Column Capital 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
2023 Q3	$101K	Sell	1,760 -10	-0.6%	-$692	0.01%	219
2023 Q2	$131K	Sell	1,770 -43	-2%	-$3.25K	0.02%	188
2023 Q1	$140K	Buy	1,813 +431	+31%	+$33.1K	0.02%	183
2022 Q4	$116K	Buy	1,382 +844	+157%	+$68.2K	0.02%	187
2022 Q3	$42K	Hold	538	–	–	0.01%	297
2022 Q2	$42K	Sell	538 -312	-37%	-$23.8K	0.01%	298
2022 Q1	$72K	Sell	850 -714	-46%	-$57.2K	0.01%	243
2021 Q4	$146K	Buy	1,564 +708	+83%	+$61.2K	0.03%	156
2021 Q3	$67K	Sell	856 -28	-3%	-$2.26K	0.01%	233
2021 Q2	$65K	Sell	884 -40	-4%	-$3K	0.01%	234
2021 Q1	$70K	Hold	924	–	–	0.02%	226
2020 Q4	$71K	Sell	924 -772	-46%	-$57.7K	0.02%	220
2020 Q3	$118K	Buy	1,696 +592	+54%	+$40.9K	0.04%	143
2020 Q2	$66K	Buy	1,104 +456	+70%	+$27.3K	0.02%	205
2020 Q1	$39K	Buy	648 +344	+113%	+$21.6K	0.02%	234
2019 Q4	$18K	Buy	+304	New	+$17.7K	0.01%	378