Tilia Fiduciary Partners’s NextEra Energy NEE Stock Holding History

Tilia Fiduciary Partners’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.4M	Buy
2025 Q2	$2.14M	Buy
2025 Q1	$2.04M	Buy
2023 Q3	–	Sell
2023 Q2	$100K	Sell
2023 Q1	$108K	Sell
2022 Q4	$162K	Buy
2022 Q3	$146K	Buy
2022 Q2	$153K	Buy
2022 Q1	$161K	Buy
2021 Q4	$177K	Buy