LVW Advisors’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
Q3 | $1.23M | Buy |
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|
2025
Q2 | $928K | Buy |
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|
2025
Q1 | $787K | Buy |
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|
2024
Q4 | $517K | Buy |
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|
2024
Q3 | $205K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $992K | Sell |
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|
2023
Q2 | $2.72M | Sell |
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|
2023
Q1 | $3.02M | Buy |
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|
2022
Q4 | $3.14M | Sell |
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|
2022
Q3 | $2.95M | Buy |
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|
2022
Q2 | $2.86M | Buy |
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|
2022
Q1 | $2.97M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $257K | Sell |
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|
2016
Q3 | $265K | Hold |
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|
2016
Q2 | $282K | Sell |
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|
2016
Q1 | $293K | Sell |
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|
2015
Q4 | $311K | Sell |
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|
2015
Q3 | $390K | Sell |
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|
2015
Q2 | $404K | Sell |
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|
2015
Q1 | $431K | Sell |
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|
2014
Q4 | $443K | Buy |
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