Pacific Capital 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
2024 Q2	–	Sell	-30,000	Closed	-$1.92M	–	62
2024 Q1	$1.92M	Sell	30,000 -2,500	-8%	-$160K	1.25%	23
2023 Q4	$1.97M	Sell	32,500 -82,500	-72%	-$5.01M	1.49%	20
2023 Q3	$6.59M	Buy	+115,000	New	+$6.59M	3.98%	7