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Wellspring Financial Advisors’s NextEra Energy, Inc. NEE Stock Holding History

Wellspring Financial 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
2025
Q2 		$231K Sell
3,333
-204
-6% -$14.2K 0.02% 143
2025
Q1 		$251K Buy
3,537
+642
+22% +$45.5K 0.03% 111
2024
Q4 		$208K Buy
2,895
+97
+3% +$6.96K 0.02% 132
2024
Q3 		$237K Sell
2,798
-404
-13% -$34.2K 0.03% 138
2024
Q2 		$227K Buy
+3,202
New +$227K 0.03% 132