Mowery & Schoenfeld Wealth Management’s NextEra Energy NEE Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$161K	Sell
2025 Q1	$169K	Buy
2024 Q4	$166K	Buy
2024 Q3	$142K	Hold
2024 Q2	$119K	Hold
2024 Q1	$107K	Hold
2023 Q4	$102K	Buy