Forte Capital’s NextEra Energy, Inc. NEE Stock Holding History

Forte Capital’s Portfolio NEE Stock Details NEE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$528K	Sell	7,607 -741	-9%	-$51.4K	0.06%	168
2025 Q1	$592K	Sell	8,348 -1,238	-13%	-$87.8K	0.07%	161
2024 Q4	$687K	Sell	9,586 -1,075	-10%	-$77.1K	0.08%	138
2024 Q3	$901K	Sell	10,661 -1,336	-11%	-$113K	0.1%	125
2024 Q2	$850K	Hold	11,997	–	–	0.1%	120
2024 Q1	$767K	Sell	11,997 -315	-3%	-$20.1K	0.09%	124
2023 Q4	$748K	Sell	12,312 -611	-5%	-$37.1K	0.1%	117
2023 Q3	$740K	Sell	12,923 -319	-2%	-$18.3K	0.11%	113
2023 Q2	$983K	Buy	13,242 +3	+0%	+$223	0.14%	97
2023 Q1	$1.02M	Buy	13,239 +2	+0%	+$154	0.16%	100
2022 Q4	$1.11M	Sell	13,237 -230	-2%	-$19.2K	0.19%	95
2022 Q3	$1.06M	Buy	13,467 +2	+0%	+$157	0.19%	93
2022 Q2	$1.04M	Sell	13,465 -96	-0.7%	-$7.44K	0.18%	96
2022 Q1	$1.27M	Hold	13,561	–	–	0.16%	96
2021 Q4	$1.27M	Sell	13,561 -699	-5%	-$65.3K	0.16%	96
2021 Q3	$1.12M	Sell	14,260 -141	-1%	-$11.1K	0.15%	99
2021 Q2	$1.06M	Buy	14,401 +427	+3%	+$31.3K	0.14%	100
2021 Q1	$1.06M	Sell	13,974 -200	-1%	-$15.1K	0.16%	97
2020 Q4	$1.09M	Buy	14,174 +10,473	+283%	+$808K	0.17%	90
2020 Q3	$1.03M	Buy	3,701 +79	+2%	+$21.9K	0.19%	86
2020 Q2	$870K	Buy	+3,622	New	+$870K	0.18%	84
2018 Q1	–	Sell	-3,934	Closed	-$614K	–	129
2017 Q4	$614K	Sell	3,934 -142	-3%	-$22.2K	0.18%	98
2017 Q3	$597K	Hold	4,076	–	–	0.19%	96
2017 Q2	$571K	Buy	4,076 +400	+11%	+$56K	0.19%	99
2017 Q1	$472K	Hold	3,676	–	–	0.16%	106
2016 Q4	$439K	Sell	3,676 -150	-4%	-$17.9K	0.16%	103
2016 Q3	$468K	Sell	3,826 -52	-1%	-$6.36K	0.18%	100
2016 Q2	$506K	Hold	3,878	–	–	0.2%	96
2016 Q1	$459K	Hold	3,878	–	–	0.2%	99
2015 Q4	$403K	Hold	3,878	–	–	0.17%	110
2015 Q3	$378K	Sell	3,878 -250	-6%	-$24.4K	0.17%	111
2015 Q2	$405K	Buy	4,128 +117	+3%	+$11.5K	0.17%	116
2015 Q1	$420K	Sell	4,011 -200	-5%	-$20.9K	0.18%	113
2014 Q4	$448K	Hold	4,211	–	–	0.19%	107
2014 Q3	$395K	Buy	+4,211	New	+$395K	0.18%	111