Lockerman Financial Group’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 | $277K | Sell |
3,989
-272
| -6% | -$18.9K | 0.37% | 95 |
|
|
2025
Q1 | $302K | Sell |
4,261
-261
| -6% | -$18.5K | 0.46% | 74 |
|
|
2024
Q4 | $324K | Hold |
4,522
| – | – | 0.55% | 56 |
|
|
2024
Q3 | $382K | Sell |
4,522
-142
| -3% | -$12K | 0.65% | 50 |
|
|
2024
Q2 | $330K | Buy |
4,664
+1,332
| +40% | +$94.3K | 0.6% | 55 |
|
|
2024
Q1 | $213K | Buy |
+3,332
| New | +$213K | 0.41% | 101 |
|
|
2023
Q1 | – | Sell |
-2,402
| Closed | -$201K | – | 78 |
|
|
2022
Q4 | $201K | Buy |
+2,402
| New | +$201K | 0.59% | 70 |
|