Houlihan Financial Resource Group’s NextEra Energy, Inc. NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,407
Closed -$203K 103
2024
Q3
$203K Buy
+2,407
New +$203K 0.08% 105
2023
Q3
Sell
-100,745
Closed -$7.63M 136
2023
Q2
$7.63M Buy
+100,745
New +$7.63M 0.24% 42
2020
Q3
$155K Buy
+8,000
New +$155K 0.09% 108