Mosaic Financial 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
2025 Q1	–	Sell	-3,074	Closed	-$220K	–	125
2024 Q4	$220K	Sell	3,074 -421	-12%	-$30.1K	0.16%	111
2024 Q3	$295K	Sell	3,495 -196	-5%	-$16.5K	0.21%	88
2024 Q2	$261K	Buy	3,691 +70	+2%	+$4.95K	0.19%	98
2024 Q1	$231K	Buy	+3,621	New	+$231K	0.19%	107