SWA
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Strata Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,402
Closed -$203K 81
2024
Q3
$203K Buy
+2,402
New +$203K 0.07% 71
2023
Q1
$317K Sell
4,108
-114
-3% -$8.79K 0.16% 43
2022
Q4
$353K Buy
+4,222
New +$353K 0.2% 38