Lantz Financial’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 | $950K | Sell |
13,678
-4
| -0% | -$278 | 0.24% | 102 |
|
|
2025
Q1 | $970K | Buy |
13,682
+126
| +0.9% | +$8.93K | 0.27% | 96 |
|
|
2024
Q4 | $972K | Sell |
13,556
-41
| -0.3% | -$2.94K | 0.26% | 91 |
|
|
2024
Q3 | $1.15M | Buy |
13,597
+550
| +4% | +$46.5K | 0.31% | 85 |
|
|
2024
Q2 | $924K | Buy |
13,047
+1,795
| +16% | +$127K | 0.29% | 90 |
|
|
2024
Q1 | $719K | Buy |
11,252
+1,137
| +11% | +$72.7K | 0.23% | 99 |
|
|
2023
Q4 | $614K | Buy |
10,115
+1,063
| +12% | +$64.6K | 0.22% | 96 |
|
|
2023
Q3 | $519K | Buy |
9,052
+425
| +5% | +$24.3K | 0.21% | 104 |
|
|
2023
Q2 | $640K | Buy |
8,627
+569
| +7% | +$42.2K | 0.25% | 93 |
|
|
2023
Q1 | $621K | Hold |
8,058
| – | – | 0.26% | 91 |
|
|
2022
Q4 | $674K | Buy |
8,058
+1,135
| +16% | +$94.9K | 0.31% | 83 |
|
|
2022
Q3 | $543K | Sell |
6,923
-95
| -1% | -$7.45K | 0.28% | 85 |
|
|
2022
Q2 | $544K | Hold |
7,018
| – | – | 0.25% | 93 |
|
|
2022
Q1 | $594K | Hold |
7,018
| – | – | 0.24% | 94 |
|
|
2021
Q4 | $655K | Buy |
7,018
+29
| +0.4% | +$2.71K | 0.3% | 84 |
|
|
2021
Q3 | $549K | Sell |
6,989
-85
| -1% | -$6.68K | 0.28% | 85 |
|
|
2021
Q2 | $518K | Buy |
7,074
+144
| +2% | +$10.5K | 0.27% | 90 |
|
|
2021
Q1 | $524K | Buy |
6,930
+20
| +0.3% | +$1.51K | 0.3% | 76 |
|
|
2020
Q4 | $533K | Buy |
6,910
+338
| +5% | +$26.1K | 0.33% | 72 |
|
|
2020
Q3 | $456K | Buy |
6,572
+624
| +10% | +$43.3K | 0.31% | 75 |
|
|
2020
Q2 | $357K | Buy |
5,948
+4
| +0.1% | +$240 | 0.26% | 82 |
|
|
2020
Q1 | $358K | Sell |
5,944
-640
| -10% | -$38.5K | 0.28% | 80 |
|
|
2019
Q4 | $399K | Hold |
6,584
| – | – | 0.24% | 92 |
|
|
2019
Q3 | $377K | Buy |
6,584
+40
| +0.6% | +$2.29K | 0.25% | 94 |
|
|
2019
Q2 | $340K | Hold |
6,544
| – | – | 0.23% | 95 |
|
|
2019
Q1 | $316K | Buy |
+6,544
| New | +$316K | 0.23% | 89 |
|