Pictet North America Advisors’s NextEra Energy NEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$938K	Sell	10,100 -805	-7%	-$71.6K	0.09%	93
2025 Q4	$875K	Hold	10,905	–	–	0.08%	98
2025 Q3	$823K	Buy	10,905 +805	+8%	+$58.8K	0.08%	96
2025 Q2	$701K	Hold	10,100	–	–	0.07%	96
2025 Q1	$716K	Sell	10,100 -794	-7%	-$56K	0.07%	96
2024 Q4	$781K	Sell	10,894 -356	-3%	-$27.7K	0.07%	102
2024 Q3	$951K	Buy	11,250 +923	+9%	+$72K	0.09%	96
2024 Q2	$731K	Buy	10,327 +70	+0.7%	+$4.97K	0.08%	101
2024 Q1	$656K	Hold	10,257	–	–	0.07%	105
2023 Q4	$623K	Buy	10,257 +157	+2%	+$8.95K	0.08%	95
2023 Q3	$579K	Hold	10,100	–	–	0.08%	98
2023 Q2	$749K	Hold	10,100	–	–	0.1%	91
2023 Q1	$779K	Hold	10,100	–	–	0.13%	85
2022 Q4	$844K	Hold	10,100	–	–	0.15%	77
2022 Q3	$792K	Sell	10,100 -81	-0.8%	-$6.87K	0.13%	83
2022 Q2	$789K	Hold	10,181	–	–	0.1%	87
2022 Q1	$862K	Buy	10,181 +81	+0.8%	+$6.49K	0.1%	82
2021 Q4	$943K	Hold	10,100	–	–	0.09%	81
2021 Q3	$793K	Hold	10,100	–	–	0.08%	80
2021 Q2	$740K	Hold	10,100	–	–	0.08%	87
2021 Q1	$764K	Hold	10,100	–	–	0.09%	81
2020 Q4	$779K	Hold	10,100	–	–	0.1%	85
2020 Q3	$701K	Hold	10,100	–	–	0.1%	86
2020 Q2	$606K	Hold	10,100	–	–	0.09%	93
2020 Q1	$608K	Hold	10,100	–	–	0.1%	94
2019 Q4	$611K	Hold	10,100	–	–	0.08%	106
2019 Q3	$588K	Hold	10,100	–	–	0.08%	106
2019 Q2	$517K	Hold	10,100	–	–	0.08%	108
2019 Q1	$488K	Hold	10,100	–	–	0.07%	110
2018 Q4	$439K	Hold	10,100	–	–	0.04%	117
2018 Q3	$423K	Buy	+10,100	New	+$430K	0.06%	133