Invera Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$346K	Buy	4,882 +63	+1%	+$4.47K	0.41%	39
2024 Q4	$334K	Buy	4,819 +107	+2%	+$7.41K	0.33%	41
2024 Q3	$352K	Buy	4,712 +1,172	+33%	+$87.5K	0.35%	39
2024 Q2	$264K	Buy	+3,540	New	+$264K	0.27%	43