VWA
V Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $532K | Sell |
9,278
-16,315
| -64% | -$935K | 0.43% | 49 |
|
|
2023
Q2 | $1.9M | Buy |
25,593
+10,206
| +66% | +$757K | 0.32% | 65 |
|
|
2023
Q1 | $1.19M | Buy |
15,387
+564
| +4% | +$43.5K | 0.22% | 98 |
|
|
2022
Q4 | $1.24M | Buy |
14,823
+3,848
| +35% | +$322K | 0.26% | 88 |
|
|
2022
Q3 | $861K | Sell |
10,975
-5,861
| -35% | -$460K | 0.17% | 124 |
|
|
2022
Q2 | $1.3M | Sell |
16,836
-2,124
| -11% | -$165K | 0.25% | 101 |
|
|
2022
Q1 | $1.61M | Buy |
18,960
+1,974
| +12% | +$167K | 0.26% | 92 |
|
|
2021
Q4 | $1.59M | Buy |
16,986
+355
| +2% | +$33.1K | 0.23% | 97 |
|
|
2021
Q3 | $1.31M | Sell |
16,631
-364
| -2% | -$28.6K | 0.2% | 117 |
|
|
2021
Q2 | $1.24M | Buy |
16,995
+1,283
| +8% | +$93.9K | 0.2% | 124 |
|
|
2021
Q1 | $1.19M | Buy |
15,712
+2,633
| +20% | +$199K | 0.22% | 118 |
|
|
2020
Q4 | $1.01M | Buy |
13,079
+10,285
| +368% | +$793K | 0.21% | 129 |
|
|
2020
Q3 | $776K | Sell |
2,794
-1,389
| -33% | -$386K | 0.54% | 47 |
|
|
2020
Q2 | $1M | Buy |
4,183
+285
| +7% | +$68.4K | 0.26% | 94 |
|
|
2020
Q1 | $938K | Buy |
+3,898
| New | +$938K | 0.29% | 87 |
|
|
2017
Q3 | – | Sell |
-143
| Closed | -$20K | – | 527 |
|
|
2017
Q2 | $20K | Buy |
+143
| New | +$20K | 0.01% | 455 |
|