VFM

Viking Fund Management’s NextEra Energy, Inc. NEE Stock Holding History

Viking Fund Management’s Portfolio NEE Stock Details NEE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$29.5M	Sell	425,000 -70,000	-14%	-$4.86M	4.05%	2
2025 Q1	$35.1M	Buy	495,000 +200,000	+68%	+$14.2M	5.06%	1
2024 Q4	$21.1M	Buy	295,000 +27,000	+10%	+$1.94M	3.29%	2
2024 Q3	$22.7M	Hold	268,000	–	–	3.68%	3
2024 Q2	$19M	Sell	268,000 -12,000	-4%	-$850K	3.4%	3
2024 Q1	$17.9M	Buy	280,000 +42,000	+18%	+$2.68M	3.24%	3
2023 Q4	$14.5M	Buy	238,000 +123,000	+107%	+$7.47M	2.81%	3
2023 Q3	$6.59M	Buy	115,000 +30,000	+35%	+$1.72M	1.33%	25
2023 Q2	$6.31M	Hold	85,000	–	–	1.19%	29
2023 Q1	$6.55M	Sell	85,000 -20,000	-19%	-$1.54M	1.26%	23
2022 Q4	$8.78M	Sell	105,000 -10,000	-9%	-$836K	1.74%	11
2022 Q3	$9.02M	Sell	115,000 -6,000	-5%	-$470K	2.13%	8
2022 Q2	$9.37M	Buy	121,000 +19,000	+19%	+$1.47M	2.17%	7
2022 Q1	$8.64M	Buy	102,000 +3,000	+3%	+$254K	1.97%	9
2021 Q4	$9.24M	Hold	99,000	–	–	2.43%	7
2021 Q3	$7.77M	Hold	99,000	–	–	2.25%	8
2021 Q2	$7.26M	Buy	99,000 +9,000	+10%	+$660K	2.07%	7
2021 Q1	$6.81M	Buy	90,000 +68,000	+309%	+$5.14M	2.03%	8
2020 Q4	$1.7M	Buy	+22,000	New	+$1.7M	0.55%	65
2020 Q2	–	Sell	-3,000	Closed	-$722K	–	127
2020 Q1	$722K	Sell	3,000 -7,500	-71%	-$1.81M	0.32%	81
2019 Q4	$2.54M	Sell	10,500 -1,000	-9%	-$242K	0.71%	51
2019 Q3	$2.68M	Sell	11,500 -3,000	-21%	-$699K	0.77%	50
2019 Q2	$2.97M	Sell	14,500 -3,500	-19%	-$717K	0.79%	45
2019 Q1	$3.48M	Hold	18,000	–	–	0.87%	44
2018 Q4	$3.13M	Hold	18,000	–	–	0.87%	43
2018 Q3	$3.02M	Buy	18,000 +7,000	+64%	+$1.17M	0.62%	53
2018 Q2	$1.84M	Buy	11,000 +3,000	+38%	+$501K	0.35%	71
2018 Q1	$1.31M	Buy	+8,000	New	+$1.31M	0.25%	83
2017 Q2	–	Sell	-4,800	Closed	-$616K	–	134
2017 Q1	$616K	Sell	4,800 -1,700	-26%	-$218K	0.08%	112
2016 Q4	$776K	Buy	+6,500	New	+$776K	0.1%	98