LMR 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 | $140K | Buy |
+2,013
| New | +$140K | ﹤0.01% | 630 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1047 |
|
|
2024
Q4 | – | Sell |
-6,076
| Closed | -$514K | – | 959 |
|
|
2024
Q3 | $514K | Sell |
6,076
-2,924
| -32% | -$247K | ﹤0.01% | 390 |
|
|
2024
Q2 | $637K | Buy |
+9,000
| New | +$637K | 0.01% | 371 |
|
|
2022
Q2 | – | Sell |
-9,775
| Closed | -$828K | – | 1398 |
|
|
2022
Q1 | $828K | Buy |
+9,775
| New | +$828K | 0.01% | 868 |
|
|
2021
Q4 | – | Sell |
-5,301
| Closed | -$416K | – | 1222 |
|
|
2021
Q3 | $416K | Buy |
+5,301
| New | +$416K | ﹤0.01% | 823 |
|
|
2020
Q1 | – | Sell |
-37,596
| Closed | -$2.28K | – | 377 |
|
|
2019
Q4 | $2.28K | Buy |
37,596
+28,736
| +324% | +$1.74K | ﹤0.01% | 119 |
|
|
2019
Q3 | $516K | Buy |
+8,860
| New | +$516K | 0.03% | 261 |
|
|
2019
Q2 | – | Sell |
-33,356
| Closed | -$1.61M | – | 535 |
|
|
2019
Q1 | $1.61M | Sell |
33,356
-11,504
| -26% | -$556K | 0.08% | 131 |
|
|
2018
Q4 | $1.95M | Buy |
+44,860
| New | +$1.95M | 0.1% | 116 |
|
|
2018
Q2 | – | Sell |
-44,620
| Closed | -$1.74M | – | 555 |
|
|
2018
Q1 | $1.74M | Hold |
44,620
| – | – | 0.18% | 111 |
|
|
2017
Q4 | $1.74M | Buy |
+44,620
| New | +$1.74M | 0.18% | 111 |
|
|
2017
Q3 | – | Sell |
-32,380
| Closed | -$1.14M | – | 477 |
|
|
2017
Q2 | $1.14M | Buy |
+32,380
| New | +$1.14M | 0.07% | 282 |
|
|
2017
Q1 | – | Sell |
-44,772
| Closed | -$1.34M | – | 440 |
|
|
2016
Q4 | $1.34M | Buy |
44,772
+27,304
| +156% | +$815K | 0.21% | 111 |
|
|
2016
Q3 | $534K | Buy |
+17,468
| New | +$534K | 0.05% | 260 |
|
|
2016
Q2 | – | Sell |
-62,876
| Closed | -$1.86K | – | 555 |
|
|
2016
Q1 | $1.86K | Buy |
+62,876
| New | +$1.86K | 0.2% | 91 |
|
|
2014
Q3 | – | Sell |
-190,832
| Closed | -$4.89M | – | 435 |
|
|
2014
Q2 | $4.89M | Buy |
+190,832
| New | +$4.89M | 0.41% | 54 |
|