Saranac Partners’s NextEra Energy NEE Stock Holding History

Saranac Partners’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 Q4	–	Sell
2025 Q3	$115K	Buy
2024 Q2	–	Sell
2024 Q1	$230K	Sell
2023 Q4	$301K	Hold
2023 Q3	$284K	Buy
2023 Q2	$366K	Hold
2023 Q1	$380K	Buy