Oliver Lagore Vanvalin Investment Group’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 | $1.45M | Buy |
+20,412
| New | +$1.45M | 0.57% | 43 |
|
2024
Q4 | $1.69M | Buy |
23,515
+563
| +2% | +$40.4K | 0.43% | 43 |
|
2024
Q3 | $1.94M | Buy |
22,952
+1,428
| +7% | +$121K | 0.52% | 39 |
|
2024
Q2 | $1.52M | Sell |
21,524
-4,822
| -18% | -$341K | 0.44% | 45 |
|
2024
Q1 | $1.68M | Buy |
26,346
+9,277
| +54% | +$593K | 0.49% | 39 |
|
2023
Q4 | $1.04M | Sell |
17,069
-1,319
| -7% | -$80.1K | 0.39% | 49 |
|
2023
Q3 | $1.05M | Buy |
18,388
+1,047
| +6% | +$60K | 0.42% | 39 |
|
2023
Q2 | $1.29M | Buy |
17,341
+299
| +2% | +$22.2K | 0.47% | 37 |
|
2023
Q1 | $1.31M | Buy |
17,042
+1,574
| +10% | +$121K | 0.56% | 21 |
|
2022
Q4 | $1.29M | Sell |
15,468
-3,315
| -18% | -$277K | 0.73% | 28 |
|
2022
Q3 | $1.47M | Sell |
18,783
-329
| -2% | -$25.8K | 0.95% | 20 |
|
2022
Q2 | $1.48M | Sell |
19,112
-21
| -0.1% | -$1.63K | 0.86% | 22 |
|
2022
Q1 | $1.62M | Sell |
19,133
-134,457
| -88% | -$11.4M | 1.09% | 19 |
|
2021
Q4 | $14.3M | Buy |
+153,590
| New | +$14.3M | 1.03% | 17 |
|