TMWM
Taylor & Morgan Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
7,130
-255
| -3% | -$17.7K | 0.33% | 41 |
|
|
2025
Q1 | $523K | Sell |
7,385
-226
| -3% | -$16K | 0.39% | 41 |
|
|
2024
Q4 | $546K | Sell |
7,611
-133
| -2% | -$9.54K | 0.38% | 40 |
|
|
2024
Q3 | $655K | Buy |
7,744
+126
| +2% | +$10.7K | 0.44% | 33 |
|
|
2024
Q2 | $539K | Sell |
7,618
-1,995
| -21% | -$141K | 0.38% | 38 |
|
|
2024
Q1 | $614K | Sell |
9,613
-1,837
| -16% | -$117K | 0.45% | 32 |
|
|
2023
Q4 | $695K | Sell |
11,450
-511
| -4% | -$31K | 0.55% | 28 |
|
|
2023
Q3 | $685K | Sell |
11,961
-624
| -5% | -$35.7K | 0.62% | 25 |
|
|
2023
Q2 | $934K | Sell |
12,585
-3,675
| -23% | -$273K | 0.77% | 24 |
|
|
2023
Q1 | $1.25M | Sell |
16,260
-2,803
| -15% | -$216K | 1.09% | 21 |
|
|
2022
Q4 | $1.59M | Sell |
19,063
-1,586
| -8% | -$133K | 1.5% | 14 |
|
|
2022
Q3 | $1.62M | Sell |
20,649
-1,346
| -6% | -$106K | 1.61% | 14 |
|
|
2022
Q2 | $1.7M | Buy |
21,995
+439
| +2% | +$34K | 1.62% | 14 |
|
|
2022
Q1 | $1.83M | Sell |
21,556
-503
| -2% | -$42.6K | 1.49% | 16 |
|
|
2021
Q4 | $2.06M | Buy |
+22,059
| New | +$2.06M | 1.67% | 15 |
|