Alan B. Lancz & Associates’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Hold |
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|
2025
Q1 | $928K | Hold |
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|
2024
Q4 | $938K | Sell |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2023
Q4 | $550K | Hold |
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|
2023
Q3 | $519K | Hold |
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|
2023
Q2 | $672K | Hold |
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|
2023
Q1 | $698K | Buy |
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|
2022
Q4 | $766K | Hold |
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|
2022
Q3 | $709K | Hold |
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|
2022
Q2 | $764K | Sell |
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|
2022
Q1 | $856K | Hold |
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|
2021
Q4 | $943K | Buy |
|