W Advisors LLC’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Sell |
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|
2025
Q1 | $740K | Hold |
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|
2024
Q4 | $748K | Hold |
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|
2024
Q3 | $882K | Hold |
|
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|
2024
Q2 | $739K | Sell |
|
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|
2024
Q1 | $727K | Hold |
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|
2023
Q4 | $691K | Hold |
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|
2023
Q3 | $652K | Hold |
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|
2023
Q2 | $844K | Hold |
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|
2023
Q1 | $877K | Hold |
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|
2022
Q4 | $951K | Hold |
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|
2022
Q3 | $892K | Hold |
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|
2022
Q2 | $881K | Hold |
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|
2022
Q1 | $964K | Hold |
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|
2021
Q4 | $1.06M | Buy |
|