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Satovsky Asset Management’s NextEra Energy, Inc. NEE Stock Holding History

Satovsky Asset Management’s Portfolio NEE Stock Details NEE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,876
Closed -$243K – 56
2024
Q3 		$243K Buy
+2,876
New +$243K 0.05% 47
2021
Q1 		– Sell
-2,900
Closed -$224K – 28
2020
Q4 		$224K Buy
+2,900
New +$224K 0.21% 23