LVM Capital 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 | $1.54M | Hold |
22,192
| – | – | 0.16% | 63 |
|
|
2025
Q1 | $1.57M | Hold |
22,192
| – | – | 0.18% | 63 |
|
|
2024
Q4 | $1.59M | Buy |
22,192
+228
| +1% | +$16.3K | 0.17% | 59 |
|
|
2024
Q3 | $1.56M | Hold |
21,964
| – | – | 0.18% | 60 |
|
|
2024
Q2 | $1.56M | Sell |
21,964
-12,775
| -37% | -$904K | 0.18% | 60 |
|
|
2024
Q1 | $2.22M | Buy |
34,739
+11,102
| +47% | +$709K | 0.26% | 51 |
|
|
2023
Q4 | $1.44M | Buy |
23,637
+124
| +0.5% | +$7.53K | 0.18% | 60 |
|
|
2023
Q3 | $1.35M | Sell |
23,513
-500
| -2% | -$28.6K | 0.19% | 62 |
|
|
2023
Q2 | $1.78M | Hold |
24,013
| – | – | 0.24% | 54 |
|
|
2023
Q1 | $1.85M | Sell |
24,013
-8
| -0% | -$617 | 0.26% | 54 |
|
|
2022
Q4 | $2.01M | Sell |
24,021
-800
| -3% | -$66.9K | 0.29% | 54 |
|
|
2022
Q3 | $1.95M | Hold |
24,821
| – | – | 0.3% | 54 |
|
|
2022
Q2 | $1.92M | Buy |
24,821
+300
| +1% | +$23.2K | 0.28% | 53 |
|
|
2022
Q1 | $2.08M | Buy |
24,521
+208
| +0.9% | +$17.6K | 0.27% | 54 |
|
|
2021
Q4 | $2.27M | Hold |
24,313
| – | – | 0.3% | 51 |
|
|
2021
Q3 | $1.91M | Buy |
24,313
+125
| +0.5% | +$9.82K | 0.29% | 53 |
|
|
2021
Q2 | $1.77M | Buy |
24,188
+1,050
| +5% | +$76.9K | 0.27% | 53 |
|
|
2021
Q1 | $1.75M | Hold |
23,138
| – | – | 0.28% | 53 |
|
|
2020
Q4 | $1.79M | Sell |
23,138
-150
| -0.6% | -$11.6K | 0.3% | 48 |
|
|
2020
Q3 | $1.62M | Sell |
23,288
-200
| -0.9% | -$13.9K | 0.31% | 46 |
|
|
2020
Q2 | $1.41M | Sell |
23,488
-1,424
| -6% | -$85.5K | 0.29% | 48 |
|
|
2020
Q1 | $1.5M | Hold |
24,912
| – | – | 0.37% | 44 |
|
|
2019
Q4 | $1.51M | Buy |
24,912
+72
| +0.3% | +$4.36K | 0.3% | 46 |
|
|
2019
Q3 | $1.45M | Buy |
24,840
+400
| +2% | +$23.3K | 0.31% | 45 |
|
|
2019
Q2 | $1.25M | Sell |
24,440
-1,264
| -5% | -$64.8K | 0.29% | 48 |
|
|
2019
Q1 | $1.24M | Buy |
25,704
+200
| +0.8% | +$9.66K | 0.28% | 48 |
|
|
2018
Q4 | $1.11M | Buy |
25,504
+1,300
| +5% | +$56.5K | 0.29% | 48 |
|
|
2018
Q3 | $1.01M | Hold |
24,204
| – | – | 0.23% | 52 |
|
|
2018
Q2 | $1.01M | Hold |
24,204
| – | – | 0.24% | 51 |
|
|
2018
Q1 | $988K | Hold |
24,204
| – | – | 0.23% | 51 |
|
|
2017
Q4 | $945K | Sell |
24,204
-260
| -1% | -$10.2K | 0.21% | 51 |
|
|
2017
Q3 | $896K | Sell |
24,464
-5,136
| -17% | -$188K | 0.21% | 50 |
|
|
2017
Q2 | $1.04M | Hold |
29,600
| – | – | 0.26% | 46 |
|
|
2017
Q1 | $950K | Hold |
29,600
| – | – | 0.24% | 48 |
|
|
2016
Q4 | $884K | Sell |
29,600
-2,000
| -6% | -$59.7K | 0.24% | 47 |
|
|
2016
Q3 | $810K | Buy |
31,600
+1,600
| +5% | +$41K | 0.26% | 51 |
|
|
2016
Q2 | $978K | Hold |
30,000
| – | – | 0.28% | 45 |
|
|
2016
Q1 | $888K | Hold |
30,000
| – | – | 0.28% | 47 |
|
|
2015
Q4 | $779K | Hold |
30,000
| – | – | 0.28% | 48 |
|
|
2015
Q3 | $732K | Hold |
30,000
| – | – | 0.26% | 48 |
|
|
2015
Q2 | $735K | Hold |
30,000
| – | – | 0.24% | 49 |
|
|
2015
Q1 | $780K | Sell |
30,000
-1,200
| -4% | -$31.2K | 0.26% | 48 |
|
|
2014
Q4 | $829K | Sell |
31,200
-400
| -1% | -$10.6K | 0.28% | 49 |
|
|
2014
Q3 | $742K | Hold |
31,600
| – | – | 0.24% | 53 |
|
|
2014
Q2 | $810K | Sell |
31,600
-1,172
| -4% | -$30K | 0.26% | 51 |
|
|
2014
Q1 | $783K | Buy |
32,772
+772
| +2% | +$18.4K | 0.27% | 52 |
|
|
2013
Q4 | $685K | Hold |
32,000
| – | – | 0.24% | 54 |
|
|
2013
Q3 | $641K | Hold |
32,000
| – | – | 0.24% | 53 |
|
|
2013
Q2 | $652K | Buy |
+32,000
| New | +$652K | 0.26% | 52 |
|