Finivi Inc.’s NextEra Energy NEE Stock Holding History

Finivi Inc.’s Portfolio NEE Stock Details NEE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.41M	Buy
2025 Q2	$2.21M	Buy
2025 Q1	$2.19M	Sell
2024 Q4	$2.24M	Sell
2024 Q3	$2.76M	Sell
2024 Q2	$2.36M	Buy
2024 Q1	$2.09M	Sell
2023 Q4	$2.51M	Buy
2021 Q4	$2.92M	Buy