Alta Wealth Advisors’s NextEra Energy NEE Stock Holding History

Alta Wealth Advisors’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,786	Closed	-$332K	–	168
2025 Q2	$332K	Sell	4,786 -6,892	-59%	-$479K	0.16%	87
2025 Q1	$828K	Sell	11,678 -2,247	-16%	-$159K	0.38%	57
2024 Q4	$998K	Sell	13,925 -32	-0.2%	-$2.49K	0.44%	51
2024 Q3	$1.18M	Buy	13,957 +166	+1%	+$13K	0.54%	45
2024 Q2	$977K	Buy	13,791 +2,419	+21%	+$172K	0.49%	50
2024 Q1	$727K	Sell	11,372 -200	-2%	-$11.7K	0.37%	63
2023 Q4	$703K	Sell	11,572 -393	-3%	-$22.4K	0.39%	65
2023 Q3	$685K	Sell	11,965 -425	-3%	-$29.4K	0.42%	70
2023 Q2	$919K	Sell	12,390 -62	-0.5%	-$4.69K	0.54%	52
2023 Q1	$960K	Buy	12,452 +7,573	+155%	+$582K	0.61%	48
2022 Q4	$408K	Sell	4,879 -196	-4%	-$15.8K	0.28%	106
2022 Q3	$398K	Hold	5,075	–	–	0.28%	105
2022 Q2	$392K	Sell	5,075 -70	-1%	-$5.33K	0.27%	104
2022 Q1	$436K	Hold	5,145	–	–	0.26%	109
2021 Q4	$480K	Buy	5,145 +1,017	+25%	+$87.9K	0.3%	104
2021 Q3	$324K	Buy	4,128 +50	+1%	+$4.03K	0.24%	122
2021 Q2	$299K	Buy	4,078 +400	+11%	+$30K	0.22%	122
2021 Q1	$278K	Buy	3,678 +70	+2%	+$5.46K	0.23%	119
2020 Q4	$278K	Buy	+3,608	New	+$270K	0.23%	116

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return