UP Strategic Wealth Investment Advisors’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	$292K	Sell	4,200 -300	-7%	-$20.8K	0.23%	62
2025 Q1	$319K	Buy	+4,500	New	+$319K	0.28%	58
2024 Q4	–	Sell	-3,341	Closed	-$282K	–	87
2024 Q3	$282K	Buy	+3,341	New	+$282K	0.32%	59