SWS
SYSTM Wealth Solutions’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,199
| Closed | -$297K | – | 441 |
|
|
2024
Q2 | $297K | Sell |
4,199
-1,060
| -20% | -$75.1K | 0.07% | 173 |
|
|
2024
Q1 | $336K | Sell |
5,259
-588
| -10% | -$37.6K | 0.04% | 333 |
|
|
2023
Q4 | $355K | Sell |
5,847
-1,054
| -15% | -$64K | 0.05% | 310 |
|
|
2023
Q3 | $395K | Sell |
6,901
-4,241
| -38% | -$243K | 0.06% | 317 |
|
|
2023
Q2 | $827K | Buy |
11,142
+616
| +6% | +$45.7K | 0.11% | 236 |
|
|
2023
Q1 | $811K | Sell |
10,526
-1,299
| -11% | -$100K | 0.12% | 202 |
|
|
2022
Q4 | $989K | Buy |
+11,825
| New | +$989K | 0.12% | 213 |
|