SVWAG

Sound View Wealth Advisors Group’s NextEra Energy, Inc. NEE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.43M	Buy	49,366 +760	+2%	+$52.8K	0.25%	90
2025 Q1	$3.45M	Buy	48,606 +1,520	+3%	+$108K	0.28%	80
2024 Q4	$3.38M	Buy	47,086 +798	+2%	+$57.2K	0.27%	82
2024 Q3	$3.91M	Buy	46,288 +1,830	+4%	+$155K	0.32%	71
2024 Q2	$3.15M	Sell	44,458 -1,788	-4%	-$127K	0.32%	70
2024 Q1	$2.96M	Sell	46,246 -8,299	-15%	-$530K	0.32%	72
2023 Q4	$3.31M	Buy	54,545 +6,355	+13%	+$386K	0.37%	65
2023 Q3	$2.76M	Sell	48,190 -184	-0.4%	-$10.5K	0.34%	67
2023 Q2	$3.59M	Sell	48,374 -233	-0.5%	-$17.3K	0.47%	53
2023 Q1	$3.75M	Sell	48,607 -5,938	-11%	-$458K	0.51%	50
2022 Q4	$3.31M	Buy	54,545 +13,626	+33%	+$828K	0.37%	65
2022 Q3	$3.21M	Sell	40,919 -1,017	-2%	-$79.7K	0.72%	40
2022 Q2	$3.25M	Sell	41,936 -12	-0%	-$929	0.68%	41
2022 Q1	$3.55M	Buy	41,948 +7,117	+20%	+$603K	0.68%	43
2021 Q4	$3.25M	Buy	34,831 +2,476	+8%	+$231K	0.61%	48
2021 Q3	$2.54M	Sell	32,355 -469	-1%	-$36.8K	0.53%	51
2021 Q2	$2.41M	Buy	32,824 +1,426	+5%	+$104K	0.51%	53
2021 Q1	$2.37M	Buy	31,398 +786	+3%	+$59.4K	0.55%	50
2020 Q4	$2.36M	Buy	30,612 +22,678	+286%	+$1.75M	0.58%	47
2020 Q3	$2.2M	Sell	7,934 -309	-4%	-$85.8K	0.58%	48
2020 Q2	$1.98M	Buy	8,243 +423	+5%	+$102K	0.56%	52
2020 Q1	$1.88M	Sell	7,820 -114	-1%	-$27.4K	0.65%	50
2019 Q4	$1.92M	Sell	7,934 -83	-1%	-$20.1K	0.54%	59
2019 Q3	$1.87M	Sell	8,017 -404	-5%	-$94.1K	0.56%	60
2019 Q2	$1.73M	Buy	+8,421	New	+$1.73M	0.51%	61