Oak Harbor Wealth Partners’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	–	Sell	-9,601	Closed	-$681K	–	262
2025 Q1	$681K	Sell	9,601 -8,670	-47%	-$615K	0.19%	105
2024 Q4	$1.31M	Sell	18,271 -305	-2%	-$21.9K	0.38%	69
2024 Q3	$1.57M	Buy	18,576 +14,451	+350%	+$1.22M	0.45%	61
2024 Q2	$292K	Buy	+4,125	New	+$292K	0.09%	134