NWAM LLC’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $903K | Buy |
9,723
+935
| +11% | +$83.1K | 0.05% | 310 |
|
|
2025
Q4 | $737K | Buy |
8,788
+1,197
| +16% | +$99.1K | 0.04% | 327 |
|
|
2025
Q3 | $618K | Sell |
7,591
-375
| -5% | -$27.4K | 0.03% | 371 |
|
|
2025
Q2 | $562K | Buy |
7,966
+2,753
| +53% | +$191K | 0.03% | 368 |
|
|
2025
Q1 | $370K | Sell |
5,213
-2,923
| -36% | -$206K | 0.03% | 372 |
|
|
2024
Q4 | $583K | Buy |
8,136
+570
| +8% | +$44.3K | 0.04% | 347 |
|
|
2024
Q3 | $640K | Buy |
7,566
+66
| +0.9% | +$5.15K | 0.04% | 334 |
|
|
2024
Q2 | $531K | Buy |
7,500
+2,397
| +47% | +$170K | 0.16% | 78 |
|
|
2024
Q1 | $364K | Sell |
5,103
-3,606
| -41% | -$211K | 0.03% | 396 |
|
|
2023
Q4 | $529K | Sell |
8,709
-782
| -8% | -$44.6K | 0.04% | 333 |
|
|
2023
Q3 | $544K | Sell |
9,491
-1,769
| -16% | -$122K | 0.06% | 280 |
|
|
2023
Q2 | $836K | Buy |
11,260
+2,414
| +27% | +$183K | 0.07% | 248 |
|
|
2023
Q1 | $682K | Sell |
8,846
-774
| -8% | -$59.5K | 0.07% | 227 |
|
|
2022
Q4 | $804K | Sell |
9,620
-118
| -1% | -$9.53K | 0.07% | 238 |
|
|
2022
Q3 | $764K | Buy |
9,738
+848
| +10% | +$71.9K | 0.07% | 235 |
|
|
2022
Q2 | $699K | Sell |
8,890
-23
| -0.3% | -$1.75K | 0.06% | 252 |
|
|
2022
Q1 | $755K | Buy |
8,913
+994
| +13% | +$79.7K | 0.06% | 262 |
|
|
2021
Q4 | $739K | Buy |
7,919
+1,204
| +18% | +$104K | 0.06% | 259 |
|
|
2021
Q3 | $527K | Buy |
6,715
+1,847
| +38% | +$149K | 0.05% | 311 |
|
|
2021
Q2 | $357K | Sell |
4,868
-1,309
| -21% | -$98.2K | 0.03% | 355 |
|
|
2021
Q1 | $467K | Sell |
6,177
-626
| -9% | -$48.9K | 0.05% | 311 |
|
|
2020
Q4 | $525K | Buy |
+6,803
| New | +$509K | 0.06% | 263 |
|
|
2020
Q3 | – | Sell |
-5,344
| Closed | -$321K | – | 364 |
|
|
2020
Q2 | $321K | Hold |
5,344
| – | – | 0.04% | 316 |
|
|
2020
Q1 | $321 | Hold |
5,344
| – | – | 0.01% | 293 |
|
|
2019
Q4 | $324K | Hold |
5,344
| – | – | 0.06% | 289 |
|
|
2019
Q3 | $311K | Buy |
5,344
+24
| +0.5% | +$1.3K | 0.06% | 273 |
|
|
2019
Q2 | $272K | Hold |
5,320
| – | – | 0.05% | 283 |
|
|
2019
Q1 | $257K | Sell |
5,320
-92
| -2% | -$4.21K | 0.06% | 287 |
|
|
2018
Q4 | $235K | Buy |
+5,412
| New | +$237K | 0.06% | 277 |
|
|
2018
Q2 | – | Sell |
-4,964
| Closed | -$203K | – | 360 |
|
|
2018
Q1 | $203K | Buy |
+4,964
| New | +$191K | 0.05% | 306 |
|
Other funds holding NEE
VCM
VPM
NWAM LLC's NEE Position: Q1 2026 in Review
NWAM LLC increased its NextEra Energy (NEE) stake by 11% in Q1 2026, buying an estimated $83.1K and bringing the position to 9,723 shares worth $903K. The position accounts for 0.05% of the portfolio, ranked #310.
NWAM LLC first reported a position in NEE in Q1 2018 and has held it in 30 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- NWAM LLC held 9,723 shares of NextEra Energy worth $903K as of Q1 2026.
- NWAM LLC bought 935 NextEra Energy shares in Q1 2026, an estimated $83.1K.
- NextEra Energy made up 0.05% of NWAM LLC's portfolio in Q1 2026, its #310 holding.
- NWAM LLC first reported a position in NextEra Energy in Q1 2018 and has held it in 30 quarters since.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.