BankPlus Wealth Management’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	$545K	Buy	7,857 +444	+6%	+$30.8K	0.36%	52
2025 Q1	$526K	Buy	7,413 +305	+4%	+$21.6K	0.39%	51
2024 Q4	$510K	Buy	+7,108	New	+$510K	0.38%	51