Moody Lynn & Lieberson’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 | $721K | Buy |
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|
2025
Q1 | $729K | Sell |
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|
2024
Q4 | $802K | Sell |
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|
2024
Q3 | $992K | Buy |
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|
2024
Q2 | $742K | Sell |
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|
2024
Q1 | $683K | Sell |
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|
2023
Q4 | $655K | Sell |
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|
2023
Q3 | $2.32M | Sell |
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|
2023
Q2 | $3.6M | Sell |
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|
2023
Q1 | $3.94M | Sell |
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|
2022
Q4 | $5.79M | Sell |
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|
2022
Q3 | $12M | Buy |
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|
2022
Q2 | $4.25M | Sell |
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|
2022
Q1 | $5.29M | Sell |
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|
2021
Q4 | $13.9M | Buy |
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|
2021
Q3 | $10.4M | Buy |
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|
2021
Q2 | $8.56M | Sell |
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|
2021
Q1 | $10.5M | Buy |
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|
2020
Q4 | $10.6M | Sell |
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|
2020
Q3 | $8.48M | Buy |
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|
2020
Q2 | $865K | Buy |
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|
2020
Q1 | $840 | Sell |
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|
2019
Q4 | $923K | Buy |
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|
2019
Q3 | $745K | Buy |
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|
2019
Q2 | $638K | Hold |
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|
2019
Q1 | $602K | Hold |
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|
2018
Q4 | $541K | Hold |
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|
2018
Q3 | $522K | Hold |
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|
2018
Q2 | $520K | Hold |
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|
2018
Q1 | $508K | Hold |
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|
2017
Q4 | $483K | Hold |
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|
2017
Q3 | $456K | Buy |
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|
2017
Q2 | $413K | Hold |
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|
2017
Q1 | $378K | Buy |
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|
2016
Q4 | $237K | Sell |
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|
2016
Q3 | $271K | Hold |
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|
2016
Q2 | $288K | Buy |
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|
2016
Q1 | $238K | Sell |
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|
2015
Q4 | $252K | Hold |
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|
2015
Q3 | $236K | Buy |
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|
2015
Q2 | $235K | Hold |
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|
2015
Q1 | $250K | Hold |
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|
2014
Q4 | $255K | Hold |
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|
2014
Q3 | $225K | Hold |
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|
2014
Q2 | $246K | Hold |
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|
2014
Q1 | $229K | Hold |
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|
2013
Q4 | $205K | Buy |
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