Brandywine Oak Private Wealth’s NextEra Energy NEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$768K	Buy	8,268 +105	+1%	+$9.34K	0.06%	126
2025 Q4	$655K	Buy	8,163 +91	+1%	+$7.54K	0.06%	138
2025 Q3	$609K	Sell	8,072 -38	-0.5%	-$2.78K	0.05%	141
2025 Q2	$563K	Sell	8,110 -199	-2%	-$13.8K	0.05%	140
2025 Q1	$589K	Sell	8,309 -1,354	-14%	-$95.6K	0.06%	135
2024 Q4	$693K	Buy	9,663 +121	+1%	+$9.4K	0.07%	126
2024 Q3	$807K	Sell	9,542 -1	-0%	-$78	0.08%	116
2024 Q2	$676K	Sell	9,543 -2,150	-18%	-$153K	0.07%	119
2024 Q1	$747K	Sell	11,693 -5,715	-33%	-$335K	0.08%	115
2023 Q4	$1.06M	Sell	17,408 -8,270	-32%	-$471K	0.12%	89
2023 Q3	$1.47M	Sell	25,678 -6,779	-21%	-$469K	0.18%	71
2023 Q2	$2.41M	Sell	32,457 -881	-3%	-$66.7K	0.27%	55
2023 Q1	$2.57M	Sell	33,338 -1,449	-4%	-$111K	0.3%	48
2022 Q4	$2.91M	Sell	34,787 -1,299	-4%	-$105K	0.36%	43
2022 Q3	$2.83M	Sell	36,086 -2,090	-5%	-$177K	0.38%	39
2022 Q2	$2.96M	Sell	38,176 -128	-0.3%	-$9.74K	0.38%	37
2022 Q1	$3.24M	Sell	38,304 -97	-0.3%	-$7.77K	0.37%	49
2021 Q4	$3.58M	Sell	38,401 -716	-2%	-$61.9K	0.39%	46
2021 Q3	$3.07M	Buy	39,117 +3,442	+10%	+$278K	0.36%	46
2021 Q2	$2.61M	Buy	35,675 +21,577	+153%	+$1.62M	0.31%	56
2021 Q1	$1.06M	Buy	14,098 +602	+4%	+$47K	0.16%	90
2020 Q4	$1.04M	Buy	13,496 +532	+4%	+$39.8K	0.16%	86
2020 Q3	$899K	Buy	12,964 +124	+1%	+$8.56K	0.15%	89
2020 Q2	$770K	Buy	12,840 +1,096	+9%	+$65.6K	0.14%	94
2020 Q1	$706K	Sell	11,744 -64	-0.5%	-$4.02K	0.15%	88
2019 Q4	$714K	Hold	11,808	–	–	0.13%	83
2019 Q3	$687K	Sell	11,808 -5,488	-32%	-$297K	0.13%	85
2019 Q2	$885K	Sell	17,296 -76	-0.4%	-$3.74K	0.18%	73
2019 Q1	$839K	Sell	17,372 -2,452	-12%	-$112K	0.17%	75
2018 Q4	$861K	Buy	+19,824	New	+$867K	0.19%	70