Elite 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
2023 Q2	–	Sell	-5,650	Closed	-$435K	–	55
2023 Q1	$435K	Sell	5,650 -33	-0.6%	-$2.54K	0.19%	41
2022 Q4	$475K	Sell	5,683 -86	-1%	-$6.95K	0.24%	38
2022 Q3	$452K	Sell	5,769 -245	-4%	-$20.8K	0.25%	37
2022 Q2	$466K	Sell	6,014 -251	-4%	-$19.1K	0.24%	38
2022 Q1	$531K	Sell	6,265 -77	-1%	-$6.17K	0.23%	39
2021 Q4	$592K	Sell	6,342 -836	-12%	-$72.3K	0.23%	37
2021 Q3	$564K	Sell	7,178 -278	-4%	-$22.4K	0.24%	40
2021 Q2	$546	Buy	7,456 +583	+8%	+$43.8K	0.05%	38
2021 Q1	$520	Buy	6,873 +2,794	+68%	+$218K	0.07%	38
2020 Q4	$315K	Buy	4,079 +71	+2%	+$5.31K	0.17%	42
2020 Q3	$278K	Buy	4,008 +588	+17%	+$40.6K	0.16%	37
2020 Q2	$205K	Buy	+3,420	New	+$205K	0.13%	38
2014 Q4	–	Sell	-800	Closed	-$19K	–	504
2014 Q3	$19K	Hold	800	–	–	0.02%	205
2014 Q2	$20K	Hold	800	–	–	0.02%	181
2014 Q1	$19K	Sell	800 -1,344	-63%	-$30.5K	0.02%	199
2013 Q4	$46K	Buy	2,144 +1,344	+168%	+$28.3K	0.03%	167
2013 Q3	$16K	Hold	800	–	–	0.01%	270
2013 Q2	$16K	Buy	+800	New	+$15.9K	0.02%	197