Lehman & Derafelo Financial Resources’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $97M | Sell |
1,160,606
-8,030
| -0.7% | -$671K | 28.78% | 1 |
|
|
2022
Q3 | $91.6M | Sell |
1,168,636
-52,797
| -4% | -$4.14M | 28.88% | 1 |
|
|
2022
Q2 | $94.6M | Buy |
1,221,433
+23,327
| +2% | +$1.81M | 29.27% | 1 |
|
|
2022
Q1 | $101M | Buy |
1,198,106
+147,831
| +14% | +$12.5M | 28.22% | 1 |
|
|
2021
Q4 | $98.1M | Sell |
1,050,275
-13,433
| -1% | -$1.25M | 29.63% | 1 |
|
|
2021
Q3 | $83.5M | Sell |
1,063,708
-340,036
| -24% | -$26.7M | 27.14% | 1 |
|
|
2021
Q2 | $103M | Buy |
1,403,744
+32,879
| +2% | +$2.41M | 28.12% | 1 |
|
|
2021
Q1 | $104M | Buy |
1,370,865
+148,382
| +12% | +$11.2M | 29.11% | 1 |
|
|
2020
Q4 | $94.3M | Buy |
1,222,483
+20,515
| +2% | +$1.58M | 28.22% | 1 |
|
|
2020
Q3 | $83.4M | Buy |
1,201,968
+57,048
| +5% | +$3.96M | 26.54% | 1 |
|
|
2020
Q2 | $68.7M | Buy |
1,144,920
+25,860
| +2% | +$1.55M | 24% | 1 |
|
|
2020
Q1 | $67.3M | Sell |
1,119,060
-6,640
| -0.6% | -$399K | 28.01% | 1 |
|
|
2019
Q4 | $68.2M | Buy |
1,125,700
+9,024
| +0.8% | +$546K | 24.48% | 1 |
|
|
2019
Q3 | $65M | Buy |
1,116,676
+2,900
| +0.3% | +$169K | 24.88% | 1 |
|
|
2019
Q2 | $57.9M | Sell |
1,113,776
-6,460
| -0.6% | -$336K | 23.63% | 1 |
|
|
2019
Q1 | $54.1M | Sell |
1,120,236
-20,260
| -2% | -$979K | 23.36% | 1 |
|
|
2018
Q4 | $49.6M | Buy |
+1,140,496
| New | +$49.6M | 24.64% | 1 |
|