SWA
SOA 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 | $1.55M | Buy |
22,306
+519
| +2% | +$36K | 0.29% | 59 |
|
|
2025
Q1 | $1.54M | Sell |
21,787
-9
| -0% | -$638 | 0.32% | 55 |
|
|
2024
Q4 | $1.56M | Buy |
21,796
+6
| +0% | +$430 | 0.29% | 57 |
|
|
2024
Q3 | $1.84M | Buy |
21,790
+656
| +3% | +$55.5K | 0.35% | 55 |
|
|
2024
Q2 | $1.5M | Sell |
21,134
-4,117
| -16% | -$292K | 0.3% | 56 |
|
|
2024
Q1 | $1.61M | Sell |
25,251
-206
| -0.8% | -$13.2K | 0.33% | 55 |
|
|
2023
Q4 | $1.55M | Sell |
25,457
-1,055
| -4% | -$64.1K | 0.34% | 54 |
|
|
2023
Q3 | $1.52M | Sell |
26,512
-121
| -0.5% | -$6.93K | 0.38% | 51 |
|
|
2023
Q2 | $1.98M | Sell |
26,633
-675
| -2% | -$50.1K | 0.46% | 42 |
|
|
2023
Q1 | $2.1M | Sell |
27,308
-822
| -3% | -$63.4K | 0.52% | 39 |
|
|
2022
Q4 | $2.35M | Sell |
28,130
-85
| -0.3% | -$7.11K | 0.63% | 38 |
|
|
2022
Q3 | $2.21M | Sell |
28,215
-139
| -0.5% | -$10.9K | 0.67% | 38 |
|
|
2022
Q2 | $2.2M | Sell |
28,354
-110
| -0.4% | -$8.52K | 0.65% | 38 |
|
|
2022
Q1 | $2.41M | Buy |
28,464
+1,648
| +6% | +$140K | 0.59% | 44 |
|
|
2021
Q4 | $2.49M | Sell |
26,816
-2,059
| -7% | -$191K | 0.6% | 46 |
|
|
2021
Q3 | $2.27M | Buy |
28,875
+3,254
| +13% | +$255K | 0.58% | 46 |
|
|
2021
Q2 | $1.88M | Sell |
25,621
-3,423
| -12% | -$251K | 0.48% | 50 |
|
|
2021
Q1 | $2.2M | Sell |
29,044
-123
| -0.4% | -$9.3K | 0.61% | 44 |
|
|
2020
Q4 | $2.45M | Buy |
+29,167
| New | +$2.45M | 0.67% | 41 |
|