Alpha Financial Partners’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$203K Sell
2025
Q1
$214K Sell
2024
Q4
$228K Buy
2024
Q3
$228K Sell
2024
Q2
$242K Sell
2024
Q1
$283K Sell
2023
Q4
$424K Sell
2023
Q3
$495K Buy
2023
Q2
$554K Buy
2023
Q1
$544K Sell
2022
Q4
$603K Buy