WWA
WCG 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 | $767K | Sell |
11,053
-358
| -3% | -$24.9K | 0.05% | 255 |
|
|
2025
Q1 | $809K | Buy |
+11,411
| New | +$809K | 0.06% | 216 |
|
|
2023
Q4 | – | Sell |
-11,835
| Closed | -$678K | – | 311 |
|
|
2023
Q3 | $678K | Buy |
+11,835
| New | +$678K | 0.05% | 224 |
|
|
2023
Q2 | – | Sell |
-15,279
| Closed | -$1.18M | – | 180 |
|
|
2023
Q1 | $1.18M | Sell |
15,279
-6
| -0% | -$463 | 0.15% | 101 |
|
|
2022
Q4 | $1.28M | Buy |
15,285
+1,413
| +10% | +$118K | 0.18% | 93 |
|
|
2022
Q3 | $1.28M | Sell |
13,872
-2,966
| -18% | -$275K | 0.17% | 106 |
|
|
2022
Q2 | $1.3M | Buy |
+16,838
| New | +$1.3M | 0.18% | 98 |
|