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Quantum Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History

Quantum Financial Advisors’s Portfolio NEE Stock Details NEE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,711
Closed -$227K – 97
2022
Q4 		$227K Hold
2,711
– – 0.1% 77
2022
Q3 		$213K Hold
2,711
– – 0.09% 77
2022
Q2 		$243K Buy
+2,711
New +$243K 0.09% 76