Claris Financial’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
$662K Sell
9,533
-1,773
-16% -$123K 0.5% 55
2025
Q1
$811K Hold
11,306
0.53% 46
2024
Q4
$811K Buy
+11,306
New +$811K 0.53% 46