Live Oak Investment Partners’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 | $210K | Hold |
3,021
| – | – | 0.16% | 78 |
|
|
2025
Q1 | $214K | Buy |
+3,021
| New | +$214K | 0.17% | 84 |
|
|
2024
Q4 | – | Hold |
0
| – | -$255K | – | 79 |
|
|
2024
Q3 | – | Hold |
0
| – | -$208K | – | 76 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 79 |
|
|
2023
Q4 | – | Hold |
0
| – | -$131K | – | 95 |
|
|
2023
Q3 | – | Hold |
0
| – | -$169K | – | 95 |
|
|
2023
Q2 | – | Hold |
0
| – | -$176K | – | 92 |
|
|
2023
Q1 | – | Hold |
0
| – | -$191K | – | 93 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 92 |
|