WAM
Worth 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 | – | Sell |
-2,850
| Closed | -$202K | – | 161 |
|
|
2025
Q1 | $202K | Buy |
2,850
+33
| +1% | +$2.34K | 0.11% | 129 |
|
|
2024
Q4 | $202K | Buy |
2,817
+1
| +0% | +$72 | 0.11% | 129 |
|
|
2024
Q3 | $238K | Sell |
2,816
-25,485
| -90% | -$2.15M | 0.13% | 114 |
|
|
2024
Q2 | $2M | Buy |
+28,301
| New | +$2M | 1.19% | 20 |
|
|
2023
Q3 | – | Sell |
-3,182
| Closed | -$236K | – | 292 |
|
|
2023
Q2 | $236K | Sell |
3,182
-112
| -3% | -$8.31K | 0.18% | 77 |
|
|
2023
Q1 | $254K | Buy |
3,294
+535
| +19% | +$41.2K | 0.19% | 68 |
|
|
2022
Q4 | $231K | Sell |
2,759
-68
| -2% | -$5.69K | 0.16% | 66 |
|
|
2022
Q3 | $222K | Sell |
2,827
-735
| -21% | -$57.7K | 0.16% | 50 |
|
|
2022
Q2 | $276K | Sell |
3,562
-274
| -7% | -$21.2K | 0.19% | 60 |
|
|
2022
Q1 | $263K | Buy |
+3,836
| New | +$263K | 0.17% | 60 |
|