Concurrent Investment Advisors’s NextEra Energy NEE Stock Holding History

Concurrent Investment 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	$10.3M	Buy
2025 Q1	$8.55M	Buy
2024 Q4	$6.56M	Buy
2024 Q3	$7.61M	Buy
2024 Q2	$6.14M	Buy
2024 Q1	$4.11M	Buy
2023 Q4	$3.76M	Buy