Keynote Financial Services’s NextEra Energy NEE Stock Holding History

Keynote Financial Services’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	$522K	Hold
2025 Q2	$480K	Hold
2025 Q1	$490K	Hold
2024 Q4	$496K	Sell
2024 Q3	$673K	Sell
2024 Q2	$606K	Sell
2024 Q1	$570K	Buy