Invenio Wealth Partners’s NextEra Energy NEE Stock Holding History

Invenio Wealth Partners’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$202K	Sell
2024 Q4	$212K	Sell
2024 Q3	$881K	Buy
2024 Q2	$209K	Sell
2024 Q1	$202K	Sell
2023 Q4	$246K	Sell
2023 Q3	$262K	Buy
2023 Q2	$320K	Buy