Capstone Wealth Management Group (Oregon)’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
$231K Hold
3,334
0.17% 94
2025
Q1
$236K Sell
3,334
-400
-11% -$28.4K 0.19% 86
2024
Q4
$268K Buy
+3,734
New +$268K 0.2% 81