Richardson Financial Services’s NextEra Energy NEE Stock Holding History

Richardson Financial Services’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 Q3	$639K	Sell
2025 Q2	$628K	Sell
2025 Q1	$633K	Sell
2024 Q4	$656K	Buy
2024 Q3	$643K	Hold
2024 Q2	$643K	Sell
2024 Q1	$608K	Buy
2023 Q4	$515K	Buy