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

Garde Capital’s Portfolio NEE Stock Details NEE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$260K	Sell	3,749 -150	-4%	-$10.4K	0.01%	184
2025 Q1	$276K	Buy	3,899 +42	+1%	+$2.98K	0.02%	174
2024 Q4	$277K	Hold	3,857	–	–	0.02%	186
2024 Q3	$326K	Buy	3,857 +467	+14%	+$39.5K	0.02%	169
2024 Q2	$240K	Hold	3,390	–	–	0.02%	189
2024 Q1	$216K	Sell	3,390 -1,405	-29%	-$89.5K	0.02%	199
2023 Q4	$291K	Buy	4,795 +1,286	+37%	+$78K	0.02%	171
2023 Q3	$201K	Sell	3,509 -6,660	-65%	-$381K	0.02%	194
2023 Q2	$755K	Buy	10,169 +6,330	+165%	+$470K	0.06%	111
2023 Q1	$296K	Hold	3,839	–	–	0.03%	154
2022 Q4	$321K	Hold	3,839	–	–	0.04%	139
2022 Q3	$301K	Sell	3,839 -69	-2%	-$5.41K	0.04%	134
2022 Q2	$303K	Hold	3,908	–	–	0.04%	152
2022 Q1	$331K	Hold	3,908	–	–	0.03%	159
2021 Q4	$365K	Sell	3,908 -100	-2%	-$9.34K	0.04%	162
2021 Q3	$315K	Sell	4,008 -52	-1%	-$4.09K	0.03%	160
2021 Q2	$298K	Sell	4,060 -552	-12%	-$40.5K	0.03%	165
2021 Q1	$349K	Buy	4,612 +572	+14%	+$43.3K	0.04%	137
2020 Q4	$311K	Buy	4,040 +3,030	+300%	+$233K	0.04%	143
2020 Q3	$280K	Buy	1,010 +8	+0.8%	+$2.22K	0.04%	133
2020 Q2	$241K	Buy	+1,002	New	+$241K	0.03%	131
2020 Q1	–	Sell	-847	Closed	-$205K	–	131
2019 Q4	$205K	Buy	+847	New	+$205K	0.03%	133
2019 Q1	–	Sell	-6,720	Closed	-$1.17M	–	159
2018 Q4	$1.17M	Hold	6,720	–	–	0.21%	63
2018 Q3	$1.2M	Hold	6,720	–	–	0.2%	63
2018 Q2	$1.12M	Buy	6,720 +820	+14%	+$137K	0.19%	62
2018 Q1	$964K	Hold	5,900	–	–	0.18%	70
2017 Q4	$922K	Hold	5,900	–	–	0.17%	76
2017 Q3	$865K	Buy	+5,900	New	+$865K	0.17%	77
2016 Q4	–	Sell	-5,900	Closed	-$576K	–	147
2016 Q3	$576K	Buy	+5,900	New	+$576K	0.18%	92
2015 Q4	–	Sell	-5,900	Closed	-$576K	–	136
2015 Q3	$576K	Hold	5,900	–	–	0.18%	92
2015 Q2	$578K	Sell	5,900 -55	-0.9%	-$5.39K	0.17%	92
2015 Q1	$620K	Hold	5,955	–	–	0.19%	88
2014 Q4	$633K	Buy	+5,955	New	+$633K	0.19%	88