Halpern Financial’s NextEra Energy NEE Stock Holding History

Halpern Financial’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
2024 Q3	$87K	Buy
2024 Q2	$70.8K	Sell
2024 Q1	$123K	Sell
2023 Q4	$126K	Buy
2021 Q3	–	Sell
2021 Q2	$1.76K	Hold
2021 Q1	$1.81K	Buy