Evelyn Partners Asset Management’s NextEra Energy NEE Stock Holding History

Evelyn Partners Asset Management’s Portfolio NEE Stock Details NEE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$329K	Hold
2025 Q2	$302K	Sell
2025 Q1	$317K	Hold
2024 Q4	$320K	Buy