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

Elm Advisors’s Portfolio NEE Stock Details NEE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-600
Closed -$46K – 200
2020
Q4 		$46K Buy
+600
New +$46K 0.03% 168
2018
Q4 		– Sell
-150
Closed -$25K – 201
2018
Q3 		$25K Buy
+150
New +$25K 0.02% 204