Kelly Lawrence W & 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 | $115K | Hold |
1,660
| – | – | 0.03% | 92 |
|
|
2025
Q1 | $118K | Hold |
1,660
| – | – | 0.03% | 96 |
|
|
2024
Q4 | $119K | Hold |
1,660
| – | – | 0.03% | 98 |
|
|
2024
Q3 | $140K | Sell |
1,660
-1,400
| -46% | -$118K | 0.03% | 94 |
|
|
2024
Q2 | $217K | Hold |
3,060
| – | – | 0.05% | 80 |
|
|
2024
Q1 | $196K | Hold |
3,060
| – | – | 0.04% | 80 |
|
|
2023
Q4 | $186K | Hold |
3,060
| – | – | 0.04% | 80 |
|
|
2023
Q3 | $175K | Hold |
3,060
| – | – | 0.05% | 78 |
|
|
2023
Q2 | $229K | Hold |
3,060
| – | – | 0.06% | 73 |
|
|
2023
Q1 | $236K | Hold |
3,060
| – | – | 0.06% | 70 |
|
|
2022
Q4 | $256K | Hold |
3,060
| – | – | 0.07% | 68 |
|
|
2022
Q3 | $240K | Hold |
3,060
| – | – | 0.07% | 79 |
|
|
2022
Q2 | $237K | Hold |
3,060
| – | – | 0.06% | 76 |
|
|
2022
Q1 | $259K | Hold |
3,060
| – | – | 0.06% | 70 |
|
|
2021
Q4 | $285K | Hold |
3,060
| – | – | 0.06% | 66 |
|
|
2021
Q3 | $240K | Hold |
3,060
| – | – | 0.05% | 69 |
|
|
2021
Q2 | $224K | Hold |
3,060
| – | – | 0.05% | 73 |
|
|
2021
Q1 | $232K | Buy |
3,060
+2,800
| +1,077% | +$212K | 0.05% | 68 |
|
|
2020
Q4 | $20K | Hold |
260
| – | – | 0.01% | 83 |
|
|
2020
Q3 | $18K | Hold |
260
| – | – | 0.01% | 111 |
|
|
2020
Q2 | $16K | Hold |
260
| – | – | ﹤0.01% | 108 |
|
|
2020
Q1 | $16K | Buy |
+260
| New | +$16K | ﹤0.01% | 109 |
|