Lido 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 | $30.7M | Buy |
331,023
+46,666
| +16% | +$4.15M | 0.09% | 145 |
|
|
2025
Q4 | $21.6M | Buy |
284,357
+10,676
| +4% | +$884K | 0.06% | 190 |
|
|
2025
Q3 | $20.7M | Buy |
273,681
+15,215
| +6% | +$1.11M | 0.06% | 186 |
|
|
2025
Q2 | $17.9M | Buy |
258,466
+65,913
| +34% | +$4.58M | 0.07% | 172 |
|
|
2025
Q1 | $13.7M | Buy |
192,553
+14,476
| +8% | +$1.02M | 0.06% | 197 |
|
|
2024
Q4 | $12.8M | Buy |
178,077
+595
| +0.3% | +$46.2K | 0.06% | 185 |
|
|
2024
Q3 | $15M | Buy |
177,482
+24,304
| +16% | +$1.9M | 0.07% | 144 |
|
|
2024
Q2 | $10.8M | Buy |
153,178
+5,121
| +3% | +$363K | 0.06% | 169 |
|
|
2024
Q1 | $9.46M | Buy |
148,057
+8,365
| +6% | +$490K | 0.06% | 180 |
|
|
2023
Q4 | $8.48M | Sell |
139,692
-45,200
| -24% | -$2.58M | 0.06% | 189 |
|
|
2023
Q3 | $10.6M | Sell |
184,892
-31,471
| -15% | -$2.18M | 0.08% | 131 |
|
|
2023
Q2 | $16.1M | Buy |
216,363
+4,878
| +2% | +$369K | 0.11% | 96 |
|
|
2023
Q1 | $16.3M | Buy |
211,485
+95,322
| +82% | +$7.33M | 0.16% | 80 |
|
|
2022
Q4 | $9.71M | Buy |
116,163
+23,822
| +26% | +$1.92M | 0.12% | 97 |
|
|
2022
Q3 | $7.24M | Buy |
92,341
+43,759
| +90% | +$3.71M | 0.09% | 113 |
|
|
2022
Q2 | $3.76M | Sell |
48,582
-4,385
| -8% | -$334K | 0.05% | 153 |
|
|
2022
Q1 | $4.49M | Sell |
52,967
-2,904
| -5% | -$233K | 0.05% | 158 |
|
|
2021
Q4 | $5.22M | Sell |
55,871
-3,190
| -5% | -$276K | 0.06% | 161 |
|
|
2021
Q3 | $4.64M | Buy |
59,061
+11,550
| +24% | +$932K | 0.06% | 164 |
|
|
2021
Q2 | $3.48M | Buy |
47,511
+2,607
| +6% | +$196K | 0.05% | 191 |
|
|
2021
Q1 | $3.4M | Buy |
44,904
+4,843
| +12% | +$378K | 0.06% | 171 |
|
|
2020
Q4 | $3.09M | Sell |
40,061
-19,795
| -33% | -$1.48M | 0.06% | 165 |
|
|
2020
Q3 | $4.15M | Buy |
59,856
+7,828
| +15% | +$540K | 0.11% | 110 |
|
|
2020
Q2 | $3.12M | Buy |
52,028
+14,624
| +39% | +$875K | 0.09% | 123 |
|
|
2020
Q1 | $2.25M | Buy |
37,404
+1,268
| +4% | +$79.7K | 0.1% | 128 |
|
|
2019
Q4 | $2.19M | Buy |
36,136
+1,564
| +5% | +$91.3K | 0.09% | 133 |
|
|
2019
Q3 | $2.01M | Buy |
34,572
+1,752
| +5% | +$94.8K | 0.1% | 121 |
|
|
2019
Q2 | $1.68M | Buy |
32,820
+1,524
| +5% | +$75K | 0.1% | 128 |
|
|
2019
Q1 | $1.51M | Buy |
31,296
+304
| +1% | +$13.9K | 0.1% | 128 |
|
|
2018
Q4 | $1.35M | Buy |
30,992
+9,736
| +46% | +$426K | 0.13% | 100 |
|
|
2018
Q3 | $890K | Buy |
21,256
+400
| +2% | +$17K | 0.09% | 139 |
|
|
2018
Q2 | $870K | Sell |
20,856
-60
| -0.3% | -$2.42K | 0.1% | 129 |
|
|
2018
Q1 | $854K | Buy |
20,916
+1,968
| +10% | +$75.9K | 0.12% | 116 |
|
|
2017
Q4 | $739K | Buy |
18,948
+340
| +2% | +$13.1K | 0.11% | 107 |
|
|
2017
Q3 | $721K | Sell |
18,608
-10,020
| -35% | -$367K | 0.12% | 106 |
|
|
2017
Q2 | $1M | Buy |
28,628
+104
| +0.4% | +$3.56K | 0.21% | 63 |
|
|
2017
Q1 | $962K | Sell |
28,524
-40
| -0.1% | -$1.26K | 0.27% | 57 |
|
|
2016
Q4 | $853K | Sell |
28,564
-3,780
| -12% | -$113K | 0.21% | 48 |
|
|
2016
Q3 | $989K | Buy |
32,344
+184
| +0.6% | +$5.8K | 0.3% | 32 |
|
|
2016
Q2 | $1.05M | Buy |
+32,160
| New | +$966K | 0.32% | 29 |
|
Other funds holding NEE
VCM
VPM
Lido Advisors's NEE Position: Q1 2026 in Review
Lido Advisors increased its NextEra Energy (NEE) stake by 16% in Q1 2026, buying an estimated $4.15M and bringing the position to 331,023 shares worth $30.7M. The position accounts for 0.09% of the portfolio, ranked #145.
Lido Advisors first reported a position in NEE in Q2 2016 and has held it in 40 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Lido Advisors held 331,023 shares of NextEra Energy worth $30.7M as of Q1 2026.
- Lido Advisors bought 46,666 NextEra Energy shares in Q1 2026, an estimated $4.15M.
- NextEra Energy made up 0.09% of Lido Advisors's portfolio in Q1 2026, its #145 holding.
- Lido Advisors first reported a position in NextEra Energy in Q2 2016 and has held it in 40 quarters since.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.