Investment Advisory Services’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 Q2	–	Sell	-8,868	Closed	-$567K	–	120
2024 Q1	$567K	Buy	8,868 +270	+3%	+$17.3K	0.21%	76
2023 Q4	$522K	Buy	8,598 +45	+0.5%	+$2.73K	0.21%	75
2023 Q3	$490K	Buy	8,553 +139	+2%	+$7.96K	0.21%	74
2023 Q2	$624K	Buy	+8,414	New	+$624K	0.26%	68