Marquette Asset 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
2024 Q3	–	Sell	-42	Closed	-$2.95K	–	249
2024 Q2	$2.95K	Hold	42	–	–	﹤0.01%	180
2024 Q1	$2.66K	Hold	42	–	–	﹤0.01%	185
2023 Q4	$2.53K	Hold	42	–	–	﹤0.01%	185
2023 Q3	$2.39K	Hold	42	–	–	﹤0.01%	273
2023 Q2	$3.09K	Hold	42	–	–	﹤0.01%	282
2023 Q1	$3.21K	Hold	42	–	–	﹤0.01%	196
2022 Q4	$3.48K	Sell	42 -358	-90%	-$29.7K	﹤0.01%	197
2022 Q3	$31K	Hold	400	–	–	0.01%	160
2022 Q2	$31K	Sell	400 -324	-45%	-$25.1K	0.01%	186
2022 Q1	$61K	Hold	724	–	–	0.01%	181
2021 Q4	$68K	Sell	724 -56	-7%	-$5.26K	0.01%	170
2021 Q3	$61K	Buy	780 +56	+8%	+$4.38K	0.01%	168
2021 Q2	$53K	Hold	724	–	–	0.01%	167
2021 Q1	$55K	Hold	724	–	–	0.01%	151
2020 Q4	$56K	Hold	724	–	–	0.01%	157
2020 Q3	$50K	Hold	724	–	–	0.01%	138
2020 Q2	$43K	Hold	724	–	–	0.01%	160
2020 Q1	$44K	Hold	724	–	–	0.02%	160
2019 Q4	$44K	Hold	724	–	–	0.01%	145
2019 Q3	$42K	Hold	724	–	–	0.01%	156
2019 Q2	$37K	Hold	724	–	–	0.01%	164
2019 Q1	$35K	Buy	+724	New	+$35K	0.01%	170