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

Whipplewood 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 		$120K Buy
1,722
+304
+21% +$21.1K 0.07% 217
2025
Q1 		$122K Sell
1,418
-330
-19% -$28.4K 0.07% 204
2024
Q4 		$125K Buy
+1,748
New +$125K 0.07% 209