Cottonwood Capital Advisors’s NextEra Energy NEE Stock Holding History

Cottonwood Capital 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 Q3	–	Sell
2025 Q2	$215K	Hold
2025 Q1	$220K	Sell
2024 Q4	$264K	Buy
2024 Q3	$262K	Sell
2024 Q2	$239K	Sell
2024 Q1	$237K	Sell
2023 Q4	$263K	Buy