ORBA Wealth Advisors’s NextEra Energy NEE Stock Holding History

ORBA Wealth Advisors’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	$435K	Buy
2025 Q1	$262K	Hold
2024 Q4	$265K	Sell
2024 Q3	$315K	Sell
2024 Q2	$266K	Buy
2024 Q1	$212K	Hold
2023 Q4	$202K	Buy