LSA
L & S Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100,755
| Closed | -$7.14M | – | 358 |
|
|
2025
Q1 | $7.14M | Buy |
100,755
+54,924
| +120% | +$3.89M | 0.88% | 26 |
|
|
2024
Q4 | $3.29M | Sell |
45,831
-12,659
| -22% | -$908K | 0.36% | 78 |
|
|
2024
Q3 | $4.94M | Sell |
58,490
-6,537
| -10% | -$553K | 0.52% | 59 |
|
|
2024
Q2 | $4.6M | Buy |
+65,027
| New | +$4.6M | 0.53% | 53 |
|
|
2024
Q1 | – | Sell |
-91,734
| Closed | -$5.57M | – | 351 |
|
|
2023
Q4 | $5.57M | Buy |
+91,734
| New | +$5.57M | 0.68% | 50 |
|
|
2023
Q1 | – | Sell |
-29,718
| Closed | -$2.48M | – | 324 |
|
|
2022
Q4 | $2.48M | Buy |
29,718
+3,179
| +12% | +$266K | 0.46% | 60 |
|
|
2022
Q3 | $2.08M | Buy |
+26,539
| New | +$2.08M | 0.37% | 67 |
|
|
2021
Q4 | – | Sell |
-15,545
| Closed | -$1.22M | – | 327 |
|
|
2021
Q3 | $1.22M | Buy |
15,545
+660
| +4% | +$51.8K | 0.13% | 185 |
|
|
2021
Q2 | $1.09M | Buy |
14,885
+1,890
| +15% | +$139K | 0.12% | 197 |
|
|
2021
Q1 | $983K | Sell |
12,995
-31,082
| -71% | -$2.35M | 0.11% | 209 |
|
|
2020
Q4 | $3.4M | Buy |
44,077
+19,328
| +78% | +$1.49M | 0.39% | 80 |
|
|
2020
Q3 | $6.87M | Buy |
24,749
+14,044
| +131% | +$3.9M | 0.94% | 17 |
|
|
2020
Q2 | $2.57M | Sell |
10,705
-3,451
| -24% | -$829K | 0.38% | 75 |
|
|
2020
Q1 | $3.41M | Sell |
14,156
-4,916
| -26% | -$1.18M | 0.64% | 33 |
|
|
2019
Q4 | $4.62M | Sell |
19,072
-14,804
| -44% | -$3.59M | 0.59% | 43 |
|
|
2019
Q3 | $7.89M | Buy |
33,876
+4,860
| +17% | +$1.13M | 1.1% | 16 |
|
|
2019
Q2 | $5.94M | Sell |
29,016
-10,200
| -26% | -$2.09M | 0.78% | 31 |
|
|
2019
Q1 | $7.58M | Buy |
39,216
+24,450
| +166% | +$4.73M | 1.02% | 21 |
|
|
2018
Q4 | $2.57M | Sell |
14,766
-280
| -2% | -$48.7K | 0.48% | 44 |
|
|
2018
Q3 | $2.52M | Buy |
15,046
+5,480
| +57% | +$919K | 0.33% | 78 |
|
|
2018
Q2 | $1.6M | Buy |
+9,566
| New | +$1.6M | 0.27% | 94 |
|
|
2017
Q4 | – | Sell |
-8,270
| Closed | -$1.21M | – | 324 |
|
|
2017
Q3 | $1.21M | Sell |
8,270
-12,872
| -61% | -$1.89M | 0.2% | 105 |
|
|
2017
Q2 | $2.96M | Sell |
21,142
-1,372
| -6% | -$192K | 0.52% | 62 |
|
|
2017
Q1 | $2.89M | Buy |
+22,514
| New | +$2.89M | 0.55% | 64 |
|
|
2016
Q4 | – | Sell |
-26,692
| Closed | -$3.27M | – | 180 |
|
|
2016
Q3 | $3.27M | Sell |
26,692
-29,838
| -53% | -$3.65M | 0.9% | 44 |
|
|
2016
Q2 | $7.37M | Sell |
56,530
-12,974
| -19% | -$1.69M | 1.67% | 19 |
|
|
2016
Q1 | $8.23M | Buy |
69,504
+36,033
| +108% | +$4.26M | 2.03% | 7 |
|
|
2015
Q4 | $3.48M | Buy |
33,471
+1,973
| +6% | +$205K | 0.87% | 49 |
|
|
2015
Q3 | $3.07M | Buy |
31,498
+18,137
| +136% | +$1.77M | 0.89% | 45 |
|
|
2015
Q2 | $1.31M | Sell |
13,361
-9,715
| -42% | -$953K | 0.33% | 69 |
|
|
2015
Q1 | $2.4M | Buy |
23,076
+15,955
| +224% | +$1.66M | 0.63% | 55 |
|
|
2014
Q4 | $757K | Buy |
7,121
+3,161
| +80% | +$336K | 0.24% | 68 |
|
|
2014
Q3 | $372K | Buy |
3,960
+982
| +33% | +$92.2K | 0.18% | 46 |
|
|
2014
Q2 | $305K | Buy |
+2,978
| New | +$305K | 0.12% | 74 |
|
|
2013
Q4 | – | Sell |
-5,364
| Closed | -$430K | – | 105 |
|
|
2013
Q3 | $430K | Buy |
+5,364
| New | +$430K | 0.17% | 66 |
|