Leavell Investment Management’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 | $1.37M | Buy |
19,776
+706
| +4% | +$49K | 0.06% | 259 |
|
|
2025
Q1 | $1.35M | Buy |
19,070
+1,790
| +10% | +$127K | 0.07% | 252 |
|
|
2024
Q4 | $1.24M | Buy |
17,280
+1,102
| +7% | +$79K | 0.06% | 254 |
|
|
2024
Q3 | $1.37M | Buy |
16,178
+220
| +1% | +$18.6K | 0.07% | 251 |
|
|
2024
Q2 | $1.13M | Sell |
15,958
-1,615
| -9% | -$114K | 0.06% | 258 |
|
|
2024
Q1 | $1.12M | Hold |
17,573
| – | – | 0.06% | 251 |
|
|
2023
Q4 | $1.07M | Hold |
17,573
| – | – | 0.07% | 251 |
|
|
2023
Q3 | $1.01M | Buy |
17,573
+28
| +0.2% | +$1.61K | 0.07% | 245 |
|
|
2023
Q2 | $1.3M | Sell |
17,545
-205
| -1% | -$15.2K | 0.09% | 211 |
|
|
2023
Q1 | $1.37M | Sell |
17,750
-1,865
| -10% | -$144K | 0.1% | 197 |
|
|
2022
Q4 | $1.64M | Sell |
19,615
-678
| -3% | -$56.7K | 0.12% | 177 |
|
|
2022
Q3 | $1.59M | Buy |
20,293
+1,285
| +7% | +$101K | 0.13% | 161 |
|
|
2022
Q2 | $1.47M | Sell |
19,008
-351
| -2% | -$27.2K | 0.11% | 177 |
|
|
2022
Q1 | $1.64M | Sell |
19,359
-160
| -0.8% | -$13.6K | 0.11% | 170 |
|
|
2021
Q4 | $1.82M | Sell |
19,519
-367
| -2% | -$34.3K | 0.12% | 165 |
|
|
2021
Q3 | $1.56M | Sell |
19,886
-705
| -3% | -$55.3K | 0.12% | 168 |
|
|
2021
Q2 | $1.56M | Hold |
20,591
| – | – | 0.13% | 161 |
|
|
2021
Q1 | $1.56M | Sell |
20,591
-625
| -3% | -$47.3K | 0.13% | 161 |
|
|
2020
Q4 | $1.64M | Hold |
21,216
| – | – | 0.14% | 147 |
|
|
2020
Q3 | $1.47M | Hold |
21,216
| – | – | 0.13% | 148 |
|
|
2020
Q2 | $1.27M | Sell |
21,216
-512
| -2% | -$30.7K | 0.12% | 151 |
|
|
2020
Q1 | $1.31M | Buy |
21,728
+448
| +2% | +$26.9K | 0.15% | 134 |
|
|
2019
Q4 | $1.29M | Buy |
21,280
+1,380
| +7% | +$83.5K | 0.12% | 160 |
|
|
2019
Q3 | $1.16M | Buy |
19,900
+128
| +0.6% | +$7.46K | 0.12% | 166 |
|
|
2019
Q2 | $1.01M | Hold |
19,772
| – | – | 0.11% | 181 |
|
|
2019
Q1 | $956K | Sell |
19,772
-1,232
| -6% | -$59.6K | 0.11% | 184 |
|
|
2018
Q4 | $913K | Sell |
21,004
-1,152
| -5% | -$50.1K | 0.11% | 179 |
|
|
2018
Q3 | $928K | Sell |
22,156
-1,908
| -8% | -$79.9K | 0.1% | 188 |
|
|
2018
Q2 | $1.01M | Hold |
24,064
| – | – | 0.11% | 179 |
|
|
2018
Q1 | $983K | Hold |
24,064
| – | – | 0.11% | 180 |
|
|
2017
Q4 | $940K | Sell |
24,064
-400
| -2% | -$15.6K | 0.11% | 181 |
|
|
2017
Q3 | $896K | Hold |
24,464
| – | – | 0.11% | 182 |
|
|
2017
Q2 | $857K | Hold |
24,464
| – | – | 0.11% | 182 |
|
|
2017
Q1 | $785K | Buy |
24,464
+72
| +0.3% | +$2.31K | 0.1% | 179 |
|
|
2016
Q4 | $728K | Hold |
24,392
| – | – | 0.1% | 185 |
|
|
2016
Q3 | $746K | Sell |
24,392
-2,988
| -11% | -$91.4K | 0.11% | 184 |
|
|
2016
Q2 | $893K | Sell |
27,380
-1,320
| -5% | -$43.1K | 0.13% | 173 |
|
|
2016
Q1 | $849K | Hold |
28,700
| – | – | 0.13% | 172 |
|
|
2015
Q4 | $745K | Sell |
28,700
-108
| -0.4% | -$2.8K | 0.11% | 177 |
|
|
2015
Q3 | $703K | Buy |
28,808
+68
| +0.2% | +$1.66K | 0.11% | 180 |
|
|
2015
Q2 | $704K | Hold |
28,740
| – | – | 0.11% | 195 |
|
|
2015
Q1 | $748K | Hold |
28,740
| – | – | 0.11% | 194 |
|
|
2014
Q4 | $764K | Buy |
28,740
+1,820
| +7% | +$48.4K | 0.12% | 190 |
|
|
2014
Q3 | $632K | Hold |
26,920
| – | – | 0.1% | 206 |
|
|
2014
Q2 | $690K | Hold |
26,920
| – | – | 0.11% | 194 |
|
|
2014
Q1 | $644K | Buy |
26,920
+296
| +1% | +$7.08K | 0.11% | 192 |
|
|
2013
Q4 | $570K | Sell |
26,624
-400
| -1% | -$8.56K | 0.1% | 203 |
|
|
2013
Q3 | $542K | Hold |
27,024
| – | – | 0.1% | 202 |
|
|
2013
Q2 | $550K | Buy |
+27,024
| New | +$550K | 0.1% | 197 |
|