Lowell Blake & Associates’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$554K Sell
9,663
-200
-2% -$13.8K 0.16% 42
2023
Q2
$732K Sell
9,863
-25
-0.3% -$1.89K 0.21% 40
2023
Q1
$762K Sell
9,888
-675
-6% -$51.9K 0.24% 37
2022
Q4
$883K Hold
10,563
0.29% 36
2022
Q3
$828K Buy
10,563
+1,460
+16% +$124K 0.32% 35
2022
Q2
$705K Buy
9,103
+5,228
+135% +$398K 0.27% 36
2022
Q1
$328K Buy
3,875
+1,328
+52% +$106K 0.12% 47
2021
Q4
$238K Sell
2,547
-167
-6% -$14.4K 0.09% 53
2021
Q3
$213K Sell
2,714
-275
-9% -$22.2K 0.1% 55
2021
Q2
$219K Buy
+2,989
New +$224K 0.1% 53
2020
Q1
Sell
-6,000
Closed -$363K 54
2019
Q4
$363K Buy
+6,000
New +$350K 0.4% 42

Other funds holding NEE