LPL Financial’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256M | Buy |
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|
2025
Q1 | $239M | Buy |
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|
2024
Q4 | $222M | Buy |
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|
2024
Q3 | $251M | Buy |
|
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|
2024
Q2 | $200M | Buy |
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|
2024
Q1 | $170M | Buy |
|
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|
2023
Q4 | $146M | Sell |
|
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|
2023
Q3 | $139M | Buy |
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|
2023
Q2 | $149M | Buy |
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|
2023
Q1 | $147M | Buy |
|
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|
2022
Q4 | $156M | Buy |
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|
2022
Q3 | $142M | Buy |
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|
2022
Q2 | $129M | Buy |
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|
2022
Q1 | $121M | Buy |
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|
2021
Q4 | $127M | Buy |
|
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|
2021
Q3 | $101M | Buy |
|
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|
2021
Q2 | $88.6M | Buy |
|
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|
2021
Q1 | $84.9M | Buy |
|
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|
2020
Q4 | $78.6M | Buy |
|
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|
2020
Q3 | $58.4M | Buy |
|
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|
2020
Q2 | $45.6M | Sell |
|
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|
2020
Q1 | $49.8M | Buy |
|
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|
2019
Q4 | $49.6M | Buy |
|
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|
2019
Q3 | $45.7M | Buy |
|
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|
2019
Q2 | $36.3M | Buy |
|
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|
2019
Q1 | $28.6M | Buy |
|
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|
2018
Q4 | $25M | Buy |
|
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|
2018
Q3 | $21.3M | Buy |
|
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|
2018
Q2 | $19.6M | Sell |
|
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|
2018
Q1 | $19.8M | Buy |
|
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|
2017
Q4 | $14.4M | Buy |
|
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|
2017
Q3 | $10.8M | Buy |
|
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|
2017
Q2 | $10.2M | Buy |
|
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|
2017
Q1 | $3.59M | Sell |
|
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|
2016
Q4 | $3.94M | Sell |
|
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|
2016
Q3 | $4.31M | Sell |
|
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|
2016
Q2 | $5.06M | Sell |
|
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|
2016
Q1 | $11.8M | Sell |
|
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|
2015
Q4 | $10.7M | Buy |
|
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|
2015
Q3 | $8.29M | Sell |
|
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|
2015
Q2 | $8.48M | Sell |
|
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|
2015
Q1 | $8.93M | Sell |
|
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|
2014
Q4 | $9.74M | Sell |
|
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|
2014
Q3 | $8.67M | Sell |
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|
2014
Q2 | $10M | Sell |
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|
2014
Q1 | $10.1M | Buy |
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|
2013
Q4 | $8.49M | Sell |
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|
2013
Q3 | $8.06M | Buy |
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|
2013
Q2 | $7.74M | Buy |
|