Cornerstone Advisory’s NextEra Energy NEE Stock Holding History

Cornerstone Advisory’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	$536K	Sell
2025 Q1	$525K	Sell
2024 Q4	$537K	Buy
2024 Q3	$475K	Sell
2024 Q2	$624K	Sell
2024 Q1	$710K	Buy
2022 Q1	–	Sell
2021 Q4	$120K	Buy