LWM Advisory Services’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
Q2 | $1.16M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $627K | Sell |
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|
2023
Q3 | $894K | Sell |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.3M | Buy |
|
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.75M | Buy |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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