Callan Family Office’s NextEra Energy NEE Stock Holding History

Callan Family Office’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.36M	Sell
2025 Q2	$3.3M	Buy
2025 Q1	$1.43M	Sell
2024 Q4	$2.38M	Buy
2024 Q3	$247K	Buy
2023 Q3	–	Sell
2023 Q2	$374K	Sell
2023 Q1	$398K	Buy
2022 Q4	$338K	Buy