LRI Investments’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 | $703K | Buy |
10,121
+3,237
| +47% | +$225K | 0.06% | 141 |
|
|
2025
Q1 | $488K | Hold |
6,884
| – | – | 0.05% | 167 |
|
|
2024
Q4 | $494K | Sell |
6,884
-210
| -3% | -$15.1K | 0.05% | 140 |
|
|
2024
Q3 | $534K | Buy |
7,094
+210
| +3% | +$15.8K | 0.05% | 141 |
|
|
2024
Q2 | $487K | Buy |
6,884
+4,000
| +139% | +$283K | 0.06% | 113 |
|
|
2024
Q1 | $184K | Buy |
+2,884
| New | +$184K | 0.05% | 135 |
|