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Convergence Financial’s NextEra Energy, Inc. NEE Stock Holding History

Convergence Financial’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 		$397K Buy
5,717
+525
+10% +$36.4K 0.07% 133
2025
Q1 		$368K Buy
5,192
+173
+3% +$12.3K 0.07% 120
2024
Q4 		$360K Sell
5,019
-245
-5% -$17.6K 0.07% 112
2024
Q3 		$445K Sell
5,264
-344
-6% -$29.1K 0.09% 98
2024
Q2 		$397K Buy
+5,608
New +$397K 0.11% 102