LA
Lynch & Associates’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Sell |
59,596
-200
| -0.3% | -$13.9K | 0.83% | 39 |
|
|
2025
Q1 | $4.24M | Sell |
59,796
-596
| -1% | -$42.3K | 0.92% | 35 |
|
|
2024
Q4 | $4.33M | Buy |
60,392
+2,953
| +5% | +$212K | 0.94% | 35 |
|
|
2024
Q3 | $4.86M | Buy |
57,439
+800
| +1% | +$67.6K | 1.03% | 32 |
|
|
2024
Q2 | $4.01M | Buy |
56,639
+3,521
| +7% | +$249K | 0.9% | 35 |
|
|
2024
Q1 | $3.39M | Sell |
53,118
-5,950
| -10% | -$380K | 0.78% | 40 |
|
|
2023
Q4 | $3.59M | Sell |
59,068
-1,771
| -3% | -$108K | 0.87% | 39 |
|
|
2023
Q3 | $3.49M | Buy |
60,839
+127
| +0.2% | +$7.28K | 0.92% | 38 |
|
|
2023
Q2 | $4.5M | Buy |
60,712
+4,567
| +8% | +$339K | 1.15% | 31 |
|
|
2023
Q1 | $4.33M | Sell |
56,145
-1,273
| -2% | -$98.1K | 1.14% | 31 |
|
|
2022
Q4 | $4.8M | Buy |
57,418
+274
| +0.5% | +$22.9K | 1.25% | 28 |
|
|
2022
Q3 | $4.48M | Sell |
57,144
-1,152
| -2% | -$90.3K | 1.31% | 26 |
|
|
2022
Q2 | $4.52M | Buy |
58,296
+434
| +0.8% | +$33.6K | 1.23% | 29 |
|
|
2022
Q1 | $4.9M | Buy |
57,862
+198
| +0.3% | +$16.8K | 1.19% | 32 |
|
|
2021
Q4 | $5.38M | Sell |
57,664
-1,488
| -3% | -$139K | 1.27% | 30 |
|
|
2021
Q3 | $4.65M | Sell |
59,152
-1,773
| -3% | -$139K | 1.2% | 32 |
|
|
2021
Q2 | $4.47M | Sell |
60,925
-1,686
| -3% | -$124K | 1.15% | 34 |
|
|
2021
Q1 | $4.73M | Sell |
62,611
-408
| -0.6% | -$30.8K | 1.28% | 29 |
|
|
2020
Q4 | $4.86M | Buy |
63,019
+47,432
| +304% | +$3.66M | 1.32% | 27 |
|
|
2020
Q3 | $4.33M | Sell |
15,587
-73
| -0.5% | -$20.3K | 1.3% | 26 |
|
|
2020
Q2 | $3.76M | Sell |
15,660
-224
| -1% | -$53.8K | 1.22% | 27 |
|
|
2020
Q1 | $3.82M | Sell |
15,884
-54
| -0.3% | -$13K | 1.4% | 25 |
|
|
2019
Q4 | $3.86M | Buy |
15,938
+22
| +0.1% | +$5.33K | 1.11% | 34 |
|
|
2019
Q3 | $3.71M | Buy |
15,916
+66
| +0.4% | +$15.4K | 1.13% | 33 |
|
|
2019
Q2 | $3.25M | Sell |
15,850
-160
| -1% | -$32.8K | 1.06% | 35 |
|
|
2019
Q1 | $3.1M | Buy |
16,010
+386
| +2% | +$74.6K | 1.03% | 34 |
|
|
2018
Q4 | $2.72M | Buy |
15,624
+178
| +1% | +$30.9K | 1.01% | 36 |
|
|
2018
Q3 | $2.59M | Buy |
15,446
+235
| +2% | +$39.4K | 0.87% | 39 |
|
|
2018
Q2 | $2.54M | Buy |
15,211
+371
| +3% | +$62K | 0.92% | 38 |
|
|
2018
Q1 | $2.42M | Buy |
14,840
+51
| +0.3% | +$8.33K | 0.93% | 37 |
|
|
2017
Q4 | $2.31M | Sell |
14,789
-245
| -2% | -$38.3K | 0.87% | 43 |
|
|
2017
Q3 | $2.2M | Buy |
15,034
+59
| +0.4% | +$8.65K | 0.88% | 41 |
|
|
2017
Q2 | $2.1M | Sell |
14,975
-69
| -0.5% | -$9.67K | 0.83% | 44 |
|
|
2017
Q1 | $1.93M | Buy |
15,044
+220
| +1% | +$28.2K | 0.79% | 43 |
|
|
2016
Q4 | $1.77M | Sell |
14,824
-787
| -5% | -$94K | 0.75% | 46 |
|
|
2016
Q3 | $1.91M | Sell |
15,611
-235
| -1% | -$28.7K | 0.84% | 42 |
|
|
2016
Q2 | $2.07M | Sell |
15,846
-4
| -0% | -$522 | 0.92% | 37 |
|
|
2016
Q1 | $1.88M | Buy |
15,850
+1,031
| +7% | +$122K | 0.89% | 38 |
|
|
2015
Q4 | $1.54M | Sell |
14,819
-350
| -2% | -$36.4K | 0.79% | 43 |
|
|
2015
Q3 | $1.48M | Buy |
15,169
+351
| +2% | +$34.2K | 0.82% | 40 |
|
|
2015
Q2 | $1.45M | Buy |
14,818
+870
| +6% | +$85.3K | 0.76% | 42 |
|
|
2015
Q1 | $1.45M | Buy |
13,948
+5,006
| +56% | +$521K | 0.76% | 41 |
|
|
2014
Q4 | $950K | Sell |
8,942
-4,767
| -35% | -$506K | 0.51% | 55 |
|
|
2014
Q3 | $1.29M | Buy |
13,709
+2,555
| +23% | +$240K | 0.72% | 41 |
|
|
2014
Q2 | $1.14M | Buy |
11,154
+101
| +0.9% | +$10.4K | 0.65% | 47 |
|
|
2014
Q1 | $1.06M | Buy |
11,053
+1,642
| +17% | +$157K | 0.62% | 48 |
|
|
2013
Q4 | $806K | Buy |
9,411
+956
| +11% | +$81.9K | 0.48% | 54 |
|
|
2013
Q3 | $678K | Buy |
8,455
+1,225
| +17% | +$98.2K | 0.45% | 57 |
|
|
2013
Q2 | $589K | Buy |
+7,230
| New | +$589K | 0.41% | 60 |
|