LAS
LWM Advisory Services’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
16,693
+1,331
| +9% | +$92.4K | 0.8% | 27 |
|
|
2025
Q1 | $1.09M | Buy |
15,362
+80
| +0.5% | +$5.67K | 0.76% | 28 |
|
|
2024
Q4 | $1.1M | Sell |
15,282
-184
| -1% | -$13.2K | 0.76% | 28 |
|
|
2024
Q3 | $1.31M | Sell |
15,466
-1,295
| -8% | -$109K | 0.97% | 23 |
|
|
2024
Q2 | $1.19M | Sell |
16,761
-1,715
| -9% | -$121K | 1% | 24 |
|
|
2024
Q1 | $1.18M | Buy |
18,476
+8,158
| +79% | +$521K | 0.95% | 24 |
|
|
2023
Q4 | $627K | Sell |
10,318
-5,377
| -34% | -$327K | 0.55% | 34 |
|
|
2023
Q3 | $894K | Sell |
15,695
-823
| -5% | -$46.9K | 0.96% | 22 |
|
|
2023
Q2 | $1.22M | Sell |
16,518
-387
| -2% | -$28.7K | 1.29% | 16 |
|
|
2023
Q1 | $1.3M | Buy |
16,905
+267
| +2% | +$20.6K | 1.39% | 17 |
|
|
2022
Q4 | $1.39M | Sell |
16,638
-5,615
| -25% | -$469K | 1.54% | 17 |
|
|
2022
Q3 | $1.75M | Buy |
22,253
+564
| +3% | +$44.3K | 1.98% | 8 |
|
|
2022
Q2 | $1.68M | Buy |
21,689
+7,841
| +57% | +$608K | 2.02% | 10 |
|
|
2022
Q1 | $1.18M | Buy |
13,848
+250
| +2% | +$21.2K | 1.46% | 11 |
|
|
2021
Q4 | $1.27M | Buy |
+13,598
| New | +$1.27M | 1.58% | 11 |
|