Lockerman Financial Group’s NextEra Energy NEE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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