LB
Legacy Bridge’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Buy |
12,165
+280
| +2% | +$19.4K | 0.4% | 81 |
|
|
2025
Q1 | $843K | Hold |
11,885
| – | – | 0.47% | 76 |
|
|
2024
Q4 | $852K | Hold |
11,885
| – | – | 0.44% | 80 |
|
|
2024
Q3 | $1M | Sell |
11,885
-40
| -0.3% | -$3.38K | 0.54% | 74 |
|
|
2024
Q2 | $844K | Hold |
11,925
| – | – | 0.5% | 75 |
|
|
2024
Q1 | $762K | Sell |
11,925
-665
| -5% | -$42.5K | 0.45% | 82 |
|
|
2023
Q4 | $765K | Sell |
12,590
-925
| -7% | -$56.2K | 0.5% | 81 |
|
|
2023
Q3 | $774K | Sell |
13,515
-1,750
| -11% | -$100K | 0.55% | 75 |
|
|
2023
Q2 | $1.13M | Hold |
15,265
| – | – | 0.76% | 53 |
|
|
2023
Q1 | $1.18M | Hold |
15,265
| – | – | 0.82% | 48 |
|
|
2022
Q4 | $1.28M | Buy |
15,265
+235
| +2% | +$19.6K | 0.91% | 34 |
|
|
2022
Q3 | $1.18M | Hold |
15,030
| – | – | 0.94% | 32 |
|
|
2022
Q2 | $1.16M | Sell |
15,030
-300
| -2% | -$23.2K | 0.86% | 38 |
|
|
2022
Q1 | $1.3M | Hold |
15,330
| – | – | 0.76% | 52 |
|
|
2021
Q4 | $1.43M | Hold |
15,330
| – | – | 0.75% | 44 |
|
|
2021
Q3 | $1.2M | Buy |
15,330
+240
| +2% | +$18.8K | 0.69% | 60 |
|
|
2021
Q2 | $1.11M | Hold |
15,090
| – | – | 0.63% | 73 |
|
|
2021
Q1 | $1.14M | Buy |
15,090
+360
| +2% | +$27.2K | 0.74% | 55 |
|
|
2020
Q4 | $1.14M | Buy |
+14,730
| New | +$1.14M | 0.82% | 40 |
|