L.M. Kohn & Company’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 | $542K | Sell |
7,807
-7,243
| -48% | -$503K | 0.15% | 131 |
|
|
2025
Q1 | $1.07M | Sell |
15,050
-303
| -2% | -$21.5K | 0.28% | 71 |
|
|
2024
Q4 | $1.1M | Buy |
15,353
+145
| +1% | +$10.4K | 0.28% | 65 |
|
|
2024
Q3 | $1.29M | Buy |
15,208
+899
| +6% | +$76K | 0.33% | 62 |
|
|
2024
Q2 | $1.01M | Buy |
14,309
+539
| +4% | +$38.2K | 0.27% | 69 |
|
|
2024
Q1 | $880K | Buy |
13,770
+4,569
| +50% | +$292K | 0.25% | 86 |
|
|
2023
Q4 | $559K | Buy |
9,201
+1,015
| +12% | +$61.7K | 0.18% | 118 |
|
|
2023
Q3 | $469K | Sell |
8,186
-618
| -7% | -$35.4K | 0.17% | 123 |
|
|
2023
Q2 | $653K | Buy |
8,804
+2,717
| +45% | +$202K | 0.25% | 95 |
|
|
2023
Q1 | $469K | Buy |
6,087
+2,996
| +97% | +$231K | 0.19% | 120 |
|
|
2022
Q4 | $258K | Sell |
3,091
-1
| -0% | -$84 | 0.12% | 176 |
|
|
2022
Q3 | $243K | Sell |
3,092
-60
| -2% | -$4.72K | 0.12% | 169 |
|
|
2022
Q2 | $245K | Hold |
3,152
| – | – | 0.11% | 186 |
|
|
2022
Q1 | $267K | Buy |
+3,152
| New | +$267K | 0.1% | 201 |
|