Wescott Financial Advisory 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	–	Sell	-2,850	Closed	-$202K	–	178
2025 Q1	$202K	Buy	+2,850	New	+$202K	0.02%	166
2023 Q3	–	Sell	-4,160	Closed	-$309K	–	160
2023 Q2	$309K	Buy	+4,160	New	+$309K	0.05%	130