Beta Wealth Group’s NextEra Energy, Inc. NEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,200	Closed	-$329K	–	103
2022 Q3	$329K	Buy	4,200 +600	+17%	+$47K	0.24%	62
2022 Q2	$279K	Hold	3,600	–	–	0.19%	67
2022 Q1	$305K	Buy	+3,600	New	+$305K	0.2%	70