Sheets Smith Wealth Management’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$571K Buy
2025
Q2
$525K Buy
2025
Q1
$521K Buy
2024
Q4
$519K Buy
2024
Q3
$612K Buy
2024
Q2
$467K Buy
2024
Q1
$421K Buy
2023
Q4
Sell
2023
Q3
$269K Buy
2023
Q2
$326K Buy
2023
Q1
$321K Buy