LWA
Lowe Wealth Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3K | Hold |
293
| – | – | 0.01% | 199 |
|
|
2025
Q1 | $20.8K | Buy |
293
+200
| +215% | +$14.2K | 0.01% | 192 |
|
|
2024
Q4 | $6.67K | Buy |
+93
| New | +$6.67K | ﹤0.01% | 253 |
|
|
2022
Q1 | – | Sell |
-24
| Closed | -$2K | – | 330 |
|
|
2021
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 271 |
|
|
2021
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 258 |
|
|
2021
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 252 |
|
|
2021
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 251 |
|
|
2020
Q4 | $2K | Buy |
24
+18
| +300% | +$1.5K | ﹤0.01% | 241 |
|
|
2020
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 233 |
|
|
2020
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 251 |
|
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 277 |
|
|
2019
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 277 |
|
|
2019
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 263 |
|
|
2019
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 276 |
|
|
2019
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 254 |
|
|
2015
Q2 | – | Sell |
-45
| Closed | -$5K | – | 235 |
|
|
2015
Q1 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 154 |
|