KMG Fiduciary Partners’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
Q1
Sell
-2,397
Closed -$200K 240
2022
Q4
$200K Buy
+2,397
New +$200K 0.03% 225
2022
Q1
Sell
-2,312
Closed -$216K 204
2021
Q4
$216K Buy
+2,312
New +$216K 0.03% 190