Studio Investment 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
2026 Q1	$8.1M	Sell	87,222 -526	-0.6%	-$46.8K	1.46%	13
2025 Q4	$7.04M	Sell	87,748 -237	-0.3%	-$19.6K	1.29%	17
2025 Q3	$6.64M	Sell	87,985 -1,501	-2%	-$110K	1.25%	18
2025 Q2	$6.21M	Sell	89,486 -1,019	-1%	-$70.8K	1.25%	19
2025 Q1	$6.42M	Sell	90,505 -405	-0.4%	-$28.6K	1.33%	17
2024 Q4	$6.52M	Sell	90,910 -2,159	-2%	-$168K	1.39%	15
2024 Q3	$7.87M	Sell	93,069 -146	-0.2%	-$11.4K	1.65%	12
2024 Q2	$6.6M	Sell	93,215 -78	-0.1%	-$5.53K	1.5%	16
2024 Q1	$5.96M	Sell	93,293 -1,559	-2%	-$91.3K	1.42%	17
2023 Q4	$5.76M	Buy	94,852 +10,837	+13%	+$618K	1.47%	16
2023 Q3	$4.81M	Buy	84,015 +6,277	+8%	+$435K	1.34%	20
2023 Q2	$5.77M	Buy	77,738 +4,745	+7%	+$359K	1.61%	17
2023 Q1	$5.63M	Sell	72,993 -3,490	-5%	-$268K	1.7%	17
2022 Q4	$6.39M	Sell	76,483 -1,832	-2%	-$148K	2.07%	10
2022 Q3	$6.14M	Sell	78,315 -10,532	-12%	-$893K	2.21%	10
2022 Q2	$6.88M	Sell	88,847 -1,855	-2%	-$141K	2.39%	9
2022 Q1	$7.68M	Buy	90,702 +3,175	+4%	+$254K	2.53%	9
2021 Q4	$8.17M	Sell	87,527 -2,355	-3%	-$204K	2.94%	8
2021 Q3	$7.06M	Buy	+89,882	New	+$7.25M	3.03%	8