Lake Street Advisors Group’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.84M | Sell |
25,657
-292
| -1% | -$20.9K | 0.08% | 146 |
|
|
2024
Q3 | $2.19M | Sell |
25,949
-213
| -0.8% | -$18K | 0.1% | 117 |
|
|
2024
Q2 | $1.85M | Sell |
26,162
-498
| -2% | -$35.3K | 0.09% | 138 |
|
|
2024
Q1 | $1.7M | Buy |
26,660
+3,604
| +16% | +$230K | 0.08% | 155 |
|
|
2023
Q4 | $1.4M | Buy |
23,056
+5,317
| +30% | +$323K | 0.07% | 181 |
|
|
2023
Q3 | $1.02M | Sell |
17,739
-5,134
| -22% | -$294K | 0.06% | 165 |
|
|
2023
Q2 | $1.7M | Buy |
22,873
+443
| +2% | +$32.9K | 0.09% | 137 |
|
|
2023
Q1 | $1.73M | Buy |
22,430
+135
| +0.6% | +$10.4K | 0.11% | 123 |
|
|
2022
Q4 | $1.86M | Buy |
22,295
+347
| +2% | +$29K | 0.12% | 112 |
|
|
2022
Q3 | $1.72M | Buy |
21,948
+1,740
| +9% | +$136K | 0.12% | 113 |
|
|
2022
Q2 | $1.57M | Buy |
20,208
+155
| +0.8% | +$12K | 0.11% | 121 |
|
|
2022
Q1 | $1.7M | Buy |
20,053
+519
| +3% | +$44K | 0.11% | 124 |
|
|
2021
Q4 | $1.82M | Buy |
19,534
+4,960
| +34% | +$463K | 0.12% | 122 |
|
|
2021
Q3 | $1.14M | Buy |
14,574
+2,555
| +21% | +$201K | 0.12% | 108 |
|
|
2021
Q2 | $998K | Sell |
12,019
-102
| -0.8% | -$8.47K | 0.07% | 111 |
|
|
2021
Q1 | $916K | Buy |
12,121
+178
| +1% | +$13.5K | 0.07% | 107 |
|
|
2020
Q4 | $921K | Buy |
11,943
+623
| +6% | +$48K | 0.08% | 108 |
|
|
2020
Q3 | $786K | Buy |
11,320
+608
| +6% | +$42.2K | 0.07% | 107 |
|
|
2020
Q2 | $643K | Buy |
10,712
+248
| +2% | +$14.9K | 0.07% | 112 |
|
|
2020
Q1 | $629K | Buy |
10,464
+1,356
| +15% | +$81.5K | 0.08% | 98 |
|
|
2019
Q4 | $551K | Buy |
9,108
+716
| +9% | +$43.3K | 0.05% | 114 |
|
|
2019
Q3 | $440K | Buy |
8,392
+1,236
| +17% | +$64.8K | 0.05% | 107 |
|
|
2019
Q2 | $367K | Buy |
7,156
+504
| +8% | +$25.8K | 0.04% | 129 |
|
|
2019
Q1 | $321K | Sell |
6,652
-148
| -2% | -$7.14K | 0.03% | 145 |
|
|
2018
Q4 | $295K | Buy |
6,800
+972
| +17% | +$42.2K | 0.04% | 137 |
|
|
2018
Q3 | $244K | Sell |
5,828
-3,844
| -40% | -$161K | 0.03% | 167 |
|
|
2018
Q2 | $404K | Buy |
9,672
+412
| +4% | +$17.2K | 0.04% | 183 |
|
|
2018
Q1 | $378K | Buy |
9,260
+348
| +4% | +$14.2K | 0.04% | 163 |
|
|
2017
Q4 | $348K | Buy |
+8,912
| New | +$348K | 0.04% | 184 |
|