Brown, Lisle/Cummings’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
Q3
$1.2M Hold
2025
Q2
$1.1M Sell
2025
Q1
$1.14M Buy
2024
Q4
$1.15M Buy
2024
Q3
$1.29M Sell
2024
Q2
$1.1M Buy
2024
Q1
$804K Hold
2023
Q4
$764K Buy
2023
Q3
$137K Hold
2023
Q2
$178K Hold
2023
Q1
$185K Buy
2022
Q4
$194K Buy
2022
Q3
$174K Hold
2022
Q2
$172K Buy
2022
Q1
$183K Buy
2021
Q4
$183K Buy