Triad Wealth Partners’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	$267K	Buy	3,841 +394	+11%	+$27.4K	0.05%	235
2025 Q1	$244K	Sell	3,447 -254	-7%	-$18K	0.08%	182
2024 Q4	$265K	Buy	+3,701	New	+$265K	0.1%	152
2024 Q3	–	Sell	-1,810	Closed	-$128K	–	597
2024 Q2	$128K	Buy	+1,810	New	+$128K	0.07%	131