MWM
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MOKAN Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$327K Sell
4,707
-18
-0.4% -$1.25K 0.18% 71
2025
Q1
$335K Sell
4,725
-1,023
-18% -$72.5K 0.2% 69
2024
Q4
$412K Buy
+5,748
New +$412K 0.26% 67