Ehrlich Financial Group’s NextEra Energy, Inc. NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,693
Closed -$228K 118
2024
Q3
$228K Buy
+2,693
New +$228K 0.16% 93
2024
Q2
Sell
-3,322
Closed -$212K 110
2024
Q1
$212K Sell
3,322
-229
-6% -$14.6K 0.18% 95
2023
Q4
$216K Buy
+3,551
New +$216K 0.22% 92