WBC
West Branch Capital’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.6K | Sell |
974
-524
| -35% | -$36.4K | 0.02% | 130 |
|
|
2025
Q1 | $106K | Buy |
1,498
+124
| +9% | +$8.79K | 0.04% | 112 |
|
|
2024
Q4 | $98.5K | Hold |
1,374
| – | – | 0.03% | 117 |
|
|
2024
Q3 | $116K | Sell |
1,374
-396
| -22% | -$33.5K | 0.04% | 106 |
|
|
2024
Q2 | $125K | Hold |
1,770
| – | – | 0.05% | 106 |
|
|
2024
Q1 | $113K | Hold |
1,770
| – | – | 0.05% | 117 |
|
|
2023
Q4 | $108K | Sell |
1,770
-232
| -12% | -$14.1K | 0.05% | 114 |
|
|
2023
Q3 | $115K | Sell |
2,002
-2
| -0.1% | -$115 | 0.06% | 102 |
|
|
2023
Q2 | $149K | Hold |
2,004
| – | – | 0.07% | 91 |
|
|
2023
Q1 | $154K | Hold |
2,004
| – | – | 0.09% | 88 |
|
|
2022
Q4 | $168K | Buy |
2,004
+400
| +25% | +$33.4K | 0.1% | 83 |
|
|
2022
Q3 | $126K | Buy |
1,604
+50
| +3% | +$3.93K | 0.08% | 99 |
|
|
2022
Q2 | $120K | Hold |
1,554
| – | – | 0.07% | 103 |
|
|
2022
Q1 | $132K | Hold |
1,554
| – | – | 0.06% | 109 |
|
|
2021
Q4 | $145K | Buy |
1,554
+2
| +0.1% | +$187 | 0.06% | 114 |
|
|
2021
Q3 | $122K | Hold |
1,552
| – | – | 0.06% | 118 |
|
|
2021
Q2 | $114K | Buy |
+1,552
| New | +$114K | 0.06% | 129 |
|