Luts & Greenleigh Group’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
$265K Sell
3,821
-82
-2% -$5.69K 0.25% 64
2025
Q1
$277K Sell
3,903
-2,001
-34% -$142K 0.28% 61
2024
Q4
$423K Buy
5,904
+2,010
+52% +$144K 0.42% 48
2024
Q3
$329K Buy
3,894
+2
+0.1% +$169 0.32% 56
2024
Q2
$276K Buy
+3,892
New +$276K 0.29% 58
2023
Q4
$254K Buy
4,181
+20
+0.5% +$1.22K 0.32% 52
2023
Q3
$238K Sell
4,161
-205
-5% -$11.7K 0.3% 51
2023
Q2
$324K Buy
4,366
+825
+23% +$61.2K 0.4% 45
2023
Q1
$273K Sell
3,541
-240
-6% -$18.5K 0.35% 50
2022
Q4
$316K Buy
+3,781
New +$316K 0.4% 43