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Delap Wealth Advisory’s NextEra Energy, Inc. NEE Stock Holding History

Delap Wealth Advisory’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,907
Closed -$633K – 235
2024
Q1 		$633K Buy
+9,907
New +$633K 0.26% 57