Triad Wealth Partners’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.07M Buy
2025
Q2
$267K Buy
2025
Q1
$244K Sell
2024
Q4
$265K Buy
2024
Q3
Sell
2024
Q2
$128K Buy