LRPA
L. Roy Papp & Associates’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,221
| Closed | -$231K | – | 178 |
|
|
2024
Q4 | $231K | Hold |
3,221
| – | – | 0.03% | 170 |
|
|
2024
Q3 | $272K | Sell |
3,221
-510
| -14% | -$43.1K | 0.03% | 152 |
|
|
2024
Q2 | $264K | Sell |
3,731
-450
| -11% | -$31.9K | 0.03% | 154 |
|
|
2024
Q1 | $267K | Sell |
4,181
-3,600
| -46% | -$230K | 0.03% | 152 |
|
|
2023
Q4 | $473K | Sell |
7,781
-300
| -4% | -$18.2K | 0.06% | 121 |
|
|
2023
Q3 | $463K | Sell |
8,081
-3,775
| -32% | -$216K | 0.06% | 119 |
|
|
2023
Q2 | $880K | Hold |
11,856
| – | – | 0.11% | 102 |
|
|
2023
Q1 | $914K | Sell |
11,856
-380
| -3% | -$29.3K | 0.12% | 101 |
|
|
2022
Q4 | $1.02M | Sell |
12,236
-500
| -4% | -$41.8K | 0.14% | 92 |
|
|
2022
Q3 | $999K | Sell |
12,736
-200
| -2% | -$15.7K | 0.15% | 88 |
|
|
2022
Q2 | $1M | Buy |
12,936
+250
| +2% | +$19.4K | 0.15% | 94 |
|
|
2022
Q1 | $1.08M | Buy |
12,686
+1,072
| +9% | +$90.8K | 0.13% | 98 |
|
|
2021
Q4 | $1.08M | Sell |
11,614
-46
| -0.4% | -$4.29K | 0.12% | 96 |
|
|
2021
Q3 | $916K | Buy |
11,660
+580
| +5% | +$45.6K | 0.12% | 103 |
|
|
2021
Q2 | $812K | Buy |
11,080
+5,250
| +90% | +$385K | 0.1% | 107 |
|
|
2021
Q1 | $441K | Buy |
+5,830
| New | +$441K | 0.06% | 129 |
|
|
2020
Q1 | – | Sell |
-1,014
| Closed | -$246K | – | 161 |
|
|
2019
Q4 | $246K | Buy |
1,014
+18
| +2% | +$4.37K | 0.04% | 157 |
|
|
2019
Q3 | $232K | Buy |
+996
| New | +$232K | 0.04% | 155 |
|