LBMC Investment Advisors’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 | $394K | Sell |
|
|||||
|
2025
Q2 | $368K | Hold |
|
|||||
|
2025
Q1 | $376K | Buy |
|
|||||
|
2024
Q4 | $380K | Buy |
|
|||||
|
2024
Q3 | $448K | Hold |
|
|||||
|
2024
Q2 | $375K | Buy |
|
|||||
|
2024
Q1 | $338K | Hold |
|
|||||
|
2023
Q4 | $322K | Buy |
|
|||||
|
2023
Q3 | $279K | Hold |
|
|||||
|
2023
Q2 | $393K | Buy |
|
|||||
|
2023
Q1 | $408K | Hold |
|
|||||
|
2022
Q4 | $443K | Buy |
|
|||||
|
2022
Q3 | $415K | Hold |
|
|||||
|
2022
Q2 | $410K | Hold |
|
|||||
|
2022
Q1 | $448K | Sell |
|
|||||
|
2021
Q4 | $504K | Sell |
|
|||||
|
2021
Q3 | $423 | Hold |
|
|||||
|
2021
Q2 | $404K | Hold |
|
|||||
|
2021
Q1 | $417K | Buy |
|
|||||
|
2020
Q4 | $407K | Buy |
|
|||||
|
2020
Q3 | $365K | Buy |
|
|||||
|
2020
Q2 | $312K | Hold |
|
|||||
|
2020
Q1 | $312K | Hold |
|
|||||
|
2019
Q4 | $314K | Hold |
|
|||||
|
2019
Q3 | $302K | Hold |
|
|||||
|
2019
Q2 | $266K | Hold |
|
|||||
|
2019
Q1 | $251K | Sell |
|
|||||
|
2018
Q4 | $229K | Buy |
|
|||||
|
2018
Q3 | $218K | Hold |
|
|||||
|
2018
Q2 | $217K | Hold |
|
|||||
|
2018
Q1 | $212K | Sell |
|
|||||
|
2017
Q4 | $315K | Hold |
|
|||||
|
2017
Q3 | $296K | Buy |
|
|||||
|
2017
Q2 | $266K | Hold |
|
|||||
|
2017
Q1 | $243K | Hold |
|
|||||
|
2016
Q4 | $226K | Hold |
|
|||||
|
2016
Q3 | $232K | Sell |
|
|||||
|
2016
Q2 | $269K | Sell |
|
|||||
|
2016
Q1 | $256K | Buy |
|