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Wheelhouse Advisory Group’s NextEra Energy, Inc. NEE Stock Holding History

Wheelhouse Advisory Group’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
Q1 		– Sell
-2,890
Closed -$207K – 42
2024
Q4 		$207K Buy
2,890
+127
+5% +$9.11K 0.12% 42
2024
Q3 		$234K Buy
+2,763
New +$234K 0.15% 39