Consilium Wealth Advisory’s NextEra Energy, Inc. NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,657
Closed -$225K 90
2024
Q3
$225K Buy
+2,657
New +$225K 0.12% 83
2024
Q1
Sell
-10,732
Closed -$652K 85
2023
Q4
$652K Buy
+10,732
New +$652K 0.39% 48