WAM
Walker Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $334K | Buy |
4,815
+163
| +4% | +$11.3K | 0.19% | 93 |
|
2025
Q1 | $330K | Buy |
4,652
+28
| +0.6% | +$1.99K | 0.2% | 86 |
|
2024
Q4 | $331K | Buy |
4,624
+125
| +3% | +$8.96K | 0.2% | 83 |
|
2024
Q3 | $380K | Buy |
4,499
+22
| +0.5% | +$1.86K | 0.24% | 78 |
|
2024
Q2 | $317K | Buy |
4,477
+25
| +0.6% | +$1.77K | 0.21% | 92 |
|
2024
Q1 | $285K | Buy |
4,452
+530
| +14% | +$33.9K | 0.19% | 103 |
|
2023
Q4 | $238K | Buy |
+3,922
| New | +$238K | 0.17% | 117 |
|