L.J. Altfest & Co’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
Q1
Sell
2024
Q4
$888K Sell
2024
Q3
$1.13M Buy
2016
Q3
Sell
2016
Q2
$230K Hold
2016
Q1
$209K Buy
2015
Q4
Sell
2015
Q3
$115K Buy