RFG - Bristol Wealth Advisors’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
$501K Sell
7,218
-1,922
-21% -$133K 0.16% 106
2025
Q1
$648K Sell
9,140
-2,727
-23% -$193K 0.22% 86
2024
Q4
$851K Buy
+11,867
New +$851K 0.28% 78