Quotient Wealth Partners’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$802K Buy
2025
Q2
$720K Buy
2025
Q1
$680K Sell
2024
Q4
$688K Sell
2024
Q3
$848K Sell
2024
Q2
$722K Sell
2024
Q1
$699K Sell
2023
Q4
$756K Buy