LKIM
Lawson Kroeker Investment Management’s NextEra Energy, Inc. NEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $208K | Hold |
3,000
| – | – | 0.04% | 96 |
|
2025
Q1 | $213K | Hold |
3,000
| – | – | 0.04% | 89 |
|
2024
Q4 | $215K | Hold |
3,000
| – | – | 0.04% | 90 |
|
2024
Q3 | $254K | Sell |
3,000
-1,300
| -30% | -$110K | 0.05% | 87 |
|
2024
Q2 | $304K | Hold |
4,300
| – | – | 0.06% | 85 |
|
2024
Q1 | $275K | Hold |
4,300
| – | – | 0.05% | 83 |
|
2023
Q4 | $261K | Hold |
4,300
| – | – | 0.05% | 82 |
|
2023
Q3 | $246K | Hold |
4,300
| – | – | 0.05% | 82 |
|
2023
Q2 | $319K | Hold |
4,300
| – | – | 0.08% | 73 |
|
2023
Q1 | $331K | Sell |
4,300
-100
| -2% | -$7.71K | 0.07% | 81 |
|
2022
Q4 | $368K | Hold |
4,400
| – | – | 0.12% | 51 |
|
2022
Q3 | $345K | Hold |
4,400
| – | – | 0.12% | 54 |
|
2022
Q2 | $341K | Hold |
4,400
| – | – | 0.12% | 55 |
|
2022
Q1 | $373K | Hold |
4,400
| – | – | 0.12% | 53 |
|
2021
Q4 | $411K | Sell |
4,400
-400
| -8% | -$37.4K | 0.13% | 54 |
|
2021
Q3 | $377K | Hold |
4,800
| – | – | 0.13% | 54 |
|
2021
Q2 | $352K | Hold |
4,800
| – | – | 0.11% | 58 |
|
2021
Q1 | $363K | Hold |
4,800
| – | – | 0.12% | 56 |
|
2020
Q4 | $370K | Buy |
4,800
+3,600
| +300% | +$278K | 0.14% | 55 |
|
2020
Q3 | $333K | Hold |
1,200
| – | – | 0.15% | 58 |
|
2020
Q2 | $288K | Hold |
1,200
| – | – | 0.14% | 57 |
|
2020
Q1 | $289K | Hold |
1,200
| – | – | 0.16% | 57 |
|
2019
Q4 | $291K | Hold |
1,200
| – | – | 0.11% | 60 |
|
2019
Q3 | $280K | Hold |
1,200
| – | – | 0.11% | 60 |
|
2019
Q2 | $246K | Sell |
1,200
-50
| -4% | -$10.3K | 0.08% | 61 |
|
2019
Q1 | $242K | Hold |
1,250
| – | – | 0.09% | 61 |
|
2018
Q4 | $217K | Hold |
1,250
| – | – | 0.09% | 61 |
|
2018
Q3 | $210K | Hold |
1,250
| – | – | 0.07% | 62 |
|
2018
Q2 | $209K | Hold |
1,250
| – | – | 0.07% | 63 |
|
2018
Q1 | $204K | Buy |
+1,250
| New | +$204K | 0.07% | 68 |
|