Waterloo Capital’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
$2.56M Buy
2025
Q2
$2.25M Buy
2025
Q1
$2.1M Buy
2024
Q4
$1.62M Buy
2024
Q3
$1.82M Buy
2024
Q2
$949K Buy
2024
Q1
$776K Buy
2023
Q4
$487K Buy
2023
Q3
Sell
2023
Q2
$202K Sell
2023
Q1
$228K Buy
2020
Q1
$254K Buy