TLA
Tanglewood Legacy Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Hold |
7,800
| – | – | 0.22% | 61 |
|
|
2025
Q1 | $553K | Hold |
7,800
| – | – | 0.24% | 53 |
|
|
2024
Q4 | $559K | Hold |
7,800
| – | – | 0.24% | 54 |
|
|
2024
Q3 | $659K | Hold |
7,800
| – | – | 0.29% | 48 |
|
|
2024
Q2 | $552K | Hold |
7,800
| – | – | 0.26% | 48 |
|
|
2024
Q1 | $498K | Hold |
7,800
| – | – | 0.25% | 52 |
|
|
2023
Q4 | $474K | Hold |
7,800
| – | – | 0.26% | 53 |
|
|
2023
Q3 | $447K | Hold |
7,800
| – | – | 0.27% | 53 |
|
|
2023
Q2 | $579K | Hold |
7,800
| – | – | 0.33% | 44 |
|
|
2023
Q1 | $601K | Hold |
7,800
| – | – | 0.38% | 39 |
|
|
2022
Q4 | $652K | Buy |
+7,800
| New | +$652K | 0.46% | 30 |
|