BWAM

Boyd Watterson Asset Management’s NextEra Energy, Inc. NEE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.17M	Sell	16,848 -200	-1%	-$13.9K	0.37%	61
2025 Q1	$1.21M	Hold	17,048	–	–	0.39%	60
2024 Q4	$1.22M	Sell	17,048 -50	-0.3%	-$3.58K	0.34%	60
2024 Q3	$1.45M	Hold	17,098	–	–	0.4%	59
2024 Q2	$1.21M	Hold	17,098	–	–	0.35%	58
2024 Q1	$1.09M	Hold	17,098	–	–	0.39%	55
2023 Q4	$1.04M	Hold	17,098	–	–	0.41%	56
2023 Q3	$980K	Hold	17,098	–	–	0.43%	56
2023 Q2	$1.27M	Hold	17,098	–	–	0.5%	50
2023 Q1	$1.32M	Hold	17,098	–	–	0.54%	50
2022 Q4	$1.43M	Sell	17,098 -1,150	-6%	-$96.1K	0.59%	47
2022 Q3	$1.43M	Hold	18,248	–	–	0.65%	40
2022 Q2	$1.41M	Hold	18,248	–	–	0.6%	41
2022 Q1	$1.55M	Buy	18,248 +100	+0.6%	+$8.47K	0.56%	44
2021 Q4	$1.69M	Buy	18,148 +200	+1%	+$18.7K	0.56%	48
2021 Q3	$1.41M	Hold	17,948	–	–	0.52%	56
2021 Q2	$1.32M	Hold	17,948	–	–	0.53%	58
2021 Q1	$1.36M	Hold	17,948	–	–	0.59%	55
2020 Q4	$1.39M	Buy	17,948 +13,411	+296%	+$1.03M	0.66%	45
2020 Q3	$1.26M	Buy	4,537 +3,600	+384%	+$999K	0.69%	47
2020 Q2	$225K	Hold	937	–	–	0.15%	105
2020 Q1	$225K	Hold	937	–	–	0.18%	90
2019 Q4	$227K	Hold	937	–	–	0.15%	111
2019 Q3	$218K	Sell	937 -200	-18%	-$46.5K	0.15%	108
2019 Q2	$233K	Hold	1,137	–	–	0.16%	113
2019 Q1	$220K	Buy	+1,137	New	+$220K	0.14%	115
2018 Q2	–	Sell	-1,237	Closed	-$202K	–	136
2018 Q1	$202K	Buy	+1,237	New	+$202K	0.1%	136
2014 Q3	–	Sell	-8,503	Closed	-$871K	–	180
2014 Q2	$871K	Sell	8,503 -513	-6%	-$52.5K	0.38%	70
2014 Q1	$862K	Buy	9,016 +436	+5%	+$41.7K	0.4%	66
2013 Q4	$735K	Sell	8,580 -230	-3%	-$19.7K	0.34%	78
2013 Q3	$706K	Buy	8,810 +390	+5%	+$31.3K	0.34%	73
2013 Q2	$686K	Buy	+8,420	New	+$686K	0.35%	76