SWA
Sax Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
19,262
+2,480
| +15% | +$172K | 0.08% | 139 |
|
|
2025
Q1 | $1.19M | Buy |
16,782
+12,054
| +255% | +$854K | 0.09% | 124 |
|
|
2024
Q4 | $339K | Buy |
4,728
+1,760
| +59% | +$126K | 0.03% | 248 |
|
|
2024
Q3 | $251K | Buy |
+2,968
| New | +$251K | 0.02% | 248 |
|
|
2022
Q3 | – | Sell |
-2,596
| Closed | -$201K | – | 165 |
|
|
2022
Q2 | $201K | Sell |
2,596
-2,000
| -44% | -$155K | 0.05% | 159 |
|
|
2022
Q1 | $389K | Hold |
4,596
| – | – | 0.09% | 122 |
|
|
2021
Q4 | $429K | Buy |
4,596
+149
| +3% | +$13.9K | 0.09% | 121 |
|
|
2021
Q3 | $349K | Sell |
4,447
-4,292
| -49% | -$337K | 0.08% | 124 |
|
|
2021
Q2 | $640K | Sell |
8,739
-1,267
| -13% | -$92.8K | 0.22% | 84 |
|
|
2021
Q1 | $757K | Buy |
10,006
+2,262
| +29% | +$171K | 0.28% | 65 |
|
|
2020
Q4 | $597K | Buy |
+7,744
| New | +$597K | 0.27% | 69 |
|