Kavar Capital Partners Group’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 | $731K | Hold |
10,537
| – | – | 0.11% | 113 |
|
|
2025
Q1 | $747K | Hold |
10,537
| – | – | 0.12% | 103 |
|
|
2024
Q4 | $755K | Sell |
10,537
-920
| -8% | -$66K | 0.13% | 103 |
|
|
2024
Q3 | $968K | Sell |
11,457
-697
| -6% | -$58.9K | 0.15% | 96 |
|
|
2024
Q2 | $861K | Hold |
12,154
| – | – | 0.16% | 94 |
|
|
2024
Q1 | $777K | Sell |
12,154
-12,084
| -50% | -$772K | 0.14% | 94 |
|
|
2023
Q4 | $1.47M | Buy |
24,238
+7,525
| +45% | +$457K | 0.16% | 88 |
|
|
2023
Q3 | $957K | Buy |
16,713
+9,728
| +139% | +$557K | 0.21% | 88 |
|
|
2023
Q2 | $518K | Buy |
6,985
+30
| +0.4% | +$2.23K | 0.11% | 99 |
|
|
2023
Q1 | $536K | Buy |
6,955
+665
| +11% | +$51.3K | 0.12% | 102 |
|
|
2022
Q4 | $526K | Buy |
6,290
+36
| +0.6% | +$3.01K | 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% | +$5.04K | 0.12% | 107 |
|
|
2021
Q3 | $487K | Sell |
6,200
-534
| -8% | -$41.9K | 0.11% | 119 |
|
|
2021
Q2 | $493K | Buy |
6,734
+334
| +5% | +$24.5K | 0.12% | 108 |
|
|
2021
Q1 | $484K | Buy |
6,400
+800
| +14% | +$60.5K | 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% | +$279K | 0.13% | 103 |
|
|
2019
Q2 | $41K | Buy |
+800
| New | +$41K | 0.02% | 246 |
|
|
2018
Q3 | – | Sell |
-800
| Closed | -$33K | – | 285 |
|
|
2018
Q2 | $33K | Hold |
800
| – | – | 0.02% | 219 |
|
|
2018
Q1 | $33K | Buy |
+800
| New | +$33K | 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 | +$19K | 0.01% | 252 |
|
|
2014
Q2 | – | Sell |
-800
| Closed | -$19K | – | 329 |
|
|
2014
Q1 | $19K | Sell |
800
-116
| -13% | -$2.76K | 0.02% | 263 |
|
|
2013
Q4 | $19K | Buy |
+916
| New | +$19K | 0.02% | 250 |
|