BMS Financial Advisors’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$331K Sell
2023
Q1
$490K Buy
2022
Q4
$529K Buy
2022
Q3
$488K Sell
2022
Q2
$485K Buy
2022
Q1
$520K Buy
2021
Q4
$552K Buy