United Advisor 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
2025 Q2	$290K	Buy	4,183 +977	+30%	+$67.8K	0.05%	319
2025 Q1	$227K	Sell	3,206 -1,117	-26%	-$79.2K	0.05%	322
2024 Q4	$310K	Buy	4,323 +1,543	+56%	+$111K	0.06%	291
2024 Q3	$235K	Buy	+2,780	New	+$235K	0.05%	308