Levy Wealth Management Group’s NextEra Energy, Inc. NEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,873	Closed	-$213K	–	110
2023 Q2	$213K	Buy	2,873 +9	+0.3%	+$668	0.06%	106
2023 Q1	$221K	Buy	+2,864	New	+$221K	0.07%	98
2022 Q4	–	Sell	-2,564	Closed	-$201K	–	97
2022 Q3	$201K	Buy	+2,564	New	+$201K	0.09%	79