Canandaigua National Trust of Florida’s NextEra Energy, Inc. NEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$398K	Sell	5,733 -892	-13%	-$61.9K	0.28%	86
2025 Q1	$470K	Sell	6,625 -7,763	-54%	-$550K	0.41%	58
2024 Q4	$1.03M	Sell	14,388 -1,752	-11%	-$126K	0.8%	29
2024 Q3	$1.36M	Buy	+16,140	New	+$1.36M	1.17%	18