Kolinsky Wealth Management’s NextEra Energy NEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$569K	Buy	7,933 +239	+3%	+$18.6K	0.35%	59
2024 Q3	$650K	Sell	7,694 -16	-0.2%	-$1.25K	0.42%	47
2024 Q2	$546K	Buy	7,710 +1,541	+25%	+$109K	0.39%	55
2024 Q1	$394K	Buy	6,169 +1,174	+24%	+$68.8K	0.3%	78
2023 Q4	$303K	Sell	4,995 -1,835	-27%	-$105K	0.27%	96
2023 Q3	$391K	Sell	6,830 -255	-4%	-$17.7K	0.39%	63
2023 Q2	$516K	Buy	7,085 +416	+6%	+$31.5K	0.49%	42
2023 Q1	$514K	Buy	6,669 +139	+2%	+$10.7K	0.55%	36
2022 Q4	$546K	Buy	6,530 +148	+2%	+$12K	0.62%	27
2022 Q3	$500K	Buy	6,382 +33	+0.5%	+$2.8K	0.63%	28
2022 Q2	$492K	Buy	6,349 +53	+0.8%	+$4.04K	0.58%	31
2022 Q1	$533K	Buy	6,296 +251	+4%	+$20.1K	0.52%	35
2021 Q4	$564K	Buy	+6,045	New	+$522K	0.52%	33