Moss Adams Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$563K Buy
8,104
+1,648
+26% +$114K 0.05% 121
2025
Q1
$458K Buy
6,456
+1,487
+30% +$105K 0.05% 117
2024
Q4
$356K Buy
4,969
+128
+3% +$9.18K 0.04% 132
2024
Q3
$409K Buy
4,841
+343
+8% +$29K 0.04% 112
2024
Q2
$319K Buy
+4,498
New +$319K 0.04% 112