Phillips Wealth Planners LLC's ownership history for NEE

Phillips Wealth Planners LLC currently holds 7.3K shares with a market value of $602.0K. It started holding NEE on 2024-09-30. At its peak, it held 8.1K shares on 2025-06-30. Its highest holding value was $665.2K on 2024-09-30. At its lowest, it held 7.3K shares on 2025-09-30, with a value of $521.2K on 2025-03-31. In the recent 180 days, Phillips Wealth Planners LLC has decreased its shares by 588. In the recent year, Phillips Wealth Planners LLC has decreased its shares by 550.