Brown Financial Advisors’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
$1.41M Buy
20,256
+440
+2% +$30.5K 0.55% 66
2025
Q1
$1.4M Buy
19,816
+2,258
+13% +$160K 0.58% 65
2024
Q4
$1.26M Buy
17,558
+1,554
+10% +$111K 0.51% 62
2024
Q3
$1.35M Sell
16,004
-5,028
-24% -$425K 0.56% 58
2024
Q2
$1.49M Buy
+21,032
New +$1.49M 0.67% 49