LCM
Liberty Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
26,493
+234
| +0.9% | +$16.2K | 0.37% | 70 |
|
|
2025
Q1 | $1.86M | Buy |
26,259
+386
| +1% | +$27.4K | 0.41% | 65 |
|
|
2024
Q4 | $1.85M | Hold |
25,873
| – | – | 0.41% | 66 |
|
|
2024
Q3 | $2.19M | Sell |
25,873
-1,645
| -6% | -$139K | 0.48% | 59 |
|
|
2024
Q2 | $1.95M | Buy |
27,518
+921
| +3% | +$65.2K | 0.46% | 59 |
|
|
2024
Q1 | $1.7M | Sell |
26,597
-840
| -3% | -$53.7K | 0.42% | 63 |
|
|
2023
Q4 | $1.67M | Sell |
27,437
-18,362
| -40% | -$1.12M | 0.44% | 63 |
|
|
2023
Q3 | $2.62M | Buy |
45,799
+6,029
| +15% | +$345K | 0.77% | 42 |
|
|
2023
Q2 | $2.95M | Buy |
39,770
+204
| +0.5% | +$15.1K | 0.88% | 36 |
|
|
2023
Q1 | $3.05M | Buy |
39,566
+838
| +2% | +$64.6K | 1% | 34 |
|
|
2022
Q4 | $3.24M | Buy |
38,728
+799
| +2% | +$66.8K | 1.12% | 30 |
|
|
2022
Q3 | $2.97M | Buy |
37,929
+4,086
| +12% | +$320K | 1.11% | 29 |
|
|
2022
Q2 | $2.62M | Buy |
33,843
+2,184
| +7% | +$169K | 0.93% | 37 |
|
|
2022
Q1 | $2.68M | Buy |
31,659
+188
| +0.6% | +$15.9K | 0.78% | 41 |
|
|
2021
Q4 | $2.94M | Sell |
31,471
-2,633
| -8% | -$246K | 0.79% | 40 |
|
|
2021
Q3 | $2.68M | Buy |
34,104
+1,872
| +6% | +$147K | 0.79% | 41 |
|
|
2021
Q2 | $2.36M | Sell |
32,232
-358
| -1% | -$26.2K | 0.72% | 47 |
|
|
2021
Q1 | $2.46M | Buy |
32,590
+2,971
| +10% | +$225K | 0.85% | 42 |
|
|
2020
Q4 | $2.29M | Buy |
+29,619
| New | +$2.29M | 0.83% | 41 |
|
|
2020
Q2 | $1.5M | Buy |
6,235
+1,273
| +26% | +$306K | 0.65% | 44 |
|
|
2020
Q1 | $1.19M | Buy |
4,962
+1,402
| +39% | +$337K | 0.62% | 46 |
|
|
2019
Q4 | $862K | Hold |
3,560
| – | – | 0.35% | 64 |
|
|
2019
Q3 | $829K | Buy |
3,560
+852
| +31% | +$198K | 0.37% | 67 |
|
|
2019
Q2 | $555K | Buy |
2,708
+300
| +12% | +$61.5K | 0.25% | 82 |
|
|
2019
Q1 | $466K | Hold |
2,408
| – | – | 0.23% | 83 |
|
|
2018
Q4 | $419K | Buy |
2,408
+100
| +4% | +$17.4K | 0.26% | 78 |
|
|
2018
Q3 | $387K | Buy |
2,308
+23
| +1% | +$3.86K | 0.2% | 86 |
|
|
2018
Q2 | $382K | Buy |
2,285
+550
| +32% | +$91.9K | 0.22% | 83 |
|
|
2018
Q1 | $283K | Buy |
1,735
+75
| +5% | +$12.2K | 0.17% | 93 |
|
|
2017
Q4 | $250K | Hold |
1,660
| – | – | 0.13% | 103 |
|
|
2017
Q3 | $256K | Hold |
1,660
| – | – | 0.14% | 108 |
|
|
2017
Q2 | $234K | Buy |
1,660
+1,000
| +152% | +$141K | 0.14% | 103 |
|
|
2017
Q1 | $85K | Buy |
+660
| New | +$85K | 0.05% | 138 |
|