THWM

Taylor Hoffman Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$389K	Sell	5,571 -87	-2%	-$6.08K	0.16%	85
2024 Q1	$362K	Sell	5,658 -168	-3%	-$10.7K	0.15%	86
2023 Q4	$354K	Sell	5,826 -8,000	-58%	-$486K	0.16%	83
2023 Q3	$792K	Hold	13,826	–	–	0.41%	54
2023 Q2	$1.03M	Hold	13,826	–	–	0.51%	49
2023 Q1	$1.07M	Hold	13,826	–	–	0.58%	46
2022 Q4	$1.16M	Sell	13,826 -2,312	-14%	-$193K	0.71%	45
2022 Q3	$1.27M	Hold	16,138	–	–	0.66%	52
2022 Q2	$1.3M	Hold	16,138	–	–	0.64%	53
2022 Q1	$1.37M	Hold	16,138	–	–	0.55%	57
2021 Q4	$1.51M	Hold	16,138	–	–	0.57%	55
2021 Q3	$1.28M	Hold	16,138	–	–	0.55%	59
2021 Q2	$1.18M	Sell	16,138 -106	-0.7%	-$7.77K	0.51%	66
2021 Q1	$1.23M	Sell	16,244 -828	-5%	-$62.6K	0.56%	62
2020 Q4	$1.32M	Buy	17,072 +12,904	+310%	+$30.9K	0.67%	54
2020 Q3	$1.16M	Sell	4,168 -173	-4%	-$48K	0.68%	54
2020 Q2	$1.04M	Buy	4,341 +2,000	+85%	+$481K	0.65%	61
2020 Q1	$563K	Sell	2,341 -2,015	-46%	-$485K	0.54%	68
2019 Q4	$1.06M	Hold	4,356	–	–	0.68%	48
2019 Q3	$1.02M	Buy	4,356 +2,100	+93%	+$489K	0.72%	46
2019 Q2	$462K	Sell	2,256 -2,000	-47%	-$410K	0.37%	71
2019 Q1	$823K	Buy	4,256 +354	+9%	+$68.5K	0.61%	52
2018 Q4	$678K	Buy	3,902 +769	+25%	+$134K	0.61%	48
2018 Q3	$525K	Hold	3,133	–	–	0.41%	65
2018 Q2	$523K	Sell	3,133 -75	-2%	-$12.5K	0.45%	61
2018 Q1	$524K	Hold	3,208	–	–	0.48%	59
2017 Q4	$501K	Buy	+3,208	New	+$501K	0.48%	60