LFASL
Lugano Financial Advisors SA (LFA)’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100
| Closed | -$7.09K | – | 254 |
|
|
2025
Q1 | $7.09K | Hold |
100
| – | – | ﹤0.01% | 188 |
|
|
2024
Q4 | $7.17K | Hold |
100
| – | – | ﹤0.01% | 190 |
|
|
2024
Q3 | $8.45K | Buy |
+100
| New | +$8.45K | 0.01% | 178 |
|
|
2022
Q4 | – | Sell |
-760
| Closed | -$60K | – | 123 |
|
|
2022
Q3 | $60K | Hold |
760
| – | – | 0.05% | 80 |
|
|
2022
Q2 | $58K | Buy |
+760
| New | +$58K | 0.04% | 86 |
|
|
2020
Q2 | – | Sell |
-3,718
| Closed | -$997K | – | 127 |
|
|
2020
Q1 | $997K | Sell |
3,718
-132
| -3% | -$35.4K | 0.9% | 24 |
|
|
2019
Q4 | $932K | Buy |
+3,850
| New | +$932K | 0.68% | 28 |
|
|
2019
Q2 | $211K | Hold |
1,030
| – | – | 0.13% | 67 |
|
|
2019
Q1 | $199K | Buy |
1,030
+30
| +3% | +$5.8K | 0.12% | 71 |
|
|
2018
Q4 | $168K | Hold |
1,000
| – | – | 0.12% | 92 |
|
|
2018
Q3 | $168K | Buy |
+1,000
| New | +$168K | 0.12% | 92 |
|