Phillips Wealth Planners’s NextEra Energy NEE Stock Holding History

Phillips Wealth Planners’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	$588K	Buy
2025 Q1	$521K	Buy
2024 Q4	$529K	Sell
2024 Q3	$665K	Sell
2024 Q2	$687K	Buy
2024 Q1	$533K	Buy
2023 Q4	$397K	Sell
2023 Q3	$477K	Buy
2023 Q2	$672K	Buy
2023 Q1	$674K	Buy
2022 Q4	$646K	Buy