Gratus Wealth Advisors’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
Q2
$269K Buy
2025
Q1
$264K Hold
2024
Q4
$267K Hold
2024
Q3
$299K Sell
2024
Q2
$271K Buy
2024
Q1
$238K Hold
2023
Q4
$226K Buy