VW
Vantage Wealth’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
248,435
+16,500
| +7% | +$1.15M | 3.91% | 21 |
|
|
2025
Q1 | $16.4M | Buy |
231,935
+4,165
| +2% | +$295K | 3.72% | 20 |
|
|
2024
Q4 | $16.3M | Buy |
227,770
+1,615
| +0.7% | +$116K | 3.52% | 19 |
|
|
2024
Q3 | $19.1M | Sell |
226,155
-1,345
| -0.6% | -$114K | 4.14% | 13 |
|
|
2024
Q2 | $16.1M | Sell |
227,500
-945
| -0.4% | -$66.9K | 3.72% | 19 |
|
|
2024
Q1 | $14.6M | Buy |
228,445
+65,031
| +40% | +$4.16M | 3.41% | 22 |
|
|
2023
Q4 | $9.93M | Sell |
163,414
-46,661
| -22% | -$2.83M | 2.18% | 22 |
|
|
2023
Q3 | $12M | Buy |
+210,075
| New | +$12M | 3.02% | 22 |
|