Lyell Wealth Management’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 Q2	–	Sell	-2,695	Closed	-$208K	–	193
2023 Q1	$208K	Sell	2,695 -240	-8%	-$18.5K	0.03%	194
2022 Q4	$245K	Buy	+2,935	New	+$245K	0.04%	174
2017 Q1	–	Sell	-8,600	Closed	-$257K	–	100
2016 Q4	$257K	Buy	+8,600	New	+$257K	0.16%	86