Lockheed Martin Investment Management’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 | $2.1M | Sell |
30,210
-1,980
| -6% | -$137K | 0.08% | 99 |
|
|
2025
Q1 | $2.28M | Sell |
32,190
-740
| -2% | -$52.5K | 0.09% | 97 |
|
|
2024
Q4 | $2.36M | Sell |
32,930
-410
| -1% | -$29.4K | 0.09% | 90 |
|
|
2024
Q3 | $2.82M | Sell |
33,340
-59,820
| -64% | -$5.06M | 0.13% | 82 |
|
|
2024
Q2 | $6.6M | Sell |
93,160
-41,730
| -31% | -$2.95M | 0.38% | 55 |
|
|
2024
Q1 | $9.23M | Sell |
134,890
-17,180
| -11% | -$1.18M | 0.67% | 36 |
|
|
2023
Q4 | $10.1M | Sell |
152,070
-45,300
| -23% | -$3.01M | 0.72% | 36 |
|
|
2023
Q3 | $12.9M | Sell |
197,370
-90,820
| -32% | -$5.92M | 0.99% | 25 |
|
|
2023
Q2 | $21.4M | Buy |
288,190
+174,490
| +153% | +$12.9M | 1.23% | 18 |
|
|
2023
Q1 | $8.76M | Hold |
113,700
| – | – | 0.5% | 44 |
|
|
2022
Q4 | $9.51M | Buy |
113,700
+5,100
| +5% | +$426K | 0.63% | 45 |
|
|
2022
Q3 | $8.52M | Sell |
108,600
-21,200
| -16% | -$1.66M | 0.68% | 47 |
|
|
2022
Q2 | $10.1M | Sell |
129,800
-49,300
| -28% | -$3.82M | 0.68% | 41 |
|
|
2022
Q1 | $15.2M | Sell |
179,100
-32,200
| -15% | -$2.73M | 0.84% | 32 |
|
|
2021
Q4 | $19.7M | Buy |
+211,300
| New | +$19.7M | 1.06% | 21 |
|
|
2021
Q1 | – | Sell |
-104,960
| Closed | -$8.1M | – | 86 |
|
|
2020
Q4 | $8.1M | Hold |
104,960
| – | – | 0.42% | 53 |
|
|
2020
Q3 | $7.28M | Sell |
104,960
-11,040
| -10% | -$766K | 0.45% | 45 |
|
|
2020
Q2 | $6.96M | Buy |
+116,000
| New | +$6.96M | 0.46% | 47 |
|
|
2018
Q2 | – | Sell |
-12,000
| Closed | -$490K | – | 117 |
|
|
2018
Q1 | $490K | Sell |
12,000
-4,000
| -25% | -$163K | 0.02% | 113 |
|
|
2017
Q4 | $625K | Hold |
16,000
| – | – | 0.03% | 115 |
|
|
2017
Q3 | $586K | Hold |
16,000
| – | – | 0.03% | 123 |
|
|
2017
Q2 | $561K | Buy |
+16,000
| New | +$561K | 0.03% | 129 |
|