Synergy Investment Management’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	–	Sell	-875	Closed	-$62K	–	395
2025 Q1	$62K	Buy	875 +27	+3%	+$1.91K	0.03%	213
2024 Q4	$60.8K	Buy	+848	New	+$60.8K	0.03%	221