LA
LM Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
15,628
+1,910
| +14% | +$133K | 0.14% | 78 |
|
|
2025
Q1 | $972K | Buy |
13,718
+40
| +0.3% | +$2.83K | 0.18% | 90 |
|
|
2024
Q4 | $981K | Sell |
13,678
-2,950
| -18% | -$212K | 0.18% | 87 |
|
|
2024
Q3 | $1.41M | Sell |
16,628
-3,800
| -19% | -$321K | 0.29% | 62 |
|
|
2024
Q2 | $1.45M | Buy |
20,428
+2,988
| +17% | +$212K | ﹤0.01% | 80 |
|
|
2024
Q1 | $1.12M | Buy |
17,440
+15,200
| +679% | +$972K | 0.18% | 88 |
|
|
2023
Q4 | $136K | Buy |
+2,240
| New | +$136K | 0.03% | 224 |
|