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Marshall & Sterling Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20.3K Sell
293
-107
-27% -$7.43K 0.01% 257
2025
Q1 		$28.3K Buy
400
+232
+138% +$16.4K 0.02% 223
2024
Q4 		$12K Buy
+168
New +$12K 0.01% 222