Compass Ion Advisors’s NextEra Energy NEE Stock Holding History

Compass Ion Advisors’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.37M	Sell
2025 Q1	$2.46M	Buy
2024 Q4	$2.48M	Sell
2024 Q3	$2.97M	Sell
2024 Q2	$2.25M	Hold
2024 Q1	$2.25M	Sell
2023 Q4	$2.16M	Buy
2023 Q3	$2.01M	Buy