C1AG
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Client 1st Advisory Group’s NextEra Energy, Inc. NEE Stock Holding History

Client 1st Advisory Group’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$289K Buy
4,163
+1
+0% +$69 0.1% 98
2025
Q1 		$295K Buy
4,162
+1
+0% +$71 0.11% 93
2024
Q4 		$298K Buy
4,161
+2
+0% +$143 0.11% 97
2024
Q3 		$352K Buy
+4,159
New +$352K 0.14% 82