LAM
Lummis Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.24K | Hold |
61
| – | – | ﹤0.01% | 131 |
|
2025
Q1 | $4.32K | Hold |
61
| – | – | ﹤0.01% | 133 |
|
2024
Q4 | $4.37K | Hold |
61
| – | – | 0.01% | 110 |
|
2024
Q3 | $5.16K | Hold |
61
| – | – | 0.01% | 112 |
|
2024
Q2 | $4.32K | Hold |
61
| – | – | 0.01% | 116 |
|
2024
Q1 | $3.9K | Hold |
61
| – | – | 0.01% | 120 |
|
2023
Q4 | $3.71K | Buy |
+61
| New | +$3.71K | ﹤0.01% | 141 |
|