Lockerman Financial Group’s NextEra Energy NEE Stock Holding History

Lockerman Financial Group’s Portfolio NEE Stock Details NEE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$240K	Sell
2025 Q2	$277K	Sell
2025 Q1	$302K	Sell
2024 Q4	$324K	Hold
2024 Q3	$382K	Sell
2024 Q2	$330K	Buy
2024 Q1	$213K	Buy
2023 Q1	–	Sell
2022 Q4	$201K	Buy