Crux Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,954
Closed -$280K 178
2025
Q1
$280K Sell
3,954
-1,433
-27% -$102K 0.15% 147
2024
Q4
$386K Buy
+5,387
New +$386K 0.22% 111