LGA
Lebenthal Global Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Buy |
9,566
+722
| +8% | +$50.1K | 0.12% | 118 |
|
|
2025
Q1 | $627K | Sell |
8,844
-1,438
| -14% | -$102K | 0.12% | 115 |
|
|
2024
Q4 | $737K | Sell |
10,282
-1,309
| -11% | -$93.8K | 0.13% | 108 |
|
|
2024
Q3 | $980K | Sell |
11,591
-1,254
| -10% | -$106K | 0.2% | 80 |
|
|
2024
Q2 | $910K | Sell |
12,845
-301
| -2% | -$21.3K | 0.2% | 72 |
|
|
2024
Q1 | $840K | Sell |
13,146
-305
| -2% | -$19.5K | 0.19% | 70 |
|
|
2023
Q4 | $817K | Sell |
13,451
-827
| -6% | -$50.2K | 0.19% | 67 |
|
|
2023
Q3 | $818K | Sell |
14,278
-608
| -4% | -$34.8K | 0.25% | 48 |
|
|
2023
Q2 | $1.1M | Buy |
14,886
+813
| +6% | +$60.3K | 0.32% | 26 |
|
|
2023
Q1 | $1.08M | Sell |
14,073
-156
| -1% | -$12K | 0.33% | 28 |
|
|
2022
Q4 | $1.19M | Buy |
14,229
+1,821
| +15% | +$152K | 0.39% | 24 |
|
|
2022
Q3 | $972K | Buy |
12,408
+170
| +1% | +$13.3K | 0.45% | 25 |
|
|
2022
Q2 | $947K | Sell |
12,238
-2,617
| -18% | -$203K | 0.46% | 27 |
|
|
2022
Q1 | $1.26M | Buy |
14,855
+541
| +4% | +$45.8K | 0.54% | 27 |
|
|
2021
Q4 | $1.34M | Buy |
14,314
+1,352
| +10% | +$126K | 0.54% | 23 |
|
|
2021
Q3 | $1.02M | Buy |
12,962
+890
| +7% | +$69.8K | 0.64% | 22 |
|
|
2021
Q2 | $884K | Sell |
12,072
-59
| -0.5% | -$4.32K | 0.47% | 27 |
|
|
2021
Q1 | $917K | Buy |
12,131
+2,979
| +33% | +$225K | 0.56% | 21 |
|
|
2020
Q4 | $706K | Buy |
+9,152
| New | +$706K | 0.5% | 18 |
|