LP
LGL Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,040
| Closed | -$361K | – | 97 |
|
|
2024
Q4 | $361K | Sell |
5,040
-46
| -0.9% | -$3.3K | 0.05% | 83 |
|
|
2024
Q3 | $430K | Buy |
5,086
+52
| +1% | +$4.4K | 0.06% | 76 |
|
|
2024
Q2 | $356K | Buy |
5,034
+3
| +0.1% | +$212 | 0.05% | 80 |
|
|
2024
Q1 | $322K | Buy |
5,031
+204
| +4% | +$13K | 0.05% | 83 |
|
|
2023
Q4 | $293K | Buy |
4,827
+3
| +0.1% | +$182 | 0.04% | 84 |
|
|
2023
Q3 | $276K | Sell |
4,824
-197
| -4% | -$11.3K | 0.05% | 81 |
|
|
2023
Q2 | $373K | Buy |
5,021
+2
| +0% | +$148 | 0.06% | 79 |
|
|
2023
Q1 | $387K | Buy |
5,019
+3
| +0.1% | +$231 | 0.07% | 70 |
|
|
2022
Q4 | $419K | Sell |
5,016
-810
| -14% | -$67.7K | 0.08% | 63 |
|
|
2022
Q3 | $457K | Buy |
5,826
+814
| +16% | +$63.9K | 0.1% | 66 |
|
|
2022
Q2 | $388K | Buy |
5,012
+2
| +0% | +$155 | 0.06% | 66 |
|
|
2022
Q1 | $424K | Sell |
5,010
-810
| -14% | -$68.6K | 0.06% | 65 |
|
|
2021
Q4 | $543K | Buy |
5,820
+749
| +15% | +$69.9K | 0.06% | 61 |
|
|
2021
Q3 | $398K | Buy |
5,071
+67
| +1% | +$5.26K | 0.24% | 57 |
|
|
2021
Q2 | $367K | Buy |
5,004
+404
| +9% | +$29.6K | 0.22% | 63 |
|
|
2021
Q1 | $348K | Hold |
4,600
| – | – | 0.2% | 64 |
|
|
2020
Q4 | $355K | Buy |
4,600
+3,450
| +300% | +$266K | 0.21% | 62 |
|
|
2020
Q3 | $319K | Hold |
1,150
| – | – | 0.19% | 72 |
|
|
2020
Q2 | $276K | Hold |
1,150
| – | – | 0.17% | 71 |
|
|
2020
Q1 | $277K | Hold |
1,150
| – | – | 0.18% | 65 |
|
|
2019
Q4 | $278K | Hold |
1,150
| – | – | 0.09% | 83 |
|
|
2019
Q3 | $268K | Hold |
1,150
| – | – | 0.11% | 89 |
|
|
2019
Q2 | $236K | Hold |
1,150
| – | – | 0.09% | 101 |
|
|
2019
Q1 | $222K | Buy |
+1,150
| New | +$222K | 0.08% | 104 |
|