WA
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Waterford Advisors’s NextEra Energy, Inc. NEE Stock Holding History

Waterford Advisors’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
Q3 		– Sell
-3,448
Closed -$256K – 49
2023
Q2 		$256K Sell
3,448
-39
-1% -$2.9K 0.12% 46
2023
Q1 		$269K Buy
3,487
+39
+1% +$3.01K 0.15% 44
2022
Q4 		$288K Buy
+3,448
New +$288K 0.17% 42