WDG
Wealth Dimensions Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Hold |
5,045
| – | – | 0.08% | 120 |
|
|
2025
Q1 | $358K | Buy |
5,045
+1,168
| +30% | +$82.8K | 0.09% | 114 |
|
|
2024
Q4 | $278K | Buy |
3,877
+161
| +4% | +$11.5K | 0.07% | 125 |
|
|
2024
Q3 | $314K | Sell |
3,716
-141
| -4% | -$11.9K | 0.08% | 112 |
|
|
2024
Q2 | $273K | Buy |
3,857
+684
| +22% | +$48.4K | 0.08% | 116 |
|
|
2024
Q1 | $203K | Buy |
+3,173
| New | +$203K | 0.06% | 140 |
|
|
2023
Q3 | – | Sell |
-2,704
| Closed | -$201K | – | 134 |
|
|
2023
Q2 | $201K | Buy |
+2,704
| New | +$201K | 0.07% | 135 |
|