Lake Street Private Wealth’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 | $450K | Sell |
6,476
-542
| -8% | -$37.6K | 0.06% | 169 |
|
|
2025
Q1 | $498K | Buy |
7,018
+2,427
| +53% | +$172K | 0.08% | 155 |
|
|
2024
Q4 | $329K | Sell |
4,591
-41
| -0.9% | -$2.94K | 0.05% | 185 |
|
|
2024
Q3 | $392K | Sell |
4,632
-3,843
| -45% | -$325K | 0.06% | 191 |
|
|
2024
Q2 | $600K | Buy |
8,475
+79
| +0.9% | +$5.6K | 0.08% | 199 |
|
|
2024
Q1 | $537K | Buy |
8,396
+6
| +0.1% | +$383 | 0.07% | 219 |
|
|
2023
Q4 | $510K | Sell |
8,390
-4,059
| -33% | -$247K | 0.08% | 212 |
|
|
2023
Q3 | $711K | Sell |
12,449
-180
| -1% | -$10.3K | 0.13% | 153 |
|
|
2023
Q2 | $937K | Buy |
12,629
+671
| +6% | +$49.8K | 0.16% | 133 |
|
|
2023
Q1 | $922K | Sell |
11,958
-144
| -1% | -$11.1K | 0.17% | 132 |
|
|
2022
Q4 | $1.01M | Buy |
12,102
+429
| +4% | +$35.9K | 0.21% | 122 |
|
|
2022
Q3 | $915K | Sell |
11,673
-226
| -2% | -$17.7K | 0.21% | 112 |
|
|
2022
Q2 | $922K | Sell |
11,899
-32,825
| -73% | -$2.54M | 0.19% | 118 |
|
|
2022
Q1 | $3.79M | Sell |
44,724
-20,429
| -31% | -$1.73M | 0.68% | 32 |
|
|
2021
Q4 | $6.08M | Buy |
65,153
+5,311
| +9% | +$496K | 1.07% | 19 |
|
|
2021
Q3 | $4.7M | Buy |
59,842
+2,868
| +5% | +$225K | 1.14% | 17 |
|
|
2021
Q2 | $4.23M | Buy |
56,974
+1,031
| +2% | +$76.5K | 1.08% | 24 |
|
|
2021
Q1 | $4.23M | Sell |
55,943
-1,080
| -2% | -$81.7K | 1.17% | 22 |
|
|
2020
Q4 | $4.4M | Sell |
57,023
-669
| -1% | -$51.6K | 1.27% | 19 |
|
|
2020
Q3 | $4M | Buy |
57,692
+112
| +0.2% | +$7.77K | 1.34% | 18 |
|
|
2020
Q2 | $3.46M | Buy |
57,580
+1,732
| +3% | +$104K | 1.28% | 19 |
|
|
2020
Q1 | $3.36M | Sell |
55,848
-1,076
| -2% | -$64.7K | 1.53% | 16 |
|
|
2019
Q4 | $3.45M | Buy |
56,924
+6,200
| +12% | +$375K | 1.32% | 17 |
|
|
2019
Q3 | $2.96M | Sell |
50,724
-1,672
| -3% | -$97.4K | 1.34% | 19 |
|
|
2019
Q2 | $2.68M | Buy |
52,396
+4,588
| +10% | +$235K | 1.58% | 16 |
|
|
2019
Q1 | $2.31M | Buy |
+47,808
| New | +$2.31M | 1.59% | 19 |
|