Legacy 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
$998K Buy
14,372
+88
+0.6% +$6.11K 0.24% 72
2025
Q1
$1.01M Sell
14,284
-191
-1% -$13.5K 0.24% 74
2024
Q4
$1.04M Sell
14,475
-187
-1% -$13.4K 0.24% 71
2024
Q3
$1.24M Buy
14,662
+448
+3% +$37.9K 0.28% 70
2024
Q2
$1.01M Buy
14,214
+126
+0.9% +$8.92K 0.25% 72
2024
Q1
$900K Sell
14,088
-6
-0% -$383 0.22% 77
2023
Q4
$856K Sell
14,094
-79
-0.6% -$4.8K 0.22% 78
2023
Q3
$812K Buy
14,173
+58
+0.4% +$3.32K 0.24% 77
2023
Q2
$1.05M Sell
14,115
-257
-2% -$19.1K 0.29% 72
2023
Q1
$1.11M Hold
14,372
0.33% 70
2022
Q4
$1.2M Buy
+14,372
New +$1.2M 0.37% 68