LMG Wealth Partners’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 | $223K | Hold |
3,219
| – | – | 0.05% | 132 |
|
|
2025
Q1 | $228K | Hold |
3,219
| – | – | 0.05% | 119 |
|
|
2024
Q4 | $231K | Hold |
3,219
| – | – | 0.05% | 121 |
|
|
2024
Q3 | $272K | Hold |
3,219
| – | – | 0.06% | 108 |
|
|
2024
Q2 | $228K | Hold |
3,219
| – | – | 0.06% | 112 |
|
|
2024
Q1 | $206K | Buy |
+3,219
| New | +$206K | 0.05% | 117 |
|
|
2023
Q3 | – | Sell |
-3,219
| Closed | -$239K | – | 108 |
|
|
2023
Q2 | $239K | Hold |
3,219
| – | – | 0.07% | 98 |
|
|
2023
Q1 | $248K | Hold |
3,219
| – | – | 0.08% | 95 |
|
|
2022
Q4 | $276K | Buy |
+3,219
| New | +$276K | 0.09% | 90 |
|