Jacobsen Capital Management’s NextEra Energy NEE Stock Holding History

Jacobsen Capital Management’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 Q3	$381K	Buy
2025 Q2	$347K	Buy
2025 Q1	$280K	Sell
2024 Q4	$294K	Buy
2024 Q3	$346K	Buy
2024 Q2	$274K	Buy
2024 Q1	$220K	Buy
2023 Q3	–	Sell
2023 Q2	$254K	Sell
2023 Q1	$269K	Buy