Alan B. Lancz & Associates’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 | $909K | Hold |
13,091
| – | – | 0.91% | 29 |
|
|
2025
Q1 | $928K | Hold |
13,091
| – | – | 0.99% | 24 |
|
|
2024
Q4 | $938K | Sell |
13,091
-1,100
| -8% | -$78.9K | 0.95% | 21 |
|
|
2024
Q3 | $1.2M | Sell |
14,191
-100
| -0.7% | -$8.45K | 1.1% | 20 |
|
|
2024
Q2 | $1.01M | Buy |
+14,291
| New | +$1.01M | 1% | 20 |
|
|
2023
Q4 | $550K | Hold |
9,054
| – | – | 0.58% | 40 |
|
|
2023
Q3 | $519K | Hold |
9,054
| – | – | 0.59% | 42 |
|
|
2023
Q2 | $672K | Hold |
9,054
| – | – | 0.72% | 31 |
|
|
2023
Q1 | $698K | Buy |
9,054
+10
| +0.1% | +$771 | 0.72% | 32 |
|
|
2022
Q4 | $766K | Hold |
9,044
| – | – | 0.77% | 29 |
|
|
2022
Q3 | $709K | Hold |
9,044
| – | – | 0.84% | 28 |
|
|
2022
Q2 | $764K | Sell |
9,044
-1,060
| -10% | -$89.5K | 0.76% | 30 |
|
|
2022
Q1 | $856K | Hold |
10,104
| – | – | 0.76% | 30 |
|
|
2021
Q4 | $943K | Buy |
+10,104
| New | +$943K | 0.82% | 25 |
|