Lyell Wealth Management’s NextEra Energy NEE Stock Holding History

Lyell Wealth Management’s Portfolio NEE Stock Details NEE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$223K	Buy
2023 Q2	–	Sell
2023 Q1	$208K	Sell
2022 Q4	$245K	Buy
2017 Q1	–	Sell
2016 Q4	$257K	Buy