Evelyn Partners Investment Management’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	$22.8M	Sell	207,550 -107,907	-34%	-$11.8M	0.94%	27
2025 Q1	$22.7M	Buy	+315,457	New	+$22.7M	1.03%	23