L.M. Kohn & Company’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
$204K Sell
2025
Q2
$542K Sell
2025
Q1
$1.07M Sell
2024
Q4
$1.1M Buy
2024
Q3
$1.29M Buy
2024
Q2
$1.01M Buy
2024
Q1
$880K Buy
2023
Q4
$559K Buy
2023
Q3
$469K Sell
2023
Q2
$653K Buy
2023
Q1
$469K Buy
2022
Q4
$258K Sell
2022
Q3
$243K Sell
2022
Q2
$245K Hold
2022
Q1
$267K Buy