Kelly Lawrence W & Associates’s NextEra Energy NEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.23M	Buy	13,285 +6,425	+94%	+$571K	0.34%	39
2025 Q4	$551K	Buy	6,860 +400	+6%	+$33.1K	0.13%	57
2025 Q3	$488K	Buy	6,460 +4,800	+289%	+$351K	0.12%	58
2025 Q2	$115K	Hold	1,660	–	–	0.03%	92
2025 Q1	$118K	Hold	1,660	–	–	0.03%	96
2024 Q4	$119K	Hold	1,660	–	–	0.03%	98
2024 Q3	$140K	Sell	1,660 -1,400	-46%	-$109K	0.03%	94
2024 Q2	$217K	Hold	3,060	–	–	0.05%	80
2024 Q1	$196K	Hold	3,060	–	–	0.04%	80
2023 Q4	$186K	Hold	3,060	–	–	0.04%	80
2023 Q3	$175K	Hold	3,060	–	–	0.05%	78
2023 Q2	$229K	Hold	3,060	–	–	0.06%	73
2023 Q1	$236K	Hold	3,060	–	–	0.06%	70
2022 Q4	$256K	Hold	3,060	–	–	0.07%	68
2022 Q3	$240K	Hold	3,060	–	–	0.07%	79
2022 Q2	$237K	Hold	3,060	–	–	0.06%	76
2022 Q1	$259K	Hold	3,060	–	–	0.06%	70
2021 Q4	$285K	Hold	3,060	–	–	0.06%	66
2021 Q3	$240K	Hold	3,060	–	–	0.05%	69
2021 Q2	$224K	Hold	3,060	–	–	0.05%	73
2021 Q1	$232K	Buy	3,060 +2,800	+1,077%	+$219K	0.05%	68
2020 Q4	$20K	Hold	260	–	–	0.01%	83
2020 Q3	$18K	Hold	260	–	–	0.01%	111
2020 Q2	$16K	Hold	260	–	–	﹤0.01%	108
2020 Q1	$16K	Buy	+260	New	+$16.3K	﹤0.01%	109