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Private Client Services’s NextEra Energy, Inc. NEE Stock Holding History

Private Client Services’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
Q1 		– Sell
-3,369
Closed -$242K – 202
2024
Q4 		$242K Buy
3,369
+161
+5% +$11.5K 0.13% 152
2024
Q3 		$271K Buy
+3,208
New +$271K 0.15% 129