MGB Wealth Management’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
2025
Q1
$557K Sell
2024
Q4
$582K Hold
2024
Q3
$687K Buy
2024
Q2
$607K Buy
2024
Q1
$407K Hold
2023
Q4
$387K Buy