Fiduciary Alliance’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.63M Buy
2025
Q2
$8.26M Sell
2025
Q1
$8.55M Buy
2024
Q4
$8.08M Buy
2024
Q3
$8.76M Buy
2024
Q2
$6.74M Buy
2024
Q1
$5.81M Sell
2023
Q4
$6.34M Sell
2023
Q3
$6.6M Buy
2023
Q2
$8.45M Buy
2023
Q1
$8.24M Buy
2022
Q4
$8.69M Buy