Lantern Wealth Advisors’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 | $1.64M | Buy |
+23,600
| New | +$1.64M | 0.98% | 30 |
|
|
2024
Q4 | $1.57M | Buy |
21,939
+1,189
| +6% | +$85.2K | 1.02% | 28 |
|
|
2024
Q3 | $1.75M | Sell |
20,750
-201
| -1% | -$17K | 1.22% | 21 |
|
|
2024
Q2 | $1.48M | Buy |
20,951
+4,001
| +24% | +$283K | 1.08% | 25 |
|
|
2024
Q1 | $1.08M | Buy |
16,950
+3,100
| +22% | +$198K | 0.76% | 37 |
|
|
2023
Q4 | $841K | Buy |
+13,850
| New | +$841K | 0.66% | 46 |
|