LIA
LS Investment Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Buy |
55,245
+2,092
| +4% | +$145K | 0.56% | 41 |
|
|
2025
Q1 | $3.77M | Sell |
53,153
-1,795
| -3% | -$127K | 0.58% | 39 |
|
|
2024
Q4 | $3.94M | Buy |
54,948
+421
| +0.8% | +$30.2K | 0.58% | 39 |
|
|
2024
Q3 | $4.61M | Sell |
54,527
-2,774
| -5% | -$234K | 0.68% | 40 |
|
|
2024
Q2 | $4.06M | Buy |
57,301
+838
| +1% | +$59.3K | 0.63% | 39 |
|
|
2024
Q1 | $3.61M | Buy |
56,463
+1,897
| +3% | +$121K | 0.57% | 42 |
|
|
2023
Q4 | $3.31M | Sell |
54,566
-18,175
| -25% | -$1.1M | 0.57% | 44 |
|
|
2023
Q3 | $4.17M | Sell |
72,741
-20,013
| -22% | -$1.15M | 0.78% | 39 |
|
|
2023
Q2 | $6.88M | Buy |
92,754
+1,001
| +1% | +$74.3K | 1.21% | 33 |
|
|
2023
Q1 | $7.07M | Buy |
91,753
+81,809
| +823% | +$6.31M | 1.31% | 33 |
|
|
2022
Q4 | $831K | Buy |
9,944
+5,890
| +145% | +$492K | 0.16% | 73 |
|
|
2022
Q3 | $318K | Hold |
4,054
| – | – | 0.06% | 107 |
|
|
2022
Q2 | $327K | Hold |
4,054
| – | – | 0.06% | 108 |
|
|
2022
Q1 | $343K | Sell |
4,054
-122
| -3% | -$10.3K | 0.05% | 111 |
|
|
2021
Q4 | $390K | Sell |
4,176
-635
| -13% | -$59.3K | 0.06% | 107 |
|
|
2021
Q3 | $378K | Buy |
4,811
+450
| +10% | +$35.4K | 0.05% | 118 |
|
|
2021
Q2 | $320K | Sell |
4,361
-86,456
| -95% | -$6.34M | 0.04% | 130 |
|
|
2021
Q1 | $6.87M | Buy |
90,817
+33,622
| +59% | +$2.54M | 0.38% | 63 |
|
|
2020
Q4 | $4.41M | Buy |
57,195
+44,741
| +359% | +$3.45M | 0.23% | 111 |
|
|
2020
Q3 | $3.46M | Sell |
12,454
-434
| -3% | -$120K | 0.2% | 122 |
|
|
2020
Q2 | $3.1M | Sell |
12,888
-4,232
| -25% | -$1.02M | 0.19% | 124 |
|
|
2020
Q1 | $4.12M | Sell |
17,120
-1,513
| -8% | -$364K | 0.3% | 82 |
|
|
2019
Q4 | $4.51M | Sell |
18,633
-408
| -2% | -$98.8K | 0.24% | 104 |
|
|
2019
Q3 | $4.44M | Buy |
19,041
+49
| +0.3% | +$11.4K | 0.26% | 95 |
|
|
2019
Q2 | $3.89M | Buy |
18,992
+271
| +1% | +$55.5K | 0.24% | 100 |
|
|
2019
Q1 | $3.62M | Sell |
18,721
-187
| -1% | -$36.1K | 0.23% | 110 |
|
|
2018
Q4 | $3.29M | Sell |
18,908
-3,651
| -16% | -$635K | 0.23% | 101 |
|
|
2018
Q3 | $3.78M | Sell |
22,559
-230
| -1% | -$38.5K | 0.22% | 102 |
|
|
2018
Q2 | $3.81M | Sell |
22,789
-884
| -4% | -$148K | 0.23% | 90 |
|
|
2018
Q1 | $3.87M | Buy |
23,673
+845
| +4% | +$138K | 0.23% | 94 |
|
|
2017
Q4 | $3.57M | Buy |
22,828
+92
| +0.4% | +$14.4K | 0.21% | 102 |
|
|
2017
Q3 | $3.33M | Sell |
22,736
-962
| -4% | -$141K | 0.2% | 108 |
|
|
2017
Q2 | $3.32M | Sell |
23,698
-640
| -3% | -$89.7K | 0.2% | 100 |
|
|
2017
Q1 | $3.12M | Sell |
24,338
-1,095
| -4% | -$141K | 0.2% | 108 |
|
|
2016
Q4 | $3.04M | Buy |
25,433
+1,652
| +7% | +$197K | 0.21% | 91 |
|
|
2016
Q3 | $2.91M | Sell |
23,781
-853
| -3% | -$104K | 0.21% | 94 |
|
|
2016
Q2 | $3.21M | Buy |
24,634
+1,666
| +7% | +$217K | 0.22% | 98 |
|
|
2016
Q1 | $2.72M | Sell |
22,968
-461
| -2% | -$54.6K | 0.2% | 111 |
|
|
2015
Q4 | $2.43M | Buy |
23,429
+2,820
| +14% | +$293K | 0.19% | 113 |
|
|
2015
Q3 | $2.01M | Buy |
20,609
+8,996
| +77% | +$877K | 0.16% | 125 |
|
|
2015
Q2 | $1.14M | Sell |
11,613
-10,978
| -49% | -$1.08M | 0.08% | 213 |
|
|
2015
Q1 | $2.35M | Buy |
22,591
+2,400
| +12% | +$250K | 0.18% | 126 |
|
|
2014
Q4 | $2.15M | Buy |
20,191
+289
| +1% | +$30.7K | 0.17% | 126 |
|
|
2014
Q3 | $1.87M | Sell |
19,902
-404
| -2% | -$37.9K | 0.16% | 130 |
|
|
2014
Q2 | $2.08M | Sell |
20,306
-602
| -3% | -$61.7K | 0.18% | 121 |
|
|
2014
Q1 | $2M | Buy |
20,908
+1,195
| +6% | +$114K | 0.16% | 127 |
|
|
2013
Q4 | $1.69M | Buy |
19,713
+9,131
| +86% | +$782K | 0.15% | 122 |
|
|
2013
Q3 | $848K | Buy |
10,582
+1,908
| +22% | +$153K | 0.1% | 140 |
|
|
2013
Q2 | $707K | Buy |
+8,674
| New | +$707K | 0.09% | 137 |
|