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TruWealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-162,338
| Closed | -$9.3M | – | 158 |
|
|
2023
Q3 | $9.3M | Buy |
162,338
+20,264
| +14% | +$1.16M | 0.8% | 41 |
|
|
2023
Q2 | $10.5M | Buy |
142,074
+11,758
| +9% | +$872K | 0.91% | 34 |
|
|
2023
Q1 | $10M | Buy |
130,316
+3,770
| +3% | +$291K | 0.92% | 32 |
|
|
2022
Q4 | $10.6M | Buy |
126,546
+14,717
| +13% | +$1.23M | 1.03% | 25 |
|
|
2022
Q3 | $8.77M | Buy |
111,829
+105,597
| +1,694% | +$8.28M | 0.93% | 27 |
|
|
2022
Q2 | $483K | Buy |
+6,232
| New | +$483K | 0.05% | 79 |
|