Lido Advisors’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 | $17.9M | Buy |
258,466
+65,913
| +34% | +$4.58M | 0.07% | 162 |
|
|
2025
Q1 | $13.7M | Buy |
192,553
+14,476
| +8% | +$1.03M | 0.06% | 189 |
|
|
2024
Q4 | $12.8M | Buy |
178,077
+595
| +0.3% | +$42.7K | 0.06% | 174 |
|
|
2024
Q3 | $15M | Buy |
177,482
+24,304
| +16% | +$2.05M | 0.07% | 135 |
|
|
2024
Q2 | $10.8M | Buy |
153,178
+5,121
| +3% | +$363K | 0.06% | 160 |
|
|
2024
Q1 | $9.46M | Buy |
148,057
+8,365
| +6% | +$535K | 0.06% | 171 |
|
|
2023
Q4 | $8.48M | Sell |
139,692
-45,200
| -24% | -$2.75M | 0.06% | 179 |
|
|
2023
Q3 | $10.6M | Sell |
184,892
-31,471
| -15% | -$1.8M | 0.08% | 124 |
|
|
2023
Q2 | $16.1M | Buy |
216,363
+4,878
| +2% | +$362K | 0.11% | 90 |
|
|
2023
Q1 | $16.3M | Buy |
211,485
+95,322
| +82% | +$7.35M | 0.16% | 76 |
|
|
2022
Q4 | $9.71M | Buy |
116,163
+23,822
| +26% | +$1.99M | 0.12% | 91 |
|
|
2022
Q3 | $7.24M | Buy |
92,341
+43,759
| +90% | +$3.43M | 0.09% | 105 |
|
|
2022
Q2 | $3.76M | Sell |
48,582
-4,385
| -8% | -$340K | 0.05% | 140 |
|
|
2022
Q1 | $4.49M | Sell |
52,967
-2,904
| -5% | -$246K | 0.05% | 144 |
|
|
2021
Q4 | $5.22M | Sell |
55,871
-3,190
| -5% | -$298K | 0.06% | 148 |
|
|
2021
Q3 | $4.64M | Buy |
59,061
+11,550
| +24% | +$907K | 0.06% | 147 |
|
|
2021
Q2 | $3.48M | Buy |
47,511
+2,607
| +6% | +$191K | 0.05% | 167 |
|
|
2021
Q1 | $3.4M | Buy |
44,904
+4,843
| +12% | +$366K | 0.06% | 153 |
|
|
2020
Q4 | $3.09M | Sell |
40,061
-19,795
| -33% | -$1.53M | 0.06% | 150 |
|
|
2020
Q3 | $4.15M | Buy |
59,856
+7,828
| +15% | +$543K | 0.11% | 99 |
|
|
2020
Q2 | $3.12M | Buy |
52,028
+14,624
| +39% | +$878K | 0.09% | 113 |
|
|
2020
Q1 | $2.25M | Buy |
37,404
+1,268
| +4% | +$76.3K | 0.1% | 114 |
|
|
2019
Q4 | $2.19M | Buy |
36,136
+1,564
| +5% | +$94.7K | 0.09% | 116 |
|
|
2019
Q3 | $2.01M | Buy |
34,572
+1,752
| +5% | +$102K | 0.1% | 104 |
|
|
2019
Q2 | $1.68M | Buy |
32,820
+1,524
| +5% | +$78K | 0.1% | 114 |
|
|
2019
Q1 | $1.51M | Buy |
31,296
+304
| +1% | +$14.7K | 0.1% | 116 |
|
|
2018
Q4 | $1.35M | Buy |
30,992
+9,736
| +46% | +$423K | 0.13% | 92 |
|
|
2018
Q3 | $890K | Buy |
21,256
+400
| +2% | +$16.7K | 0.09% | 130 |
|
|
2018
Q2 | $870K | Sell |
20,856
-60
| -0.3% | -$2.5K | 0.1% | 121 |
|
|
2018
Q1 | $854K | Buy |
20,916
+1,968
| +10% | +$80.4K | 0.12% | 108 |
|
|
2017
Q4 | $739K | Buy |
18,948
+340
| +2% | +$13.3K | 0.11% | 101 |
|
|
2017
Q3 | $721K | Sell |
18,608
-10,020
| -35% | -$388K | 0.12% | 100 |
|
|
2017
Q2 | $1M | Buy |
28,628
+104
| +0.4% | +$3.64K | 0.21% | 63 |
|
|
2017
Q1 | $962K | Sell |
28,524
-40
| -0.1% | -$1.35K | 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% | +$5.63K | 0.3% | 32 |
|
|
2016
Q2 | $1.05M | Buy |
+32,160
| New | +$1.05M | 0.32% | 29 |
|