Ullmann Wealth Partners Group’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	$662K	Buy	7,131 +170	+2%	+$15.1K	0.07%	88
2025 Q4	$567K	Buy	6,961 +12	+0.2%	+$994	0.06%	97
2025 Q3	$525K	Sell	6,949 -378	-5%	-$27.6K	0.06%	95
2025 Q2	$509K	Buy	7,327 +490	+7%	+$34K	0.06%	94
2025 Q1	$485K	Sell	6,837 -476	-7%	-$33.6K	0.06%	92
2024 Q4	$524K	Sell	7,313 -7	-0.1%	-$544	0.07%	86
2024 Q3	$619K	Buy	7,320 +366	+5%	+$28.6K	0.08%	77
2024 Q2	$492K	Buy	6,954 +284	+4%	+$20.1K	0.07%	76
2024 Q1	$426K	Buy	6,670 +42	+0.6%	+$2.46K	0.06%	78
2023 Q4	$403K	Sell	6,628 -138	-2%	-$7.87K	0.07%	75
2023 Q3	$388K	Sell	6,766 -664	-9%	-$46K	0.07%	70
2023 Q2	$551K	Buy	7,430 +331	+5%	+$25.1K	0.11%	57
2023 Q1	$547K	Sell	7,099 -92	-1%	-$7.08K	0.12%	49
2022 Q4	$601K	Buy	7,191 +2	+0%	+$162	0.15%	45
2022 Q3	$564K	Sell	7,189 -578	-7%	-$49K	0.16%	44
2022 Q2	$602K	Buy	7,767 +600	+8%	+$45.7K	0.16%	46
2022 Q1	$607K	Hold	7,167	–	–	0.16%	44
2021 Q4	$669K	Hold	7,167	–	–	0.18%	42
2021 Q3	$563K	Buy	7,167 +200	+3%	+$16.1K	0.22%	41
2021 Q2	$511K	Hold	6,967	–	–	0.21%	43
2021 Q1	$527K	Sell	6,967 -749	-10%	-$58.5K	0.23%	43
2020 Q4	$595K	Buy	7,716 +264	+4%	+$19.7K	0.3%	37
2020 Q3	$517K	Hold	7,452	–	–	0.3%	38
2020 Q2	$447K	Buy	7,452 +4	+0.1%	+$239	0.28%	37
2020 Q1	$448K	Sell	7,448 -188	-2%	-$11.8K	0.34%	32
2019 Q4	$462K	Sell	7,636 -884	-10%	-$51.6K	0.28%	34
2019 Q3	$496K	Hold	8,520	–	–	0.31%	33
2019 Q2	$436K	Buy	8,520 +228	+3%	+$11.2K	0.27%	38
2019 Q1	$401K	Hold	8,292	–	–	0.26%	37
2018 Q4	$360K	Buy	+8,292	New	+$363K	0.27%	34
2017 Q4	–	Sell	-6,552	Closed	-$200K	–	57
2017 Q3	$200K	Buy	6,552 +1,980	+43%	+$72.5K	0.2%	48
2017 Q2	$160K	Buy	4,572 +1,656	+57%	+$56.6K	0.12%	60
2017 Q1	$93K	Buy	+2,916	New	+$91.7K	0.08%	67