WBH Advisory’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 | $910K | Sell |
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|
2025
Q2 | $842K | Buy |
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|
2025
Q1 | $860K | Buy |
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|
2024
Q4 | $849K | Buy |
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|
2024
Q3 | $956K | Buy |
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|
2024
Q2 | $800K | Sell |
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|
2024
Q1 | $727K | Sell |
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|
2023
Q4 | $706K | Sell |
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|
2023
Q3 | $790K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q3 | $1.22M | Sell |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $1.23M | Sell |
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|
2020
Q4 | $1.38M | Sell |
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|
2020
Q3 | $1.15M | Sell |
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|
2020
Q2 | $1M | Buy |
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|
2020
Q1 | $947 | Sell |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $1.1M | Sell |
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|
2019
Q2 | $1.01M | Sell |
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $911 | Sell |
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|
2018
Q3 | $898K | Buy |
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|
2018
Q2 | $895K | Buy |
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|
2018
Q1 | $846K | Sell |
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|
2017
Q4 | $821K | Sell |
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|
2017
Q3 | $773K | Sell |
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|
2017
Q2 | $743K | Sell |
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|
2017
Q1 | $698K | Buy |
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|
2016
Q4 | $643K | Sell |
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|
2016
Q3 | $725K | Buy |
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|
2016
Q2 | $220K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $202 | Sell |
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|
2014
Q4 | $233K | Hold |
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|
2014
Q3 | $206K | Sell |
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|
2014
Q2 | $917K | Sell |
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|
2014
Q1 | $882K | Sell |
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|
2013
Q4 | $804K | Sell |
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|
2013
Q3 | $772K | Sell |
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|
2013
Q2 | $843K | Buy |
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