WAG
Wiser Advisor Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-872
| Closed | -$61.8K | – | 178 |
|
|
2025
Q1 | $61.8K | Hold |
872
| – | – | 0.09% | 80 |
|
|
2024
Q4 | $62.5K | Hold |
872
| – | – | 0.09% | 86 |
|
|
2024
Q3 | $73.7K | Hold |
872
| – | – | 0.11% | 78 |
|
|
2024
Q2 | $61.7K | Hold |
872
| – | – | 0.1% | 80 |
|
|
2024
Q1 | $55.7K | Hold |
872
| – | – | 0.09% | 89 |
|
|
2023
Q4 | $53K | Buy |
+872
| New | +$53K | 0.09% | 89 |
|