Marshall & Sullivan’s NextEra Energy, Inc. NEE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$264K	Hold	3,807	–	–	0.13%	43
2025 Q1	$270K	Hold	3,807	–	–	0.14%	38
2024 Q4	$273K	Sell	3,807 -125	-3%	-$8.96K	0.13%	38
2024 Q3	$332K	Hold	3,932	–	–	0.16%	35
2024 Q2	$278K	Hold	3,932	–	–	0.14%	37
2024 Q1	$251K	Hold	3,932	–	–	0.12%	40
2023 Q4	$239K	Hold	3,932	–	–	0.13%	39
2023 Q3	$225K	Hold	3,932	–	–	0.13%	38
2023 Q2	$292K	Hold	3,932	–	–	0.16%	37
2023 Q1	$303K	Hold	3,932	–	–	0.18%	35
2022 Q4	$329K	Hold	3,932	–	–	0.21%	35
2022 Q3	$308K	Hold	3,932	–	–	0.21%	34
2022 Q2	$304K	Hold	3,932	–	–	0.19%	36
2022 Q1	$333K	Hold	3,932	–	–	0.19%	35
2021 Q4	$367K	Hold	3,932	–	–	0.18%	37
2021 Q3	$308K	Hold	3,932	–	–	0.16%	38
2021 Q2	$288K	Hold	3,932	–	–	0.16%	36
2021 Q1	$297K	Buy	3,932 +3,629	+1,198%	+$274K	0.18%	35
2020 Q4	$3.93K	Sell	303 -680	-69%	-$8.82K	0.39%	33
2020 Q3	$273K	Sell	983 -12	-1%	-$3.33K	0.18%	35
2020 Q2	$239K	Hold	995	–	–	0.17%	35
2020 Q1	$239K	Hold	995	–	–	0.21%	35
2019 Q4	$240K	Sell	995 -7	-0.7%	-$1.69K	0.16%	36
2019 Q3	$233K	Hold	1,002	–	–	0.17%	37
2019 Q2	$205K	Buy	+1,002	New	+$205K	0.14%	41
2018 Q3	–	Sell	-1,002	Closed	-$167K	–	68
2018 Q2	$167K	Buy	+1,002	New	+$167K	0.15%	45