San Luis Wealth Advisors’s NextEra Energy NEE Stock Holding History

San Luis Wealth Advisors’s Portfolio NEE Stock Details NEE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$253K	Buy
2023 Q3	–	Sell
2023 Q2	$293K	Sell
2023 Q1	$371K	Sell
2022 Q4	$476K	Sell
2022 Q3	$683K	Buy
2022 Q2	$430K	Sell
2022 Q1	$717K	Hold
2021 Q4	$717K	Sell
2021 Q3	$838K	Buy
2020 Q4	$896K	Buy