Davies Financial Advisors’s NextEra Energy NEE Stock Holding History

Davies Financial 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	$225K	Hold
2025 Q1	$230K	Sell
2024 Q4	$275K	Hold
2024 Q3	$325K	Buy
2024 Q2	$261K	Buy
2024 Q1	$220K	Buy