Lebenthal Global Advisors’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 | $664K | Buy |
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|
2025
Q1 | $627K | Sell |
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|
2024
Q4 | $737K | Sell |
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|
2024
Q3 | $980K | Sell |
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|
2024
Q2 | $910K | Sell |
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|
2024
Q1 | $840K | Sell |
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|
2023
Q4 | $817K | Sell |
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|
2023
Q3 | $818K | Sell |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $972K | Buy |
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|
2022
Q2 | $947K | Sell |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $884K | Sell |
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|
2021
Q1 | $917K | Buy |
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|
2020
Q4 | $706K | Buy |
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