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ORG Wealth Partners’s NextEra Energy, Inc. NEE Stock Holding History

ORG Wealth Partners’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$123K Sell
1,681
-4,908
-74% -$359K 0.03% 217
2025
Q1 		$467K Buy
6,589
+1,642
+33% +$116K 0.14% 119
2024
Q4 		$355K Buy
4,947
+4,418
+835% +$317K 0.11% 88
2024
Q3 		$44.7K Buy
+529
New +$44.7K 0.01% 252