Summit Wealth Group’s NextEra Energy, Inc. NEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-93,703	Closed	-$1K	–	195
2023 Q1	$1K	Buy	+93,703	New	+$1K	0.02%	129
2021 Q3	–	Sell	-795	Closed	-$58K	–	161
2021 Q2	$58K	Hold	795	–	–	0.09%	50
2021 Q1	$60K	Buy	+795	New	+$60K	0.1%	42