Elwood & Goetz Wealth Advisory Group, LLC NEE Holdings History
Elwood & Goetz Wealth Advisory Group, LLC's NextEra Energy Inc Holding Summary
As of 2025-06-30, Elwood & Goetz Wealth Advisory Group, LLC held 16,145.00 shares of NextEra Energy Inc(NEE), totaling $1.12 Mil. This investment constitutes 0.24% of their stock portfolio, and Elwood & Goetz Wealth Advisory Group, LLC now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.
The initial trade took place in 2020Q4. And since then Elwood & Goetz Wealth Advisory Group, LLC has made 7 purchases of NEE, at an average price of $69.94, for a total of 21,272.00 shares. In addition, there have been 4 sales at an average price of $68.13 for 5,127.00 shares. Based on historical transaction data and NEE's current price of $72.59, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his NEE holdings is $33,499.55, reflecting a 2.25% gain to date.
Elwood & Goetz Wealth Advisory Group, LLC NEE ($72.59) Holding Chart
Elwood & Goetz Wealth Advisory Group, LLC NEE ($72.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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