SWM
Scissortail Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9
| Closed | -$214K | – | 128 |
|
|
2024
Q3 | $214K | Buy |
+9
| New | +$214K | 0.05% | 118 |
|
|
2024
Q1 | – | Sell |
-7,949
| Closed | -$474K | – | 181 |
|
|
2023
Q4 | $474K | Buy |
+7,949
| New | +$474K | 0.15% | 108 |
|
|
2023
Q2 | – | Sell |
-2,844
| Closed | -$219K | – | 47 |
|
|
2023
Q1 | $219K | Sell |
2,844
-7,135
| -72% | -$550K | 0.2% | 44 |
|
|
2022
Q4 | $746K | Buy |
+9,979
| New | +$746K | 0.43% | 47 |
|
|
2022
Q3 | – | Sell |
-1,883
| Closed | -$176K | – | 127 |
|
|
2022
Q2 | $176K | Buy |
+1,883
| New | +$176K | 0.07% | 87 |
|
|
2022
Q1 | – | Sell |
-1,883
| Closed | -$176K | – | 128 |
|
|
2021
Q4 | $176K | Buy |
+1,883
| New | +$176K | 0.07% | 87 |
|