WOSD
WFA of San Diego’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.8K | Buy |
+1,380
| New | +$95.8K | 0.07% | 141 |
|
|
2024
Q3 | $117K | Sell |
1,380
-20
| -1% | -$1.69K | 0.1% | 118 |
|
|
2024
Q2 | $99.1K | Buy |
+1,400
| New | +$99.1K | 0.09% | 123 |
|
|
2023
Q3 | $91.7K | Sell |
1,600
-100
| -6% | -$5.73K | 0.09% | 119 |
|
|
2023
Q2 | $126K | Buy |
+1,700
| New | +$126K | 0.12% | 99 |
|
|
2023
Q1 | – | Sell |
-1,300
| Closed | -$109K | – | 289 |
|
|
2022
Q4 | $109K | Buy |
+1,300
| New | +$109K | 0.08% | 133 |
|
|
2022
Q3 | – | Sell |
-2,100
| Closed | -$163K | – | 283 |
|
|
2022
Q2 | $163K | Buy |
+2,100
| New | +$163K | 0.14% | 91 |
|
|
2022
Q1 | – | Sell |
-2,300
| Closed | -$215K | – | 137 |
|
|
2021
Q4 | $215K | Hold |
2,300
| – | – | 0.13% | 111 |
|
|
2021
Q3 | $181K | Buy |
+2,300
| New | +$181K | 0.13% | 105 |
|
|
2020
Q3 | – | Sell |
-2,319
| Closed | -$593K | – | 183 |
|
|
2020
Q2 | $593K | Buy |
+2,319
| New | +$593K | 0.14% | 140 |
|