WOC
West Oak Capital’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.9K | Sell |
43,113
-16,185
| -27% | -$11.2K | 1.17% | 28 |
|
|
2025
Q1 | $42K | Sell |
59,298
-120
| -0.2% | -$85 | 1.63% | 14 |
|
|
2024
Q4 | $42.6M | Sell |
59,418
-55
| -0.1% | -$39.4K | 1.51% | 14 |
|
|
2024
Q3 | $50.3K | Buy |
59,473
+605
| +1% | +$511 | 0.93% | 9 |
|
|
2024
Q2 | $4.17M | Buy |
58,868
+2,150
| +4% | +$152K | 1.68% | 12 |
|
|
2024
Q1 | $3.63M | Buy |
56,718
+2,135
| +4% | +$136K | 1.54% | 13 |
|
|
2023
Q4 | $3.33M | Sell |
54,583
-185
| -0.3% | -$11.3K | 1.56% | 14 |
|
|
2023
Q3 | $3.14M | Buy |
54,768
+220
| +0.4% | +$12.6K | 1.56% | 12 |
|
|
2023
Q2 | $4.05M | Sell |
54,548
-675
| -1% | -$50.1K | 1.97% | 6 |
|
|
2023
Q1 | $4.26M | Sell |
55,223
-1,165
| -2% | -$89.8K | 2.16% | 4 |
|
|
2022
Q4 | $4.71M | Sell |
56,388
-695
| -1% | -$58.1K | 2.46% | 2 |
|
|
2022
Q3 | $4.48M | Sell |
57,083
-95
| -0.2% | -$7.45K | 2.43% | 2 |
|
|
2022
Q2 | $4.43M | Sell |
57,178
-903
| -2% | -$69.9K | 2.32% | 2 |
|
|
2022
Q1 | $4.92M | Sell |
58,081
-630
| -1% | -$53.4K | 2.22% | 3 |
|
|
2021
Q4 | $5.48M | Sell |
58,711
-200
| -0.3% | -$18.7K | 2.02% | 6 |
|
|
2021
Q3 | $4.63M | Buy |
58,911
+145
| +0.2% | +$11.4K | 1.79% | 6 |
|
|
2021
Q2 | $4.31M | Buy |
58,766
+530
| +0.9% | +$38.8K | 1.7% | 7 |
|
|
2021
Q1 | $4.4M | Buy |
58,236
+135
| +0.2% | +$10.2K | 1.88% | 6 |
|
|
2020
Q4 | $4.48M | Buy |
58,101
+43,667
| +303% | +$3.37M | 2.08% | 5 |
|
|
2020
Q3 | $4.01M | Sell |
14,434
-421
| -3% | -$117K | 2.2% | 5 |
|
|
2020
Q2 | $3.57M | Sell |
14,855
-35
| -0.2% | -$8.41K | 2.03% | 5 |
|
|
2020
Q1 | $3.58M | Sell |
14,890
-45
| -0.3% | -$10.8K | 2.45% | 4 |
|
|
2019
Q4 | $3.62M | Sell |
14,935
-1,213
| -8% | -$294K | 2.03% | 4 |
|
|
2019
Q3 | $3.76M | Sell |
16,148
-250
| -2% | -$58.2K | 2.21% | 3 |
|
|
2019
Q2 | $3.36M | Buy |
16,398
+75
| +0.5% | +$15.4K | 2.01% | 4 |
|
|
2019
Q1 | $3.16M | Sell |
16,323
-60
| -0.4% | -$11.6K | 1.97% | 4 |
|
|
2018
Q4 | $2.85M | Sell |
16,383
-25
| -0.2% | -$4.35K | 2.02% | 3 |
|
|
2018
Q3 | $2.75M | Buy |
16,408
+85
| +0.5% | +$14.2K | 1.59% | 7 |
|
|
2018
Q2 | $2.73M | Sell |
16,323
-658
| -4% | -$110K | 1.66% | 4 |
|
|
2018
Q1 | $2.77M | Sell |
16,981
-320
| -2% | -$52.3K | 1.65% | 3 |
|
|
2017
Q4 | $2.7M | Sell |
17,301
-240
| -1% | -$37.5K | 1.66% | 5 |
|
|
2017
Q3 | $2.57M | Sell |
17,541
-946
| -5% | -$139K | 1.53% | 6 |
|
|
2017
Q2 | $2.59M | Sell |
18,487
-746
| -4% | -$105K | 1.57% | 5 |
|
|
2017
Q1 | $2.47M | Buy |
19,233
+25
| +0.1% | +$3.21K | 1.52% | 7 |
|
|
2016
Q4 | $2.29M | Sell |
19,208
-860
| -4% | -$103K | 1.54% | 9 |
|
|
2016
Q3 | $2.45M | Sell |
20,068
-30
| -0.1% | -$3.67K | 1.69% | 3 |
|
|
2016
Q2 | $2.62M | Buy |
20,098
+100
| +0.5% | +$13K | 1.89% | 3 |
|
|
2016
Q1 | $2.37M | Buy |
+19,998
| New | +$2.37M | 1.82% | 4 |
|
|
2015
Q4 | – | Sell |
-19,243
| Closed | -$1.88M | – | 10 |
|
|
2015
Q3 | $1.88M | Sell |
19,243
-230
| -1% | -$22.4K | 1.52% | 9 |
|
|
2015
Q2 | $1.91M | Sell |
19,473
-405
| -2% | -$39.7K | 1.42% | 11 |
|
|
2015
Q1 | $2.07M | Sell |
19,878
-850
| -4% | -$88.4K | 1.52% | 9 |
|
|
2014
Q4 | $2.2M | Sell |
20,728
-245
| -1% | -$26K | 1.6% | 4 |
|
|
2014
Q3 | $1.97M | Sell |
20,973
-435
| -2% | -$40.8K | 1.47% | 10 |
|
|
2014
Q2 | $2.19M | Sell |
21,408
-300
| -1% | -$30.7K | 1.59% | 4 |
|
|
2014
Q1 | $2.08M | Sell |
21,708
-850
| -4% | -$81.3K | 1.52% | 5 |
|
|
2013
Q4 | $1.93M | Sell |
22,558
-230
| -1% | -$19.7K | 1.42% | 8 |
|
|
2013
Q3 | $1.83M | Sell |
22,788
-200
| -0.9% | -$16K | 1.43% | 8 |
|
|
2013
Q2 | $1.87M | Buy |
+22,988
| New | +$1.87M | 1.56% | 5 |
|