LA
LVW Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Buy |
13,364
+2,258
| +20% | +$157K | 0.1% | 117 |
|
|
2025
Q1 | $787K | Buy |
11,106
+3,892
| +54% | +$276K | 0.09% | 125 |
|
|
2024
Q4 | $517K | Buy |
7,214
+4,792
| +198% | +$344K | 0.06% | 180 |
|
|
2024
Q3 | $205K | Buy |
+2,422
| New | +$205K | 0.03% | 300 |
|
|
2024
Q1 | – | Sell |
-5,057
| Closed | -$307K | – | 291 |
|
|
2023
Q4 | $307K | Sell |
5,057
-12,262
| -71% | -$745K | 0.06% | 205 |
|
|
2023
Q3 | $992K | Sell |
17,319
-19,370
| -53% | -$1.11M | 0.2% | 77 |
|
|
2023
Q2 | $2.72M | Sell |
36,689
-2,530
| -6% | -$188K | 0.52% | 48 |
|
|
2023
Q1 | $3.02M | Buy |
39,219
+1,708
| +5% | +$132K | 0.59% | 45 |
|
|
2022
Q4 | $3.14M | Sell |
37,511
-103
| -0.3% | -$8.61K | 0.64% | 45 |
|
|
2022
Q3 | $2.95M | Buy |
37,614
+659
| +2% | +$51.7K | 0.66% | 42 |
|
|
2022
Q2 | $2.86M | Buy |
36,955
+1,870
| +5% | +$145K | 0.58% | 49 |
|
|
2022
Q1 | $2.97M | Buy |
+35,085
| New | +$2.97M | 0.5% | 52 |
|
|
2017
Q1 | – | Sell |
-2,151
| Closed | -$257K | – | 133 |
|
|
2016
Q4 | $257K | Sell |
2,151
-15
| -0.7% | -$1.79K | 0.09% | 124 |
|
|
2016
Q3 | $265K | Hold |
2,166
| – | – | 0.09% | 116 |
|
|
2016
Q2 | $282K | Sell |
2,166
-308
| -12% | -$40.1K | 0.11% | 106 |
|
|
2016
Q1 | $293K | Sell |
2,474
-521
| -17% | -$61.7K | 0.09% | 113 |
|
|
2015
Q4 | $311K | Sell |
2,995
-999
| -25% | -$104K | 0.12% | 106 |
|
|
2015
Q3 | $390K | Sell |
3,994
-127
| -3% | -$12.4K | 0.18% | 89 |
|
|
2015
Q2 | $404K | Sell |
4,121
-25
| -0.6% | -$2.45K | 0.17% | 86 |
|
|
2015
Q1 | $431K | Sell |
4,146
-25
| -0.6% | -$2.6K | 0.21% | 84 |
|
|
2014
Q4 | $443K | Buy |
+4,171
| New | +$443K | 0.24% | 81 |
|