Lakeshore Financial Planning’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 | – | Sell |
-2,968
| Closed | -$210K | – | 78 |
|
|
2025
Q1 | $210K | Hold |
2,968
| – | – | 0.09% | 72 |
|
|
2024
Q4 | $213K | Sell |
2,968
-26
| -0.9% | -$1.86K | 0.09% | 71 |
|
|
2024
Q3 | $253K | Buy |
2,994
+26
| +0.9% | +$2.2K | 0.11% | 58 |
|
|
2024
Q2 | $210K | Buy |
+2,968
| New | +$210K | 0.1% | 63 |
|
|
2023
Q4 | – | Sell |
-4,168
| Closed | -$239K | – | 67 |
|
|
2023
Q3 | $239K | Buy |
+4,168
| New | +$239K | 0.14% | 52 |
|