Legacy Private Trust’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
14,673
-1,759
| -11% | -$122K | 0.07% | 150 |
|
|
2025
Q1 | $1.16M | Buy |
16,432
+1,677
| +11% | +$119K | 0.08% | 148 |
|
|
2024
Q4 | $1.06M | Buy |
14,755
+950
| +7% | +$68.1K | 0.07% | 150 |
|
|
2024
Q3 | $1.17M | Sell |
13,805
-340
| -2% | -$28.7K | 0.08% | 145 |
|
|
2024
Q2 | $1M | Sell |
14,145
-6,714
| -32% | -$475K | 0.07% | 143 |
|
|
2024
Q1 | $1.33M | Buy |
20,859
+6,685
| +47% | +$427K | 0.1% | 136 |
|
|
2023
Q4 | $861K | Sell |
14,174
-10,505
| -43% | -$638K | 0.07% | 144 |
|
|
2023
Q3 | $1.41M | Buy |
24,679
+15,069
| +157% | +$863K | 0.12% | 121 |
|
|
2023
Q2 | $713K | Buy |
+9,610
| New | +$713K | 0.06% | 152 |
|