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Sendero Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History

Sendero Wealth Management’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,897
Closed -$205K – 194
2025
Q1 		$205K Buy
+2,897
New +$205K 0.03% 178
2024
Q4 		– Sell
-2,448
Closed -$207K – 163
2024
Q3 		$207K Buy
+2,448
New +$207K 0.03% 154