WFAG
Worth Financial Advisory Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
4,603
+92
| +2% | +$6.39K | 0.2% | 111 |
|
|
2025
Q1 | $320K | Buy |
+4,511
| New | +$320K | 0.2% | 112 |
|
|
2024
Q4 | – | Sell |
-2,378
| Closed | -$201K | – | 163 |
|
|
2024
Q3 | $201K | Buy |
+2,378
| New | +$201K | 0.12% | 161 |
|
|
2024
Q2 | – | Sell |
-5,277
| Closed | -$337K | – | 156 |
|
|
2024
Q1 | $337K | Sell |
5,277
-1,134
| -18% | -$72.5K | 0.23% | 100 |
|
|
2023
Q4 | $389K | Sell |
6,411
-798
| -11% | -$48.5K | 0.31% | 86 |
|
|
2023
Q3 | $413K | Sell |
7,209
-1,509
| -17% | -$86.5K | 0.37% | 76 |
|
|
2023
Q2 | $647K | Buy |
8,718
+297
| +4% | +$22K | 0.6% | 42 |
|
|
2023
Q1 | $649K | Buy |
+8,421
| New | +$649K | 0.62% | 44 |
|