LFS
Legacy Financial Strategies’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
45,753
+1,867
| +4% | +$130K | 0.62% | 31 |
|
|
2025
Q1 | $3.11M | Sell |
43,886
-2,505
| -5% | -$178K | 0.68% | 31 |
|
|
2024
Q4 | $3.32M | Sell |
46,391
-1,448
| -3% | -$104K | 0.72% | 25 |
|
|
2024
Q3 | $4.04M | Buy |
47,839
+3,219
| +7% | +$272K | 0.89% | 21 |
|
|
2024
Q2 | $3.21M | Buy |
44,620
+2,759
| +7% | +$198K | 0.77% | 25 |
|
|
2024
Q1 | $2.68M | Buy |
41,861
+14,383
| +52% | +$919K | 0.69% | 34 |
|
|
2023
Q4 | $1.67M | Sell |
27,478
-70
| -0.3% | -$4.25K | 0.48% | 40 |
|
|
2023
Q3 | $1.58M | Sell |
27,548
-2,426
| -8% | -$139K | 0.51% | 37 |
|
|
2023
Q2 | $2.22M | Buy |
29,974
+2,794
| +10% | +$207K | 0.74% | 35 |
|
|
2023
Q1 | $2.1M | Buy |
27,180
+2,698
| +11% | +$208K | 0.78% | 30 |
|
|
2022
Q4 | $2.05M | Buy |
24,482
+1,393
| +6% | +$116K | 0.85% | 26 |
|
|
2022
Q3 | $1.81M | Buy |
23,089
+2,075
| +10% | +$163K | 0.84% | 20 |
|
|
2022
Q2 | $1.63M | Buy |
21,014
+1,453
| +7% | +$113K | 0.8% | 23 |
|
|
2022
Q1 | $1.66M | Buy |
19,561
+1,779
| +10% | +$151K | 0.71% | 27 |
|
|
2021
Q4 | $1.66M | Buy |
17,782
+595
| +3% | +$55.5K | 0.72% | 28 |
|
|
2021
Q3 | $1.35M | Buy |
17,187
+1,056
| +7% | +$82.9K | 0.64% | 35 |
|
|
2021
Q2 | $1.18M | Buy |
16,131
+1,139
| +8% | +$83.5K | 0.57% | 39 |
|
|
2021
Q1 | $1.13M | Buy |
+14,992
| New | +$1.13M | 0.6% | 38 |
|