IAG
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Ipsen Advisor Group’s NextEra Energy, Inc. NEE Stock Holding History

Ipsen Advisor Group’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$436K Buy
6,282
+716
+13% +$49.7K 0.33% 75
2025
Q1 		$395K Buy
5,566
+29
+0.5% +$2.06K 0.34% 73
2024
Q4 		$397K Buy
+5,537
New +$397K 0.34% 74
2022
Q4 		$315K Buy
+3,770
New +$315K 0.36% 74