Lee, Danner & Bass’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
Q3 | $726K | Hold |
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|
2025
Q2 | $667K | Sell |
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|
2025
Q1 | $710K | Hold |
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|
2024
Q4 | $718K | Sell |
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|
2024
Q3 | $856K | Hold |
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|
2024
Q2 | $717K | Buy |
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|
2023
Q4 | $624K | Buy |
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|
2023
Q3 | $551K | Buy |
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|
2023
Q2 | $677K | Buy |
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|
2023
Q1 | $702K | Hold |
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|
2022
Q4 | $761K | Sell |
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|
2022
Q3 | $725K | Hold |
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|
2022
Q2 | $716K | Buy |
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|
2022
Q1 | $688K | Hold |
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|
2021
Q4 | $758K | Sell |
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|
2021
Q3 | $642K | Sell |
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|
2021
Q2 | $615K | Hold |
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|
2021
Q1 | $635K | Hold |
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|
2020
Q4 | $648K | Hold |
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|
2020
Q3 | $583K | Hold |
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|
2020
Q2 | $504K | Sell |
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|
2020
Q1 | $577K | Hold |
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|
2019
Q4 | $581K | Sell |
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|
2019
Q3 | $592K | Sell |
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|
2019
Q2 | $556K | Buy |
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|
2019
Q1 | $399K | Hold |
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|
2018
Q4 | $358K | Buy |
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|
2018
Q3 | $338K | Buy |
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|
2018
Q2 | $325K | Hold |
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|
2018
Q1 | $318K | Sell |
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|
2017
Q4 | $343K | Sell |
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|
2017
Q3 | $323K | Sell |
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|
2017
Q2 | $380K | Buy |
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|
2017
Q1 | $325K | Sell |
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|
2016
Q4 | $323K | Sell |
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|
2016
Q3 | $343K | Sell |
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|
2016
Q2 | $392K | Buy |
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|
2016
Q1 | $300K | Buy |
|