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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $489K | Sell |
5,269
-163
| -3% | -$14.5K | 0.03% | 152 |
|
|
2025
Q4 | $436K | Buy |
5,432
+214
| +4% | +$17.7K | 0.03% | 147 |
|
|
2025
Q3 | $394K | Sell |
5,218
-81
| -2% | -$5.92K | 0.03% | 160 |
|
|
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% | +$78 | 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% | +$57 | 0.03% | 122 |
|
|
2023
Q3 | $279K | Hold |
5,295
| – | – | 0.03% | 126 |
|
|
2023
Q2 | $393K | Buy |
5,295
+1
| +0% | +$76 | 0.04% | 109 |
|
|
2023
Q1 | $408K | Hold |
5,294
| – | – | 0.04% | 107 |
|
|
2022
Q4 | $443K | Buy |
5,294
+1
| +0% | +$81 | 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% | -$8.09K | 0.04% | 98 |
|
|
2021
Q4 | $504K | Sell |
5,394
-121
| -2% | -$10.5K | 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% | +$18.9K | 0.04% | 88 |
|
|
2020
Q4 | $407K | Buy |
5,273
+9
| +0.2% | +$673 | 0.05% | 84 |
|
|
2020
Q3 | $365K | Buy |
5,264
+72
| +1% | +$4.97K | 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% | -$3.48K | 0.04% | 83 |
|
|
2018
Q4 | $229K | Buy |
5,268
+76
| +1% | +$3.32K | 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% | -$111K | 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% | -$20.8K | 0.04% | 70 |
|
|
2016
Q2 | $269K | Sell |
8,240
-420
| -5% | -$12.6K | 0.05% | 61 |
|
|
2016
Q1 | $256K | Buy |
+8,660
| New | +$243K | 0.05% | 63 |
|
Other funds holding NEE
VCM
VPM
