Lumbard & Kellner’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
$230K Buy
2021
Q4
Sell
2021
Q3
$284K Sell
2021
Q2
$329K Hold
2021
Q1
$348K Hold
2020
Q4
$364K Sell
2020
Q3
$329K Buy
2020
Q2
$270K Hold
2020
Q1
$270K Hold
2019
Q4
$272K Sell
2019
Q3
$280K Hold
2019
Q2
$246K Buy
2019
Q1
Sell
2018
Q4
$209K Hold
2018
Q3
$201K Buy