Kavar Capital Partners Group’s NextEra Energy NEE Stock Holding History

Kavar Capital Partners Group’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$860K	Sell	9,257 -50	-0.5%	-$4.45K	0.11%	110
2025 Q4	$747K	Sell	9,307 -1,230	-12%	-$102K	0.1%	105
2025 Q3	$795K	Hold	10,537	–	–	0.11%	108
2025 Q2	$731K	Hold	10,537	–	–	0.11%	113
2025 Q1	$747K	Hold	10,537	–	–	0.12%	103
2024 Q4	$755K	Sell	10,537 -920	-8%	-$71.5K	0.13%	103
2024 Q3	$968K	Sell	11,457 -697	-6%	-$54.4K	0.15%	96
2024 Q2	$861K	Hold	12,154	–	–	0.16%	94
2024 Q1	$777K	Sell	12,154 -12,084	-50%	-$708K	0.14%	94
2023 Q4	$1.47M	Buy	24,238 +7,525	+45%	+$429K	0.16%	88
2023 Q3	$957K	Buy	16,713 +9,728	+139%	+$673K	0.21%	88
2023 Q2	$518K	Buy	6,985 +30	+0.4%	+$2.27K	0.11%	99
2023 Q1	$536K	Buy	6,955 +665	+11%	+$51.1K	0.12%	102
2022 Q4	$526K	Buy	6,290 +36	+0.6%	+$2.91K	0.12%	96
2022 Q3	$490K	Hold	6,254	–	–	0.12%	98
2022 Q2	$484K	Hold	6,254	–	–	0.11%	108
2022 Q1	$530K	Hold	6,254	–	–	0.11%	106
2021 Q4	$584K	Buy	6,254 +54	+0.9%	+$4.67K	0.12%	107
2021 Q3	$487K	Sell	6,200 -534	-8%	-$43.1K	0.11%	119
2021 Q2	$493K	Buy	6,734 +334	+5%	+$25.1K	0.12%	108
2021 Q1	$484K	Buy	6,400 +800	+14%	+$62.4K	0.13%	103
2020 Q4	$432K	Hold	5,600	–	–	0.12%	109
2020 Q3	$389K	Hold	5,600	–	–	0.13%	110
2020 Q2	$336K	Hold	5,600	–	–	0.13%	98
2020 Q1	$337K	Hold	5,600	–	–	0.16%	89
2019 Q4	$339K	Hold	5,600	–	–	0.13%	98
2019 Q3	$326K	Buy	5,600 +4,800	+600%	+$260K	0.13%	103
2019 Q2	$41K	Buy	+800	New	+$39.4K	0.02%	246
2018 Q3	–	Sell	-800	Closed	-$33K	–	285
2018 Q2	$33K	Hold	800	–	–	0.02%	219
2018 Q1	$33K	Buy	+800	New	+$30.8K	0.02%	221
2016 Q1	–	Sell	-800	Closed	-$20K	–	282
2015 Q4	$20K	Hold	800	–	–	0.01%	225
2015 Q3	$19K	Hold	800	–	–	0.01%	233
2015 Q2	$19K	Buy	+800	New	+$20.3K	0.01%	252
2014 Q2	–	Sell	-800	Closed	-$19K	–	329
2014 Q1	$19K	Sell	800 -116	-13%	-$2.63K	0.02%	263
2013 Q4	$19K	Buy	+916	New	+$19.3K	0.02%	250