VWA
Valued Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41K | Sell |
590
-12
| -2% | -$833 | 0.02% | 101 |
|
|
2025
Q1 | $42.7K | Hold |
602
| – | – | 0.03% | 97 |
|
|
2024
Q4 | $43.2K | Buy |
602
+12
| +2% | +$860 | 0.03% | 97 |
|
|
2024
Q3 | $49.9K | Buy |
590
+32
| +6% | +$2.71K | 0.03% | 77 |
|
|
2024
Q2 | $39.5K | Hold |
558
| – | – | 0.03% | 82 |
|
|
2024
Q1 | $35.7K | Sell |
558
-29
| -5% | -$1.85K | 0.03% | 85 |
|
|
2023
Q4 | $33.6K | Buy |
+587
| New | +$33.6K | 0.03% | 63 |
|