Merrion Investment 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
2025 Q2	$343K	Sell	4,935 -2,075	-30%	-$144K	0.22%	83
2025 Q1	$497K	Hold	7,010	–	–	0.36%	61
2024 Q4	$503K	Hold	7,010	–	–	0.35%	61
2024 Q3	$593K	Hold	7,010	–	–	0.39%	53
2024 Q2	$496K	Hold	7,010	–	–	0.34%	57
2024 Q1	$448K	Hold	7,010	–	–	0.32%	62
2023 Q4	$426K	Hold	7,010	–	–	0.33%	61
2023 Q3	$402K	Sell	7,010 -375	-5%	-$21.5K	0.35%	56
2023 Q2	$548K	Hold	7,385	–	–	0.46%	44
2023 Q1	$569K	Sell	7,385 -500	-6%	-$38.5K	0.54%	38
2022 Q4	$659K	Hold	7,885	–	–	0.61%	33
2022 Q3	$618K	Sell	7,885 -175	-2%	-$13.7K	0.61%	36
2022 Q2	$624K	Hold	8,060	–	–	0.6%	34
2022 Q1	$682K	Hold	8,060	–	–	0.5%	41
2021 Q4	$752K	Hold	8,060	–	–	0.55%	37
2021 Q3	$632K	Hold	8,060	–	–	0.48%	44
2021 Q2	$590K	Hold	8,060	–	–	0.45%	45
2021 Q1	$609K	Hold	8,060	–	–	0.51%	42
2020 Q4	$622K	Buy	+8,060	New	+$622K	0.53%	38