Lokken Investment Group’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.84M | Sell |
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|
2025
Q2 | $1.69M | Buy |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.98M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $480K | Buy |
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|
2023
Q2 | $517K | Buy |
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|
2023
Q1 | $421K | Hold |
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|
2022
Q4 | $457K | Hold |
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|
2022
Q3 | $429K | Hold |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | $510K | Hold |
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|
2021
Q3 | $429K | Hold |
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|
2021
Q2 | $401K | Buy |
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|
2021
Q1 | $338K | Hold |
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|
2020
Q4 | $345K | Buy |
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