Capital Performance Advisors’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	$208K	Sell	2,990 -624	-17%	-$43.3K	0.04%	242
2025 Q1	$256K	Buy	+3,614	New	+$256K	0.06%	186
2024 Q4	–	Sell	-1,016	Closed	-$85.9K	–	1753
2024 Q3	$85.9K	Buy	+1,016	New	+$85.9K	0.03%	232