Kavar Capital Partners Group’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
Q3 | $795K | Hold |
|
|||||
|
2025
Q2 | $731K | Hold |
|
|||||
|
2025
Q1 | $747K | Hold |
|
|||||
|
2024
Q4 | $755K | Sell |
|
|||||
|
2024
Q3 | $968K | Sell |
|
|||||
|
2024
Q2 | $861K | Hold |
|
|||||
|
2024
Q1 | $777K | Sell |
|
|||||
|
2023
Q4 | $1.47M | Buy |
|
|||||
|
2023
Q3 | $957K | Buy |
|
|||||
|
2023
Q2 | $518K | Buy |
|
|||||
|
2023
Q1 | $536K | Buy |
|
|||||
|
2022
Q4 | $526K | Buy |
|
|||||
|
2022
Q3 | $490K | Hold |
|
|||||
|
2022
Q2 | $484K | Hold |
|
|||||
|
2022
Q1 | $530K | Hold |
|
|||||
|
2021
Q4 | $584K | Buy |
|
|||||
|
2021
Q3 | $487K | Sell |
|
|||||
|
2021
Q2 | $493K | Buy |
|
|||||
|
2021
Q1 | $484K | Buy |
|
|||||
|
2020
Q4 | $432K | Hold |
|
|||||
|
2020
Q3 | $389K | Hold |
|
|||||
|
2020
Q2 | $336K | Hold |
|
|||||
|
2020
Q1 | $337K | Hold |
|
|||||
|
2019
Q4 | $339K | Hold |
|
|||||
|
2019
Q3 | $326K | Buy |
|
|||||
|
2019
Q2 | $41K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $33K | Hold |
|
|||||
|
2018
Q1 | $33K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $20K | Hold |
|
|||||
|
2015
Q3 | $19K | Hold |
|
|||||
|
2015
Q2 | $19K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $19K | Sell |
|
|||||
|
2013
Q4 | $19K | Buy |
|