Level Four Advisory Services’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 | $12.6M | Buy |
181,769
+70,103
| +63% | +$4.87M | 0.47% | 37 |
|
|
2025
Q1 | $7.92M | Buy |
111,666
+1,287
| +1% | +$91.2K | 0.33% | 76 |
|
|
2024
Q4 | $7.91M | Buy |
110,379
+3,316
| +3% | +$238K | 0.32% | 71 |
|
|
2024
Q3 | $8.48M | Buy |
107,063
+8,240
| +8% | +$653K | 0.36% | 54 |
|
|
2024
Q2 | $7M | Buy |
98,823
+73,938
| +297% | +$5.24M | 0.32% | 71 |
|
|
2024
Q1 | $1.51M | Hold |
24,885
| – | – | 0.08% | 242 |
|
|
2023
Q4 | $1.51M | Buy |
24,885
+706
| +3% | +$42.9K | 0.08% | 241 |
|
|
2023
Q3 | $1.39M | Sell |
24,179
-5,062
| -17% | -$290K | 0.09% | 238 |
|
|
2023
Q2 | $2.17M | Sell |
29,241
-464
| -2% | -$34.4K | 0.13% | 175 |
|
|
2023
Q1 | $2.29M | Sell |
29,705
-812
| -3% | -$62.6K | 0.15% | 159 |
|
|
2022
Q4 | $2.55M | Buy |
30,517
+9,284
| +44% | +$776K | 0.19% | 131 |
|
|
2022
Q3 | $1.67M | Sell |
21,233
-7,570
| -26% | -$594K | 0.16% | 147 |
|
|
2022
Q2 | $2.23M | Sell |
28,803
-1,333
| -4% | -$103K | 0.21% | 126 |
|
|
2022
Q1 | $2.55M | Buy |
30,136
+5,415
| +22% | +$459K | 0.2% | 133 |
|
|
2021
Q4 | $2.31M | Buy |
24,721
+6,683
| +37% | +$624K | 0.18% | 143 |
|
|
2021
Q3 | $1.42M | Sell |
18,038
-2,956
| -14% | -$232K | 0.15% | 153 |
|
|
2021
Q2 | $1.54M | Sell |
20,994
-1,208
| -5% | -$88.5K | 0.11% | 205 |
|
|
2021
Q1 | $1.68M | Buy |
22,202
+5,199
| +31% | +$393K | 0.13% | 175 |
|
|
2020
Q4 | $1.31M | Buy |
17,003
+359
| +2% | +$27.7K | 0.11% | 198 |
|
|
2020
Q3 | $1.16M | Sell |
16,644
-14,464
| -46% | -$1M | 0.09% | 222 |
|
|
2020
Q2 | $1.87M | Sell |
31,108
-2,332
| -7% | -$140K | 0.14% | 159 |
|
|
2020
Q1 | $2.01M | Sell |
33,440
-4,060
| -11% | -$244K | 0.24% | 108 |
|
|
2019
Q4 | $12M | Buy |
37,500
+5,100
| +16% | +$1.63M | 0.48% | 60 |
|
|
2019
Q3 | $1.89M | Buy |
32,400
+468
| +1% | +$27.3K | 0.2% | 116 |
|
|
2019
Q2 | $1.64M | Sell |
31,932
-1,228
| -4% | -$62.9K | 0.17% | 139 |
|
|
2019
Q1 | $1.6M | Sell |
33,160
-11,384
| -26% | -$550K | 0.18% | 133 |
|
|
2018
Q4 | $1.94M | Sell |
44,544
-6,044
| -12% | -$263K | 0.24% | 95 |
|
|
2018
Q3 | $2.12M | Buy |
50,588
+424
| +0.8% | +$17.8K | 0.23% | 99 |
|
|
2018
Q2 | $2.1M | Buy |
50,164
+33,296
| +197% | +$1.39M | 0.15% | 133 |
|
|
2018
Q1 | $689K | Buy |
16,868
+4,752
| +39% | +$194K | 0.05% | 309 |
|
|
2017
Q4 | $473K | Buy |
12,116
+1,960
| +19% | +$76.5K | 0.04% | 369 |
|
|
2017
Q3 | $372K | Sell |
10,156
-4,936
| -33% | -$181K | 0.03% | 377 |
|
|
2017
Q2 | $493K | Sell |
15,092
-1,032
| -6% | -$33.7K | 0.08% | 261 |
|
|
2017
Q1 | $526K | Buy |
16,124
+1,976
| +14% | +$64.5K | 0.05% | 311 |
|
|
2016
Q4 | $423K | Buy |
+14,148
| New | +$423K | 0.05% | 308 |
|