Williamson Legacy 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	-8,831	Closed	-$626K	–	128
2025 Q1	$626K	Buy	8,831 +5,906	+202%	+$419K	0.59%	74
2024 Q4	$210K	Sell	2,925 -71	-2%	-$5.09K	0.14%	114
2024 Q3	$253K	Buy	+2,996	New	+$253K	0.17%	101