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Tolleson Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History

Tolleson Wealth Management’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,410
Closed -$253K – 87
2023
Q3 		$253K Sell
4,410
-3,974
-47% -$228K 0.06% 70
2023
Q2 		$622K Buy
+8,384
New +$622K 0.15% 52