W Advisors LLC’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Sell |
10,417
-15
| -0.1% | -$1.04K | 0.41% | 58 |
|
|
2025
Q1 | $740K | Hold |
10,432
| – | – | 0.46% | 54 |
|
|
2024
Q4 | $748K | Hold |
10,432
| – | – | 0.46% | 50 |
|
|
2024
Q3 | $882K | Hold |
10,432
| – | – | 0.54% | 43 |
|
|
2024
Q2 | $739K | Sell |
10,432
-948
| -8% | -$67.1K | 0.48% | 47 |
|
|
2024
Q1 | $727K | Hold |
11,380
| – | – | 0.5% | 49 |
|
|
2023
Q4 | $691K | Hold |
11,380
| – | – | 0.51% | 46 |
|
|
2023
Q3 | $652K | Hold |
11,380
| – | – | 0.54% | 46 |
|
|
2023
Q2 | $844K | Hold |
11,380
| – | – | 0.66% | 37 |
|
|
2023
Q1 | $877K | Hold |
11,380
| – | – | 0.72% | 35 |
|
|
2022
Q4 | $951K | Hold |
11,380
| – | – | 0.79% | 34 |
|
|
2022
Q3 | $892K | Hold |
11,380
| – | – | 0.83% | 31 |
|
|
2022
Q2 | $881K | Hold |
11,380
| – | – | 0.76% | 31 |
|
|
2022
Q1 | $964K | Hold |
11,380
| – | – | 0.73% | 36 |
|
|
2021
Q4 | $1.06M | Buy |
+11,380
| New | +$1.06M | 0.79% | 29 |
|