EnRich Financial Partners’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 Q1	–	Sell	-980	Closed	-$70.3K	–	165
2024 Q4	$70.3K	Hold	980	–	–	0.02%	92
2024 Q3	$82.8K	Sell	980 -145	-13%	-$12.3K	0.03%	81
2024 Q2	$79.7K	Buy	1,125 +145	+15%	+$10.3K	0.03%	83
2024 Q1	$62.6K	Buy	+980	New	+$62.6K	0.02%	88