West Oak 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
Q3 | $31.8K | Sell |
42,063
-1,050
| -2% | -$76.7K | 1.26% | 25 |
|
|
2025
Q2 | $29.9K | Sell |
43,113
-16,185
| -27% | -$1.12M | 1.17% | 28 |
|
|
2025
Q1 | $42K | Sell |
59,298
-120
| -0.2% | -$8.47K | 1.63% | 14 |
|
|
2024
Q4 | $42.6M | Sell |
59,418
-55
| -0.1% | -$4.27K | 1.51% | 14 |
|
|
2024
Q3 | $50.3K | Buy |
59,473
+605
| +1% | +$47.2K | 0.93% | 9 |
|
|
2024
Q2 | $4.17M | Buy |
58,868
+2,150
| +4% | +$153K | 1.68% | 12 |
|
|
2024
Q1 | $3.63M | Buy |
56,718
+2,135
| +4% | +$125K | 1.54% | 13 |
|
|
2023
Q4 | $3.33M | Sell |
54,583
-185
| -0.3% | -$10.5K | 1.56% | 14 |
|
|
2023
Q3 | $3.14M | Buy |
54,768
+220
| +0.4% | +$15.2K | 1.56% | 12 |
|
|
2023
Q2 | $4.05M | Sell |
54,548
-675
| -1% | -$51.1K | 1.97% | 6 |
|
|
2023
Q1 | $4.26M | Sell |
55,223
-1,165
| -2% | -$89.6K | 2.16% | 4 |
|
|
2022
Q4 | $4.71M | Sell |
56,388
-695
| -1% | -$56.1K | 2.46% | 2 |
|
|
2022
Q3 | $4.48M | Sell |
57,083
-95
| -0.2% | -$8.06K | 2.43% | 2 |
|
|
2022
Q2 | $4.43M | Sell |
57,178
-903
| -2% | -$68.7K | 2.32% | 2 |
|
|
2022
Q1 | $4.92M | Sell |
58,081
-630
| -1% | -$50.5K | 2.22% | 3 |
|
|
2021
Q4 | $5.48M | Sell |
58,711
-200
| -0.3% | -$17.3K | 2.02% | 6 |
|
|
2021
Q3 | $4.63M | Buy |
58,911
+145
| +0.2% | +$11.7K | 1.79% | 6 |
|
|
2021
Q2 | $4.31M | Buy |
58,766
+530
| +0.9% | +$39.8K | 1.7% | 7 |
|
|
2021
Q1 | $4.4M | Buy |
58,236
+135
| +0.2% | +$10.5K | 1.88% | 6 |
|
|
2020
Q4 | $4.48M | Buy |
58,101
+365
| +0.6% | +$27.3K | 2.08% | 5 |
|
|
2020
Q3 | $4.01M | Sell |
57,736
-1,684
| -3% | -$116K | 2.2% | 5 |
|
|
2020
Q2 | $3.57M | Sell |
59,420
-140
| -0.2% | -$8.38K | 2.03% | 5 |
|
|
2020
Q1 | $3.58M | Sell |
59,560
-180
| -0.3% | -$11.3K | 2.45% | 4 |
|
|
2019
Q4 | $3.62M | Sell |
59,740
-4,852
| -8% | -$283K | 2.03% | 4 |
|
|
2019
Q3 | $3.76M | Sell |
64,592
-1,000
| -2% | -$54.1K | 2.21% | 3 |
|
|
2019
Q2 | $3.36M | Buy |
65,592
+300
| +0.5% | +$14.8K | 2.01% | 4 |
|
|
2019
Q1 | $3.16M | Sell |
65,292
-240
| -0.4% | -$11K | 1.97% | 4 |
|
|
2018
Q4 | $2.85M | Sell |
65,532
-100
| -0.2% | -$4.37K | 2.02% | 3 |
|
|
2018
Q3 | $2.75M | Buy |
65,632
+340
| +0.5% | +$14.5K | 1.59% | 7 |
|
|
2018
Q2 | $2.73M | Sell |
65,292
-2,632
| -4% | -$106K | 1.66% | 4 |
|
|
2018
Q1 | $2.77M | Sell |
67,924
-1,280
| -2% | -$49.4K | 1.65% | 3 |
|
|
2017
Q4 | $2.7M | Sell |
69,204
-960
| -1% | -$37.1K | 1.66% | 5 |
|
|
2017
Q3 | $2.57M | Sell |
70,164
-3,784
| -5% | -$139K | 1.53% | 6 |
|
|
2017
Q2 | $2.59M | Sell |
73,948
-2,984
| -4% | -$102K | 1.57% | 5 |
|
|
2017
Q1 | $2.47M | Buy |
76,932
+100
| +0.1% | +$3.14K | 1.52% | 7 |
|
|
2016
Q4 | $2.29M | Sell |
76,832
-3,440
| -4% | -$103K | 1.54% | 9 |
|
|
2016
Q3 | $2.45M | Sell |
80,272
-120
| -0.1% | -$3.78K | 1.69% | 3 |
|
|
2016
Q2 | $2.62M | Buy |
80,392
+400
| +0.5% | +$12K | 1.89% | 3 |
|
|
2016
Q1 | $2.37M | Buy |
+79,992
| New | +$2.25M | 1.82% | 4 |
|
|
2015
Q4 | – | Sell |
-76,972
| Closed | -$1.95M | – | 10 |
|
|
2015
Q3 | $1.88M | Sell |
76,972
-920
| -1% | -$23.4K | 1.52% | 9 |
|
|
2015
Q2 | $1.91M | Sell |
77,892
-1,620
| -2% | -$41.2K | 1.42% | 11 |
|
|
2015
Q1 | $2.07M | Sell |
79,512
-3,400
| -4% | -$89.7K | 1.52% | 9 |
|
|
2014
Q4 | $2.2M | Sell |
82,912
-980
| -1% | -$24.7K | 1.6% | 4 |
|
|
2014
Q3 | $1.97M | Sell |
83,892
-1,740
| -2% | -$42K | 1.47% | 10 |
|
|
2014
Q2 | $2.19M | Sell |
85,632
-1,200
| -1% | -$29.2K | 1.59% | 4 |
|
|
2014
Q1 | $2.08M | Sell |
86,832
-3,400
| -4% | -$77K | 1.52% | 5 |
|
|
2013
Q4 | $1.93M | Sell |
90,232
-920
| -1% | -$19.4K | 1.42% | 8 |
|
|
2013
Q3 | $1.83M | Sell |
91,152
-800
| -0.9% | -$16.5K | 1.43% | 8 |
|
|
2013
Q2 | $1.87M | Buy |
+91,952
| New | +$1.82M | 1.56% | 5 |
|
Other funds holding NEE
