Surevest’s NextEra Energy, Inc. NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$297K Sell
3,789
-32
-0.8% -$2.51K 0.08% 127
2022
Q2
$296K Hold
3,821
0.08% 125
2022
Q1
$324K Hold
3,821
0.08% 121
2021
Q4
$357K Hold
3,821
0.08% 97
2021
Q3
$300K Buy
+3,821
New +$300K 0.08% 98