Charter Research & Investment Group’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	$391K	Hold	5,633	–	–	0.29%	63
2025 Q1	$399K	Sell	5,633 -70	-1%	-$4.96K	0.31%	61
2024 Q4	$409K	Hold	5,703	–	–	0.31%	63
2024 Q3	$482K	Hold	5,703	–	–	0.36%	60
2024 Q2	$404K	Sell	5,703 -70	-1%	-$4.96K	0.32%	65
2024 Q1	$369K	Hold	5,773	–	–	0.29%	66
2023 Q4	$351K	Hold	5,773	–	–	0.29%	65
2023 Q3	$331K	Hold	5,773	–	–	0.3%	65
2023 Q2	$428K	Sell	5,773 -120	-2%	-$8.9K	0.36%	62
2023 Q1	$454K	Buy	5,893 +1,200	+26%	+$92.5K	0.4%	57
2022 Q4	$392K	Hold	4,693	–	–	0.38%	58
2022 Q3	$368K	Sell	4,693 -35	-0.7%	-$2.75K	0.37%	58
2022 Q2	$366K	Sell	4,728 -22	-0.5%	-$1.7K	0.33%	60
2022 Q1	$402K	Sell	4,750 -24	-0.5%	-$2.03K	0.33%	62
2021 Q4	$446K	Hold	4,774	–	–	0.35%	60
2021 Q3	$375K	Hold	4,774	–	–	0.31%	62
2021 Q2	$350K	Hold	4,774	–	–	0.29%	64
2021 Q1	$361K	Buy	4,774 +40	+0.8%	+$3.03K	0.32%	65
2020 Q4	$365K	Sell	4,734 -190	-4%	-$14.6K	0.35%	62
2020 Q3	$342K	Sell	4,924 -200	-4%	-$13.9K	0.37%	59
2020 Q2	$308K	Hold	5,124	–	–	0.36%	63
2020 Q1	$308K	Hold	5,124	–	–	0.41%	59
2019 Q4	$310K	Sell	5,124 -320	-6%	-$19.4K	0.32%	67
2019 Q3	$317K	Hold	5,444	–	–	0.34%	65
2019 Q2	$279K	Hold	5,444	–	–	0.31%	66
2019 Q1	$263K	Hold	5,444	–	–	0.29%	70
2018 Q4	$237K	Hold	5,444	–	–	0.3%	69
2018 Q3	$228K	Sell	5,444 -100	-2%	-$4.19K	0.25%	73
2018 Q2	$232K	Hold	5,544	–	–	0.27%	69
2018 Q1	$226K	Buy	+5,544	New	+$226K	0.27%	67