Keudell/Morrison Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,379
Closed -$251K 185
2023
Q2
$251K Sell
3,379
-39
-1% -$2.89K 0.07% 165
2023
Q1
$263K Buy
+3,418
New +$263K 0.08% 157