LJAC
L.J. Altfest & Co’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,385
| Closed | -$888K | – | 352 |
|
|
2024
Q4 | $888K | Sell |
12,385
-935
| -7% | -$67K | 0.11% | 125 |
|
|
2024
Q3 | $1.13M | Buy |
+13,320
| New | +$1.13M | 0.15% | 114 |
|
|
2016
Q3 | – | Sell |
-1,766
| Closed | -$230K | – | 125 |
|
|
2016
Q2 | $230K | Hold |
1,766
| – | – | 0.16% | 110 |
|
|
2016
Q1 | $209K | Buy |
+1,766
| New | +$209K | 0.22% | 80 |
|
|
2015
Q4 | – | Sell |
-1,181
| Closed | -$115K | – | 111 |
|
|
2015
Q3 | $115K | Buy |
+1,181
| New | +$115K | 0.11% | 107 |
|