Atlas Private Wealth Advisors’s NextEra Energy NEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,090	Closed	-$353K	–	181
2025 Q2	$353K	Buy	5,090 +116	+2%	+$8.06K	0.05%	144
2025 Q1	$352K	Sell	4,974 -1,976	-28%	-$139K	0.05%	133
2024 Q4	$498K	Buy	6,950 +29	+0.4%	+$2.25K	0.07%	102
2024 Q3	$585K	Buy	6,921 +290	+4%	+$22.6K	0.08%	91
2024 Q2	$470K	Buy	6,631 +3,330	+101%	+$236K	0.08%	96
2024 Q1	$211K	Sell	3,301 -3,467	-51%	-$203K	0.07%	107
2023 Q4	$411K	Buy	6,768 +229	+4%	+$13.1K	0.08%	99
2023 Q3	$375K	Buy	6,539 +27	+0.4%	+$1.87K	0.07%	125
2023 Q2	$483K	Buy	6,512 +3,204	+97%	+$243K	0.1%	111
2023 Q1	$255K	Buy	3,308 +12	+0.4%	+$923	0.12%	109
2022 Q4	$276K	Sell	3,296 -74	-2%	-$5.98K	0.15%	106
2022 Q3	$264K	Buy	+3,370	New	+$286K	0.16%	109
2021 Q4	–	Sell	-1,348	Closed	-$106K	–	515
2021 Q3	$106K	Hold	1,348	–	–	0.06%	168
2021 Q2	$99K	Sell	1,348 -166	-11%	-$12.5K	0.05%	159
2021 Q1	$114K	Buy	1,514 +178	+13%	+$13.9K	0.06%	147
2020 Q4	$103K	Buy	1,336 +1,200	+882%	+$89.8K	0.07%	156
2020 Q3	$9K	Hold	136	–	–	0.01%	407
2020 Q2	$8K	Buy	+136	New	+$8.14K	0.01%	444