Lantz Financial’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Sell |
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|
2025
Q1 | $970K | Buy |
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|
2024
Q4 | $972K | Sell |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $924K | Buy |
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|
2024
Q1 | $719K | Buy |
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|
2023
Q4 | $614K | Buy |
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|
2023
Q3 | $519K | Buy |
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|
2023
Q2 | $640K | Buy |
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|
2023
Q1 | $621K | Hold |
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|
2022
Q4 | $674K | Buy |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $544K | Hold |
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|
2022
Q1 | $594K | Hold |
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|
2021
Q4 | $655K | Buy |
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|
2021
Q3 | $549K | Sell |
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|
2021
Q2 | $518K | Buy |
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|
2021
Q1 | $524K | Buy |
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|
2020
Q4 | $533K | Buy |
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|
2020
Q3 | $456K | Buy |
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|
2020
Q2 | $357K | Buy |
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|
2020
Q1 | $358K | Sell |
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|
2019
Q4 | $399K | Hold |
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|
2019
Q3 | $377K | Buy |
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|
2019
Q2 | $340K | Hold |
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|
2019
Q1 | $316K | Buy |
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