SFG
Sunburst Financial Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,206
| Closed | -$230K | – | 114 |
|
|
2024
Q4 | $230K | Sell |
3,206
-450
| -12% | -$32.3K | 0.06% | 100 |
|
|
2024
Q3 | $309K | Hold |
3,656
| – | – | 0.08% | 89 |
|
|
2024
Q2 | $259K | Sell |
3,656
-2
| -0.1% | -$142 | 0.07% | 92 |
|
|
2024
Q1 | $232K | Buy |
+3,658
| New | +$232K | 0.07% | 95 |
|