West Coast Financial’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,366
| Closed | -$593K | – | 104 |
|
|
2025
Q1 | $593K | Buy |
8,366
+76
| +0.9% | +$5.39K | 0.07% | 95 |
|
|
2024
Q4 | $594K | Sell |
8,290
-1,031
| -11% | -$73.9K | 0.07% | 97 |
|
|
2024
Q3 | $788K | Sell |
9,321
-335
| -3% | -$28.3K | 0.09% | 89 |
|
|
2024
Q2 | $684K | Sell |
9,656
-304
| -3% | -$21.5K | 0.08% | 88 |
|
|
2024
Q1 | $637K | Sell |
9,960
-150
| -1% | -$9.59K | 0.08% | 89 |
|
|
2023
Q4 | $614K | Sell |
10,110
-759
| -7% | -$46.1K | 0.08% | 88 |
|
|
2023
Q3 | $623K | Sell |
10,869
-681
| -6% | -$39K | 0.09% | 86 |
|
|
2023
Q2 | $857K | Sell |
11,550
-934
| -7% | -$69.3K | 0.12% | 82 |
|
|
2023
Q1 | $962K | Sell |
12,484
-4,439
| -26% | -$342K | 0.15% | 77 |
|
|
2022
Q4 | $1.41M | Sell |
16,923
-1,414
| -8% | -$118K | 0.24% | 69 |
|
|
2022
Q3 | $1.44M | Sell |
18,337
-77
| -0.4% | -$6.04K | 0.26% | 64 |
|
|
2022
Q2 | $1.43M | Sell |
18,414
-81,898
| -82% | -$6.34M | 0.25% | 62 |
|
|
2022
Q1 | $8.5M | Buy |
100,312
+406
| +0.4% | +$34.4K | 1.31% | 25 |
|
|
2021
Q4 | $9.33M | Buy |
99,906
+182
| +0.2% | +$17K | 1.33% | 26 |
|
|
2021
Q3 | $7.83M | Buy |
99,724
+592
| +0.6% | +$46.5K | 1.26% | 28 |
|
|
2021
Q2 | $7.26M | Buy |
99,132
+597
| +0.6% | +$43.7K | 1.18% | 27 |
|
|
2021
Q1 | $7.45M | Sell |
98,535
-1,299
| -1% | -$98.2K | 1.29% | 25 |
|
|
2020
Q4 | $7.7M | Sell |
99,834
-1,394
| -1% | -$108K | 1.48% | 22 |
|
|
2020
Q3 | $7.02M | Sell |
101,228
-1,948
| -2% | -$135K | 1.59% | 20 |
|
|
2020
Q2 | $6.2M | Buy |
103,176
+1,684
| +2% | +$101K | 1.51% | 20 |
|
|
2020
Q1 | $6.11M | Buy |
101,492
+196
| +0.2% | +$11.8K | 1.62% | 24 |
|
|
2019
Q4 | $6.13M | Sell |
101,296
-224
| -0.2% | -$13.6K | 1.31% | 31 |
|
|
2019
Q3 | $5.91M | Buy |
101,520
+1,016
| +1% | +$59.2K | 1.34% | 31 |
|
|
2019
Q2 | $5.15M | Sell |
100,504
-3,444
| -3% | -$176K | 1.18% | 37 |
|
|
2019
Q1 | $5.02M | Buy |
103,948
+2,928
| +3% | +$142K | 1.19% | 31 |
|
|
2018
Q4 | $4.39M | Sell |
101,020
-3,320
| -3% | -$144K | 1.25% | 28 |
|
|
2018
Q3 | $4.37M | Buy |
104,340
+4,332
| +4% | +$182K | 1.01% | 35 |
|
|
2018
Q2 | $4.18M | Buy |
100,008
+1,744
| +2% | +$72.8K | 1.15% | 30 |
|
|
2018
Q1 | $4.01M | Sell |
98,264
-548
| -0.6% | -$22.4K | 1.15% | 31 |
|
|
2017
Q4 | $3.86M | Sell |
98,812
-316
| -0.3% | -$12.3K | 1.09% | 36 |
|
|
2017
Q3 | $3.63M | Buy |
99,128
+2,748
| +3% | +$101K | 0.99% | 38 |
|
|
2017
Q2 | $3.38M | Buy |
96,380
+3,404
| +4% | +$119K | 1.08% | 39 |
|
|
2017
Q1 | $2.98M | Sell |
92,976
-1,392
| -1% | -$44.7K | 0.95% | 41 |
|
|
2016
Q4 | $2.81M | Buy |
94,368
+1,152
| +1% | +$34.4K | 0.9% | 44 |
|
|
2016
Q3 | $2.85M | Sell |
93,216
-53,956
| -37% | -$1.65M | 0.92% | 40 |
|
|
2016
Q2 | $4.8M | Buy |
147,172
+1,116
| +0.8% | +$36.4K | 1.73% | 21 |
|
|
2016
Q1 | $4.32M | Buy |
146,056
+1,840
| +1% | +$54.4K | 1.78% | 23 |
|
|
2015
Q4 | $3.75M | Sell |
144,216
-1,156
| -0.8% | -$30K | 1.57% | 23 |
|
|
2015
Q3 | $3.55M | Buy |
145,372
+3,060
| +2% | +$74.6K | 1.58% | 24 |
|
|
2015
Q2 | $3.49M | Buy |
142,312
+8,124
| +6% | +$199K | 1.53% | 26 |
|
|
2015
Q1 | $3.49M | Buy |
134,188
+8,160
| +6% | +$212K | 1.62% | 26 |
|
|
2014
Q4 | $3.35M | Sell |
126,028
-112
| -0.1% | -$2.98K | 1.73% | 27 |
|
|
2014
Q3 | $2.96M | Buy |
126,140
+4,620
| +4% | +$108K | 1.67% | 28 |
|
|
2014
Q2 | $3.11M | Buy |
121,520
+2,956
| +2% | +$75.7K | 1.64% | 27 |
|
|
2014
Q1 | $2.83M | Sell |
118,564
-6,312
| -5% | -$151K | 1.44% | 37 |
|
|
2013
Q4 | $2.67M | Buy |
124,876
+516
| +0.4% | +$11K | 1.38% | 40 |
|
|
2013
Q3 | $2.49M | Sell |
124,360
-1,360
| -1% | -$27.3K | 1.38% | 38 |
|
|
2013
Q2 | $2.56M | Buy |
+125,720
| New | +$2.56M | 1.4% | 36 |
|