SPWG
Syntegra Private Wealth Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
5,783
+750
| +15% | +$52.1K | 0.04% | 117 |
|
|
2025
Q1 | $357K | Buy |
5,033
+189
| +4% | +$13.4K | 0.04% | 115 |
|
|
2024
Q4 | $347K | Sell |
4,844
-26
| -0.5% | -$1.86K | 0.04% | 106 |
|
|
2024
Q3 | $412K | Buy |
4,870
+103
| +2% | +$8.71K | 0.05% | 100 |
|
|
2024
Q2 | $338K | Buy |
4,767
+62
| +1% | +$4.39K | 0.04% | 106 |
|
|
2024
Q1 | $301K | Sell |
4,705
-760
| -14% | -$48.6K | 0.04% | 111 |
|
|
2023
Q4 | $332K | Buy |
5,465
+156
| +3% | +$9.48K | 0.05% | 94 |
|
|
2023
Q3 | $304K | Sell |
5,309
-15
| -0.3% | -$859 | 0.05% | 95 |
|
|
2023
Q2 | $395K | Buy |
5,324
+15
| +0.3% | +$1.11K | 0.06% | 83 |
|
|
2023
Q1 | $409K | Buy |
5,309
+140
| +3% | +$10.8K | 0.07% | 78 |
|
|
2022
Q4 | $432K | Buy |
+5,169
| New | +$432K | 0.09% | 63 |
|