SignalPoint Asset Management’s NextEra Energy NEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$287K	Sell	3,998 -79	-2%	-$6.14K	0.07%	202
2024 Q3	$345K	Sell	4,077 -31	-0.8%	-$2.42K	0.08%	194
2024 Q2	$291K	Buy	4,108 +9	+0.2%	+$639	0.08%	203
2024 Q1	$262K	Buy	4,099 +11	+0.3%	+$644	0.07%	199
2023 Q4	$248K	Buy	4,088 +10	+0.2%	+$570	0.07%	194
2023 Q3	$234K	Buy	4,078 +9	+0.2%	+$623	0.07%	193
2023 Q2	$302K	Sell	4,069 -22	-0.5%	-$1.67K	0.09%	174
2023 Q1	$315K	Buy	4,091 +15	+0.4%	+$1.15K	0.1%	172
2022 Q4	$341K	Buy	4,076 +6	+0.1%	+$485	0.12%	158
2022 Q3	$319K	Buy	4,070 +157	+4%	+$13.3K	0.12%	155
2022 Q2	$303K	Buy	3,913 +7	+0.2%	+$533	0.11%	168
2022 Q1	$331K	Buy	3,906 +7	+0.2%	+$561	0.1%	171
2021 Q4	$364K	Sell	3,899 -54	-1%	-$4.67K	0.11%	164
2021 Q3	$310K	Buy	3,953 +5	+0.1%	+$403	0.1%	167
2021 Q2	$289K	Sell	3,948 -350	-8%	-$26.3K	0.09%	178
2021 Q1	$325K	Buy	4,298 +681	+19%	+$53.1K	0.11%	161
2020 Q4	$279K	Buy	3,617 +5	+0.1%	+$374	0.11%	164
2020 Q3	$251K	Buy	3,612 +4	+0.1%	+$276	0.1%	163
2020 Q2	$217K	Buy	3,608 +8	+0.2%	+$479	0.1%	168
2020 Q1	$217K	Sell	3,600 -800	-18%	-$50.3K	0.11%	158
2019 Q4	$266K	Sell	4,400 -56	-1%	-$3.27K	0.11%	165
2019 Q3	$260K	Sell	4,456 -1,144	-20%	-$61.9K	0.12%	184
2019 Q2	$286K	Hold	5,600	–	–	0.14%	174
2019 Q1	$271K	Buy	+5,600	New	+$256K	0.12%	179
2018 Q4	–	Sell	-6,412	Closed	-$268K	–	214
2018 Q3	$268K	Buy	6,412 +1,200	+23%	+$51.1K	0.12%	175
2018 Q2	$218K	Hold	5,212	–	–	0.1%	191
2018 Q1	$213K	Hold	5,212	–	–	0.1%	195
2017 Q4	$204K	Buy	+5,212	New	+$201K	0.1%	194
2016 Q4	–	Sell	-6,576	Closed	-$201K	–	253
2016 Q3	$201K	Sell	6,576 -1,392	-17%	-$43.9K	0.05%	230
2016 Q2	$260K	Buy	+7,968	New	+$239K	0.11%	192