Triad Financial Advisors’s NextEra Energy NEE Stock Holding History

Triad Financial Advisors’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
2023 Q3	$219K	Buy
2023 Q2	$248K	Buy
2023 Q1	$257K	Sell
2022 Q4	$279K	Buy
2022 Q3	$260K	Buy
2022 Q2	$257K	Sell
2022 Q1	$286K	Sell
2021 Q4	$373K	Buy