Level Four Advisory Services’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 | $15.9M | Sell |
171,684
-8,128
| -5% | -$723K | 0.52% | 27 |
|
|
2025
Q4 | $14.4M | Buy |
179,812
+2,660
| +2% | +$220K | 0.47% | 35 |
|
|
2025
Q3 | $13.4M | Sell |
177,152
-4,617
| -3% | -$337K | 0.46% | 39 |
|
|
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% | +$90.8K | 0.33% | 76 |
|
|
2024
Q4 | $7.91M | Buy |
110,379
+3,316
| +3% | +$258K | 0.32% | 71 |
|
|
2024
Q3 | $8.48M | Buy |
107,063
+8,240
| +8% | +$643K | 0.36% | 54 |
|
|
2024
Q2 | $7M | Buy |
98,823
+73,938
| +297% | +$5.25M | 0.32% | 71 |
|
|
2024
Q1 | $1.51M | Hold |
24,885
| – | – | 0.08% | 242 |
|
|
2023
Q4 | $1.51M | Buy |
24,885
+706
| +3% | +$40.2K | 0.08% | 241 |
|
|
2023
Q3 | $1.39M | Sell |
24,179
-5,062
| -17% | -$350K | 0.09% | 238 |
|
|
2023
Q2 | $2.17M | Sell |
29,241
-464
| -2% | -$35.1K | 0.13% | 175 |
|
|
2023
Q1 | $2.29M | Sell |
29,705
-812
| -3% | -$62.4K | 0.15% | 159 |
|
|
2022
Q4 | $2.55M | Buy |
30,517
+9,284
| +44% | +$750K | 0.19% | 131 |
|
|
2022
Q3 | $1.67M | Sell |
21,233
-7,570
| -26% | -$642K | 0.16% | 147 |
|
|
2022
Q2 | $2.23M | Sell |
28,803
-1,333
| -4% | -$101K | 0.21% | 126 |
|
|
2022
Q1 | $2.55M | Buy |
30,136
+5,415
| +22% | +$434K | 0.2% | 133 |
|
|
2021
Q4 | $2.31M | Buy |
24,721
+6,683
| +37% | +$578K | 0.18% | 143 |
|
|
2021
Q3 | $1.42M | Sell |
18,038
-2,956
| -14% | -$238K | 0.15% | 153 |
|
|
2021
Q2 | $1.54M | Sell |
20,994
-1,208
| -5% | -$90.7K | 0.11% | 205 |
|
|
2021
Q1 | $1.68M | Buy |
22,202
+5,199
| +31% | +$406K | 0.13% | 175 |
|
|
2020
Q4 | $1.31M | Buy |
17,003
+359
| +2% | +$26.9K | 0.11% | 198 |
|
|
2020
Q3 | $1.16M | Sell |
16,644
-14,464
| -46% | -$999K | 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% | -$255K | 0.24% | 108 |
|
|
2019
Q4 | $12M | Buy |
37,500
+5,100
| +16% | +$298K | 0.48% | 60 |
|
|
2019
Q3 | $1.89M | Buy |
32,400
+468
| +1% | +$25.3K | 0.2% | 116 |
|
|
2019
Q2 | $1.64M | Sell |
31,932
-1,228
| -4% | -$60.4K | 0.17% | 139 |
|
|
2019
Q1 | $1.6M | Sell |
33,160
-11,384
| -26% | -$521K | 0.18% | 133 |
|
|
2018
Q4 | $1.94M | Sell |
44,544
-6,044
| -12% | -$264K | 0.24% | 95 |
|
|
2018
Q3 | $2.12M | Buy |
50,588
+424
| +0.8% | +$18.1K | 0.23% | 99 |
|
|
2018
Q2 | $2.1M | Buy |
50,164
+33,296
| +197% | +$1.34M | 0.15% | 134 |
|
|
2018
Q1 | $689K | Buy |
16,868
+4,752
| +39% | +$183K | 0.05% | 310 |
|
|
2017
Q4 | $473K | Buy |
12,116
+1,960
| +19% | +$75.7K | 0.04% | 370 |
|
|
2017
Q3 | $372K | Sell |
10,156
-4,936
| -33% | -$181K | 0.03% | 378 |
|
|
2017
Q2 | $493K | Sell |
15,092
-1,032
| -6% | -$35.3K | 0.08% | 261 |
|
|
2017
Q1 | $526K | Buy |
16,124
+1,976
| +14% | +$62.1K | 0.05% | 311 |
|
|
2016
Q4 | $423K | Buy |
+14,148
| New | +$423K | 0.05% | 308 |
|
Other funds holding NEE
VCM
VPM
Level Four Advisory Services's NEE Position: Q1 2026 in Review
Level Four Advisory Services reduced its NextEra Energy (NEE) stake by 4.5% in Q1 2026, selling an estimated $723K and leaving 171,684 shares worth $15.9M. The position accounts for 0.52% of the portfolio, ranked #27.
Level Four Advisory Services first reported a position in NEE in Q4 2016 and has held it in 38 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Level Four Advisory Services held 171,684 shares of NextEra Energy worth $15.9M as of Q1 2026.
- Level Four Advisory Services sold 8,128 NextEra Energy shares in Q1 2026, an estimated $723K.
- NextEra Energy made up 0.52% of Level Four Advisory Services's portfolio in Q1 2026, its #27 holding.
- Level Four Advisory Services first reported a position in NextEra Energy in Q4 2016 and has held it in 38 quarters since.
- 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.