Collaborative Wealth Management’s NextEra Energy NEE Stock Holding History

Collaborative Wealth Management’s Portfolio NEE Stock Details NEE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$420K	Buy
2024 Q4	–	Sell
2024 Q3	$222K	Buy
2023 Q2	–	Sell
2023 Q1	$258K	Buy
2022 Q4	$280K	Buy
2022 Q3	$263K	Buy
2022 Q2	$231K	Buy
2021 Q4	$328K	Buy
2021 Q1	$256K	Buy