LWAM
Legacy Wealth Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Buy |
9,701
+38
| +0.4% | +$2.64K | 0.17% | 182 |
|
|
2025
Q1 | $685K | Buy |
9,663
+133
| +1% | +$9.43K | 0.19% | 165 |
|
|
2024
Q4 | $683K | Sell |
9,530
-101
| -1% | -$7.24K | 0.19% | 169 |
|
|
2024
Q3 | $814K | Sell |
9,631
-1
| -0% | -$85 | 0.22% | 127 |
|
|
2024
Q2 | $682K | Buy |
9,632
+877
| +10% | +$62.1K | 0.19% | 150 |
|
|
2024
Q1 | $560K | Buy |
8,755
+328
| +4% | +$21K | 0.16% | 209 |
|
|
2023
Q4 | $512K | Sell |
8,427
-90
| -1% | -$5.47K | 0.17% | 220 |
|
|
2023
Q3 | $488K | Buy |
8,517
+40
| +0.5% | +$2.29K | 0.18% | 202 |
|
|
2023
Q2 | $629K | Sell |
8,477
-453
| -5% | -$33.6K | 0.22% | 153 |
|
|
2023
Q1 | $688K | Sell |
8,930
-10
| -0.1% | -$771 | 0.25% | 132 |
|
|
2022
Q4 | $747K | Buy |
8,940
+38
| +0.4% | +$3.18K | 0.28% | 119 |
|
|
2022
Q3 | $698K | Sell |
8,902
-3,227
| -27% | -$253K | 0.31% | 110 |
|
|
2022
Q2 | $940K | Buy |
12,129
+181
| +2% | +$14K | 0.38% | 84 |
|
|
2022
Q1 | $1.01M | Buy |
11,948
+483
| +4% | +$40.9K | 0.36% | 96 |
|
|
2021
Q4 | $1.07M | Buy |
11,465
+294
| +3% | +$27.4K | 0.36% | 84 |
|
|
2021
Q3 | $877K | Buy |
11,171
+46
| +0.4% | +$3.61K | 0.4% | 91 |
|
|
2021
Q2 | $815K | Buy |
11,125
+256
| +2% | +$18.8K | 0.36% | 109 |
|
|
2021
Q1 | $822K | Buy |
10,869
+138
| +1% | +$10.4K | 0.38% | 92 |
|
|
2020
Q4 | $828K | Buy |
+10,731
| New | +$828K | 0.42% | 76 |
|