4WM
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49 Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History

49 Wealth Management’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$676K Buy
9,739
+1,894
+24% +$131K 0.07% 75
2025
Q1 		$556K Buy
7,845
+5,034
+179% +$357K 0.07% 89
2024
Q4 		$202K Buy
2,811
+41
+1% +$2.94K 0.03% 161
2024
Q3 		$234K Buy
+2,770
New +$234K 0.04% 145