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Beacon Harbor Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio NEE Stock Details NEE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-104,390
Closed -$6.67M – 77
2024
Q1 		$6.67M Buy
104,390
+51,050
+96% +$3.26M 1.77% 19
2023
Q4 		$3.24M Buy
+53,340
New +$3.24M 0.94% 42