LBMC Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History

LBMC Investment Advisors’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$368K	Hold	5,299	–	–	0.03%	151
2025 Q1	$376K	Buy	5,299 +1	+0%	+$71	0.03%	137
2024 Q4	$380K	Buy	5,298 +1	+0%	+$72	0.03%	135
2024 Q3	$448K	Hold	5,297	–	–	0.04%	119
2024 Q2	$375K	Buy	5,297 +1	+0%	+$71	0.03%	120
2024 Q1	$338K	Hold	5,296	–	–	0.03%	130
2023 Q4	$322K	Buy	5,296 +1	+0%	+$61	0.03%	122
2023 Q3	$279K	Hold	5,295	–	–	0.03%	126
2023 Q2	$393K	Buy	5,295 +1	+0%	+$74	0.04%	109
2023 Q1	$408K	Hold	5,294	–	–	0.04%	107
2022 Q4	$443K	Buy	5,294 +1	+0%	+$84	0.05%	100
2022 Q3	$415K	Hold	5,293	–	–	0.05%	99
2022 Q2	$410K	Hold	5,293	–	–	0.04%	91
2022 Q1	$448K	Sell	5,293 -101	-2%	-$8.55K	0.04%	98
2021 Q4	$504K	Sell	5,394 -121	-2%	-$11.3K	0.04%	93
2021 Q3	$423	Hold	5,515	–	–	0.04%	102
2021 Q2	$404K	Hold	5,515	–	–	0.04%	104
2021 Q1	$417K	Buy	5,515 +242	+5%	+$18.3K	0.04%	88
2020 Q4	$407K	Buy	5,273 +9	+0.2%	+$695	0.05%	84
2020 Q3	$365K	Buy	5,264 +72	+1%	+$4.99K	0.05%	83
2020 Q2	$312K	Hold	5,192	–	–	0.05%	74
2020 Q1	$312K	Hold	5,192	–	–	0.06%	67
2019 Q4	$314K	Hold	5,192	–	–	0.04%	76
2019 Q3	$302K	Hold	5,192	–	–	0.05%	75
2019 Q2	$266K	Hold	5,192	–	–	0.04%	82
2019 Q1	$251K	Sell	5,192 -76	-1%	-$3.67K	0.04%	83
2018 Q4	$229K	Buy	5,268 +76	+1%	+$3.3K	0.04%	83
2018 Q3	$218K	Hold	5,192	–	–	0.03%	96
2018 Q2	$217K	Hold	5,192	–	–	0.04%	96
2018 Q1	$212K	Sell	5,192 -2,880	-36%	-$118K	0.04%	81
2017 Q4	$315K	Hold	8,072	–	–	0.05%	69
2017 Q3	$296K	Buy	8,072 +492	+6%	+$18K	0.05%	65
2017 Q2	$266K	Hold	7,580	–	–	0.05%	67
2017 Q1	$243K	Hold	7,580	–	–	0.04%	69
2016 Q4	$226K	Hold	7,580	–	–	0.04%	69
2016 Q3	$232K	Sell	7,580 -660	-8%	-$20.2K	0.04%	70
2016 Q2	$269K	Sell	8,240 -420	-5%	-$13.7K	0.05%	61
2016 Q1	$256K	Buy	+8,660	New	+$256K	0.05%	63