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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$960K	Sell	13,830 -14,591	-51%	-$1.01M	0.23%	75
2025 Q1	$2.01M	Sell	28,421 -2,436	-8%	-$173K	0.39%	73
2024 Q4	$2.21M	Buy	+30,857	New	+$2.21M	0.43%	65