Partnership Wealth 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
2025
Q2
$555K Hold
8,000
0.45% 44
2025
Q1
$567K Hold
8,000
0.48% 44
2024
Q4
$574K Hold
8,000
0.48% 44
2024
Q3
$676K Hold
8,000
0.48% 37
2024
Q2
$566K Hold
8,000
0.42% 51
2024
Q1
$511K Hold
8,000
0.36% 60
2023
Q4
$469K Buy
+8,000
New +$469K 0.35% 59