Lee, Danner & Bass’s NextEra Energy, Inc. NEE Stock Holding History

Lee, Danner & Bass’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$667K	Sell	9,615 -400	-4%	-$27.8K	0.05%	154
2025 Q1	$710K	Hold	10,015	–	–	0.06%	151
2024 Q4	$718K	Sell	10,015 -110	-1%	-$7.89K	0.06%	153
2024 Q3	$856K	Hold	10,125	–	–	0.06%	145
2024 Q2	$717K	Buy	+10,125	New	+$717K	0.06%	150
2023 Q4	$624K	Buy	10,270 +645	+7%	+$39.2K	0.05%	151
2023 Q3	$551K	Buy	9,625 +500	+5%	+$28.6K	0.05%	153
2023 Q2	$677K	Buy	9,125 +21	+0.2%	+$1.56K	0.06%	148
2023 Q1	$702K	Hold	9,104	–	–	0.06%	145
2022 Q4	$761K	Sell	9,104 -145	-2%	-$12.1K	0.07%	141
2022 Q3	$725K	Hold	9,249	–	–	0.08%	137
2022 Q2	$716K	Buy	9,249 +1,128	+14%	+$87.3K	0.07%	136
2022 Q1	$688K	Hold	8,121	–	–	0.06%	141
2021 Q4	$758K	Sell	8,121 -55	-0.7%	-$5.13K	0.06%	138
2021 Q3	$642K	Sell	8,176 -220	-3%	-$17.3K	0.06%	141
2021 Q2	$615K	Hold	8,396	–	–	0.06%	145
2021 Q1	$635K	Hold	8,396	–	–	0.06%	139
2020 Q4	$648K	Hold	8,396	–	–	0.07%	131
2020 Q3	$583K	Hold	8,396	–	–	0.07%	128
2020 Q2	$504K	Sell	8,396 -1,204	-13%	-$72.3K	0.06%	132
2020 Q1	$577K	Hold	9,600	–	–	0.08%	124
2019 Q4	$581K	Sell	9,600 -568	-6%	-$34.4K	0.06%	140
2019 Q3	$592K	Sell	10,168 -680	-6%	-$39.6K	0.06%	140
2019 Q2	$556K	Buy	10,848 +2,600	+32%	+$133K	0.06%	140
2019 Q1	$399K	Hold	8,248	–	–	0.04%	147
2018 Q4	$358K	Buy	8,248 +172	+2%	+$7.47K	0.04%	146
2018 Q3	$338K	Buy	8,076 +284	+4%	+$11.9K	0.03%	155
2018 Q2	$325K	Hold	7,792	–	–	0.03%	152
2018 Q1	$318K	Sell	7,792 -1,000	-11%	-$40.8K	0.03%	153
2017 Q4	$343K	Sell	8,792 -32	-0.4%	-$1.25K	0.03%	150
2017 Q3	$323K	Sell	8,824 -2,020	-19%	-$73.9K	0.03%	147
2017 Q2	$380K	Buy	10,844 +712	+7%	+$25K	0.04%	141
2017 Q1	$325K	Sell	10,132 -680	-6%	-$21.8K	0.04%	143
2016 Q4	$323K	Sell	10,812 -400	-4%	-$12K	0.04%	141
2016 Q3	$343K	Sell	11,212 -800	-7%	-$24.5K	0.04%	137
2016 Q2	$392K	Buy	12,012 +1,632	+16%	+$53.3K	0.05%	131
2016 Q1	$300K	Buy	+10,380	New	+$300K	0.04%	139