LA
Legacy Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,115
| Closed | -$1.36M | – | 272 |
|
|
2025
Q1 | $1.36M | Buy |
19,115
+3,432
| +22% | +$243K | 0.14% | 123 |
|
|
2024
Q4 | $1.12M | Buy |
15,683
+1,265
| +9% | +$90.7K | 0.11% | 145 |
|
|
2024
Q3 | $1.22M | Buy |
14,418
+3,466
| +32% | +$293K | 0.13% | 129 |
|
|
2024
Q2 | $776K | Buy |
10,952
+6,753
| +161% | +$478K | 0.09% | 157 |
|
|
2024
Q1 | $268K | Sell |
4,199
-67
| -2% | -$4.28K | 0.03% | 261 |
|
|
2023
Q4 | $259K | Buy |
+4,266
| New | +$259K | 0.03% | 263 |
|
|
2023
Q3 | – | Sell |
-3,369
| Closed | -$250K | – | 288 |
|
|
2023
Q2 | $250K | Buy |
3,369
+343
| +11% | +$25.5K | 0.04% | 238 |
|
|
2023
Q1 | $233K | Buy |
3,026
+94
| +3% | +$7.25K | 0.04% | 218 |
|
|
2022
Q4 | $245K | Buy |
+2,932
| New | +$245K | 0.04% | 208 |
|
|
2019
Q3 | – | Sell |
-165
| Closed | -$34K | – | 256 |
|
|
2019
Q2 | $34K | Buy |
165
+150
| +1,000% | +$30.9K | 0.02% | 227 |
|
|
2019
Q1 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 375 |
|
|
2018
Q4 | – | Sell |
-15
| Closed | -$3K | – | 298 |
|
|
2018
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 431 |
|
|
2018
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 372 |
|
|
2018
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 349 |
|
|
2017
Q4 | – | Sell |
-45
| Closed | -$6K | – | 403 |
|
|
2017
Q3 | $6K | Buy |
+45
| New | +$6K | 0.01% | 269 |
|