Morningstar Investment Management’s NextEra Energy, Inc. NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,891
Closed -$346K 235
2024
Q2
$346K Hold
4,891
0.04% 150
2024
Q1
$313K Hold
4,891
0.03% 157
2023
Q4
$297K Buy
+4,891
New +$297K 0.03% 153