WMA
West Michigan Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
35,256
-71
| -0.2% | -$4.93K | 0.69% | 38 |
|
|
2025
Q1 | $2.5M | Buy |
35,327
+1,576
| +5% | +$112K | 0.83% | 33 |
|
|
2024
Q4 | $2.42M | Buy |
33,751
+127
| +0.4% | +$9.11K | 0.73% | 36 |
|
|
2024
Q3 | $2.84M | Sell |
33,624
-981
| -3% | -$82.9K | 0.86% | 34 |
|
|
2024
Q2 | $2.45M | Buy |
34,605
+25,489
| +280% | +$1.8M | 0.78% | 35 |
|
|
2024
Q1 | $583K | Sell |
9,116
-1,193
| -12% | -$76.2K | 0.19% | 87 |
|
|
2023
Q4 | $626K | Sell |
10,309
-580
| -5% | -$35.2K | 0.24% | 69 |
|
|
2023
Q3 | $624K | Buy |
10,889
+327
| +3% | +$18.7K | 0.33% | 61 |
|
|
2023
Q2 | $784K | Sell |
10,562
-1,700
| -14% | -$126K | 0.31% | 79 |
|
|
2023
Q1 | $945K | Buy |
12,262
+6,555
| +115% | +$505K | 0.54% | 44 |
|
|
2022
Q4 | $477K | Sell |
5,707
-280
| -5% | -$23.4K | 0.35% | 59 |
|
|
2022
Q3 | $470K | Sell |
5,987
-145
| -2% | -$11.4K | 0.41% | 55 |
|
|
2022
Q2 | $475K | Sell |
6,132
-203
| -3% | -$15.7K | 0.41% | 55 |
|
|
2022
Q1 | $537K | Buy |
6,335
+1,508
| +31% | +$128K | 0.36% | 60 |
|
|
2021
Q4 | $451K | Buy |
+4,827
| New | +$451K | 0.34% | 60 |
|