Alteri Wealth’s NextEra Energy, Inc. NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Sell
5,399
-1,700
-24% -$118K 0.15% 171
2025
Q1
$503K Sell
7,099
-555
-7% -$39.3K 0.22% 115
2024
Q4
$549K Buy
+7,654
New +$549K 0.15% 105