Brendel Financial 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
2026 Q1	$5.08M	Sell	54,654 -4,969	-8%	-$442K	2.51%	10
2025 Q4	$4.79M	Buy	59,623 +2,496	+4%	+$207K	2.35%	10
2025 Q3	$4.31M	Buy	57,127 +2,217	+4%	+$162K	2.21%	12
2025 Q2	$3.81M	Buy	54,910 +479	+0.9%	+$33.3K	2.14%	11
2025 Q1	$3.86M	Buy	54,431 +3,080	+6%	+$217K	2.34%	12
2024 Q4	$3.68M	Sell	51,351 -1,455	-3%	-$113K	2.23%	13
2024 Q3	$4.46M	Sell	52,806 -356	-0.7%	-$27.8K	2.53%	5
2024 Q2	$3.76M	Buy	53,162 +45,451	+589%	+$3.22M	2.39%	6
2024 Q1	$493K	Hold	7,711	–	–	0.56%	39
2023 Q4	$468K	Hold	7,711	–	–	0.31%	63
2023 Q3	$442K	Sell	7,711 -46	-0.6%	-$3.18K	0.66%	33
2023 Q2	$576K	Sell	7,757 -41,860	-84%	-$3.17M	0.87%	32
2023 Q1	$3.82M	Buy	49,617 +24,088	+94%	+$1.85M	2.83%	7
2022 Q4	$2.13M	Buy	25,529 +304	+1%	+$24.6K	4.28%	9
2022 Q3	$1.98M	Buy	25,225 +17,525	+228%	+$1.49M	4.7%	7
2022 Q2	$596K	Sell	7,700 -25,097	-77%	-$1.91M	0.52%	48
2022 Q1	$2.78M	Buy	32,797 +25,097	+326%	+$2.01M	1.51%	26
2021 Q4	$719K	Hold	7,700	–	–	0.37%	62
2021 Q3	$605K	Hold	7,700	–	–	0.72%	41
2021 Q2	$564K	Sell	7,700 -4,000	-34%	-$300K	0.31%	67
2021 Q1	$885K	Hold	11,700	–	–	0.59%	46
2020 Q4	$903K	Sell	11,700 -1,900	-14%	-$142K	0.61%	38
2020 Q3	$944K	Hold	13,600	–	–	0.76%	39
2020 Q2	$817K	Sell	13,600 -36	-0.3%	-$2.15K	0.7%	45
2020 Q1	$820K	Buy	13,636 +36	+0.3%	+$2.26K	0.97%	33
2019 Q4	$823K	Hold	13,600	–	–	0.7%	47
2019 Q3	$792K	Hold	13,600	–	–	0.71%	43
2019 Q2	$697K	Hold	13,600	–	–	0.67%	42
2019 Q1	$657K	Sell	13,600 -1,500	-10%	-$68.6K	0.59%	47
2018 Q4	$656K	Buy	+15,100	New	+$660K	0.75%	46