Planning Directions’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	$207K	Sell	2,989 -2,779	-48%	-$193K	0.12%	84
2025 Q1	$409K	Buy	5,768 +2,420	+72%	+$172K	0.17%	74
2024 Q4	$240K	Buy	3,348 +116	+4%	+$8.32K	0.14%	70
2024 Q3	$273K	Buy	+3,232	New	+$273K	0.16%	66