Edgar Lomax Company’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Sell |
309,760
-5,000
| -2% | -$347K | 1.36% | 32 |
|
|
2025
Q1 | $22.3M | Buy |
314,760
+82,750
| +36% | +$5.87M | 1.4% | 32 |
|
|
2024
Q4 | $16.6M | Sell |
232,010
-4,530
| -2% | -$325K | 1.07% | 33 |
|
|
2024
Q3 | $20M | Sell |
236,540
-3,720
| -2% | -$314K | 1.22% | 30 |
|
|
2024
Q2 | $17M | Sell |
240,260
-3,955
| -2% | -$280K | 1.1% | 34 |
|
|
2024
Q1 | $15.6M | Buy |
+244,215
| New | +$15.6M | 0.96% | 38 |
|
|
2022
Q1 | – | Sell |
-180,675
| Closed | -$16.9M | – | 65 |
|
|
2021
Q4 | $16.9M | Sell |
180,675
-1,815
| -1% | -$169K | 1.01% | 35 |
|
|
2021
Q3 | $14.3M | Sell |
182,490
-1,855
| -1% | -$146K | 0.92% | 39 |
|
|
2021
Q2 | $13.5M | Sell |
184,345
-9,225
| -5% | -$676K | 0.84% | 40 |
|
|
2021
Q1 | $14.6M | Buy |
+193,570
| New | +$14.6M | 0.91% | 35 |
|
|
2020
Q1 | – | Sell |
-513,284
| Closed | -$31.1M | – | 70 |
|
|
2019
Q4 | $31.1M | Sell |
513,284
-12,800
| -2% | -$775K | 2% | 20 |
|
|
2019
Q3 | $30.6M | Sell |
526,084
-6,000
| -1% | -$349K | 2.05% | 20 |
|
|
2019
Q2 | $27.3M | Sell |
532,084
-8,400
| -2% | -$430K | 1.85% | 20 |
|
|
2019
Q1 | $26.1M | Sell |
540,484
-285,100
| -35% | -$13.8M | 1.79% | 21 |
|
|
2018
Q4 | $35.9M | Sell |
825,584
-12,800
| -2% | -$556K | 2.72% | 15 |
|
|
2018
Q3 | $35.1M | Sell |
838,384
-31,600
| -4% | -$1.32M | 2.36% | 17 |
|
|
2018
Q2 | $36.3M | Buy |
869,984
+7,384
| +0.9% | +$308K | 2.55% | 15 |
|
|
2018
Q1 | $35.2M | Buy |
+862,600
| New | +$35.2M | 2.53% | 15 |
|