Lederer & Associates Investment Counsel’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 | $1.79M | Sell |
25,741
-572
| -2% | -$39.7K | 1.18% | 26 |
|
|
2025
Q1 | $1.87M | Buy |
26,313
+489
| +2% | +$34.7K | 1.37% | 23 |
|
|
2024
Q4 | $1.85M | Sell |
25,824
-1,028
| -4% | -$73.7K | 1.29% | 20 |
|
|
2024
Q3 | $2.27M | Sell |
26,852
-176
| -0.7% | -$14.9K | 1.6% | 14 |
|
|
2024
Q2 | $1.91M | Sell |
27,028
-3,408
| -11% | -$241K | 1.38% | 22 |
|
|
2024
Q1 | $1.95M | Buy |
30,436
+71
| +0.2% | +$4.54K | 1.35% | 23 |
|
|
2023
Q4 | $1.84M | Sell |
30,365
-1,194
| -4% | -$72.5K | 1.37% | 24 |
|
|
2023
Q3 | $1.81M | Buy |
31,559
+3,818
| +14% | +$219K | 1.44% | 21 |
|
|
2023
Q2 | $2.06M | Sell |
27,741
-584
| -2% | -$43.3K | 1.55% | 18 |
|
|
2023
Q1 | $2.18M | Sell |
28,325
-34
| -0.1% | -$2.62K | 1.68% | 16 |
|
|
2022
Q4 | $2.37M | Sell |
28,359
-1,078
| -4% | -$90.1K | 1.94% | 14 |
|
|
2022
Q3 | $2.31M | Sell |
29,437
-609
| -2% | -$47.7K | 1.95% | 11 |
|
|
2022
Q2 | $2.33M | Sell |
30,046
-4,182
| -12% | -$324K | 1.79% | 13 |
|
|
2022
Q1 | $2.9M | Sell |
34,228
-139
| -0.4% | -$11.8K | 1.78% | 13 |
|
|
2021
Q4 | $3.21M | Buy |
34,367
+172
| +0.5% | +$16.1K | 1.86% | 12 |
|
|
2021
Q3 | $2.69M | Buy |
34,195
+1,012
| +3% | +$79.5K | 1.73% | 16 |
|
|
2021
Q2 | $2.43M | Sell |
33,183
-144
| -0.4% | -$10.6K | 1.62% | 22 |
|
|
2021
Q1 | $2.52M | Buy |
33,327
+2,703
| +9% | +$204K | 1.78% | 18 |
|
|
2020
Q4 | $2.36M | Buy |
30,624
+4
| +0% | +$309 | 1.81% | 18 |
|
|
2020
Q3 | $2.13M | Buy |
30,620
+464
| +2% | +$32.2K | 1.77% | 19 |
|
|
2020
Q2 | $1.81M | Buy |
+30,156
| New | +$1.81M | 1.69% | 22 |
|