Orion Investment Company’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	$7.06M	Buy	101,747 +1,873	+2%	+$130K	2.5%	13
2025 Q1	$7.08M	Buy	99,874 +846	+0.9%	+$60K	2.89%	10
2024 Q4	$7.1M	Buy	99,028 +3,715	+4%	+$266K	2.83%	14
2024 Q3	$8.06M	Sell	95,313 -827	-0.9%	-$69.9K	3.13%	10
2024 Q2	$6.81M	Buy	+96,140	New	+$6.81M	2.71%	11