Congress Wealth Management’s NextEra Energy NEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$24.1M	Buy	347,377 +46,910	+16%	+$3.26M	0.23%	102
2025 Q1	$21.3M	Buy	300,467 +19,532	+7%	+$1.38M	0.26%	100
2024 Q4	$20.1M	Sell	280,935 -32,166	-10%	-$2.5M	0.28%	96
2024 Q3	$26.5M	Buy	313,101 +86,462	+38%	+$6.75M	0.35%	68
2024 Q2	$16M	Buy	226,639 +47,874	+27%	+$3.4M	0.26%	109
2024 Q1	$11.4M	Buy	178,765 +1,867	+1%	+$109K	0.2%	153
2023 Q4	$10.7M	Buy	176,898 +2,850	+2%	+$162K	0.2%	146
2023 Q3	$9.97M	Buy	174,048 +3,834	+2%	+$265K	0.21%	144
2023 Q2	$12.6M	Buy	170,214 +1,275	+0.8%	+$96.5K	0.29%	96
2023 Q1	$13M	Buy	168,939 +3,931	+2%	+$302K	0.31%	81
2022 Q4	$13.8M	Buy	165,008 +2,420	+1%	+$195K	0.35%	66
2022 Q3	$12.7M	Buy	162,588 +2,673	+2%	+$227K	0.34%	69
2022 Q2	$12.4M	Sell	159,915 -950	-0.6%	-$72.3K	0.32%	75
2022 Q1	$13.6M	Sell	160,865 -9,048	-5%	-$725K	0.3%	87
2021 Q4	$15.9M	Buy	+169,913	New	+$14.7M	0.32%	81