West Branch 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
Q2 | $67.6K | Sell |
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|
2025
Q1 | $106K | Buy |
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|
2024
Q4 | $98.5K | Hold |
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|
2024
Q3 | $116K | Sell |
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|
2024
Q2 | $125K | Hold |
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|
2024
Q1 | $113K | Hold |
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|
2023
Q4 | $108K | Sell |
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|
2023
Q3 | $115K | Sell |
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|
2023
Q2 | $149K | Hold |
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|
2023
Q1 | $154K | Hold |
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|
2022
Q4 | $168K | Buy |
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|
2022
Q3 | $126K | Buy |
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|
2022
Q2 | $120K | Hold |
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|
2022
Q1 | $132K | Hold |
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|
2021
Q4 | $145K | Buy |
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|
2021
Q3 | $122K | Hold |
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|
2021
Q2 | $114K | Buy |
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