Oliver Lagore Vanvalin Investment Group’s NextEra Energy NEE Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.45M	Buy	+20,412	New	+$1.42M	0.57%	43
2024 Q4	$1.69M	Buy	23,515 +563	+2%	+$43.7K	0.43%	43
2024 Q3	$1.94M	Buy	22,952 +1,428	+7%	+$111K	0.52%	39
2024 Q2	$1.52M	Sell	21,524 -4,822	-18%	-$342K	0.44%	45
2024 Q1	$1.68M	Buy	26,346 +9,277	+54%	+$543K	0.49%	40
2023 Q4	$1.04M	Sell	17,069 -1,319	-7%	-$75.2K	0.39%	49
2023 Q3	$1.05M	Buy	18,388 +1,047	+6%	+$72.5K	0.42%	39
2023 Q2	$1.29M	Buy	17,341 +299	+2%	+$22.6K	0.47%	38
2023 Q1	$1.31M	Buy	17,042 +1,574	+10%	+$121K	0.56%	22
2022 Q4	$1.29M	Sell	15,468 -3,315	-18%	-$268K	0.73%	29
2022 Q3	$1.47M	Sell	18,783 -329	-2%	-$27.9K	0.95%	20
2022 Q2	$1.48M	Sell	19,112 -21	-0.1%	-$1.6K	0.86%	22
2022 Q1	$1.62M	Sell	19,133 -134,457	-88%	-$10.8M	1.09%	19
2021 Q4	$14.3M	Buy	+153,590	New	+$13.3M	1.03%	17

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's NEE Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in NextEra Energy (NEE) in Q2 2025: 20,412 shares worth $1.45M. The stake represents 0.57% of the portfolio and ranks #43 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in NEE as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in NEE in Q4 2021 and has held it in 14 quarters since. The position peaked at $14.3M in Q4 2021. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 20,412 shares of NextEra Energy worth $1.45M as of Q2 2025.
NextEra Energy was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
NextEra Energy made up 0.57% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #43 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in NextEra Energy in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's NextEra Energy position peaked at $14.3M in Q4 2021.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.