WPA
West Paces Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
16,112
+155
| +1% | +$10.8K | 0.24% | 53 |
|
|
2025
Q1 | $1.13M | Buy |
15,957
+142
| +0.9% | +$10.1K | 0.26% | 50 |
|
|
2024
Q4 | $1.13M | Sell |
15,815
-112
| -0.7% | -$8.03K | 0.28% | 45 |
|
|
2024
Q3 | $1.35M | Buy |
15,927
+224
| +1% | +$18.9K | 0.33% | 40 |
|
|
2024
Q2 | $1.11M | Buy |
15,703
+28
| +0.2% | +$1.98K | 0.29% | 47 |
|
|
2024
Q1 | $1M | Sell |
15,675
-222
| -1% | -$14.2K | 0.26% | 46 |
|
|
2023
Q4 | $966K | Sell |
15,897
-1,122
| -7% | -$68.2K | 0.27% | 46 |
|
|
2023
Q3 | $975K | Sell |
17,019
-620
| -4% | -$35.5K | 0.31% | 45 |
|
|
2023
Q2 | $1.31M | Sell |
17,639
-96
| -0.5% | -$7.12K | 0.39% | 38 |
|
|
2023
Q1 | $1.37M | Sell |
17,735
-320
| -2% | -$24.7K | 0.42% | 34 |
|
|
2022
Q4 | $1.51M | Sell |
18,055
-413
| -2% | -$34.5K | 0.48% | 33 |
|
|
2022
Q3 | $1.45M | Sell |
18,468
-1,249
| -6% | -$97.9K | 0.51% | 28 |
|
|
2022
Q2 | $1.53M | Buy |
19,717
+3
| +0% | +$232 | 0.52% | 28 |
|
|
2022
Q1 | $1.67M | Buy |
19,714
+2,132
| +12% | +$181K | 0.52% | 28 |
|
|
2021
Q4 | $1.64M | Buy |
17,582
+76
| +0.4% | +$7.1K | 0.51% | 28 |
|
|
2021
Q3 | $1.37M | Sell |
17,506
-909
| -5% | -$71.4K | 0.48% | 31 |
|
|
2021
Q2 | $1.35M | Sell |
18,415
-1,516
| -8% | -$111K | 0.5% | 29 |
|
|
2021
Q1 | $1.51M | Sell |
19,931
-1,385
| -6% | -$105K | 0.61% | 25 |
|
|
2020
Q4 | $1.64M | Buy |
21,316
+15,571
| +271% | +$1.2M | 0.73% | 20 |
|
|
2020
Q3 | $1.59M | Sell |
5,745
-140
| -2% | -$38.9K | 0.82% | 18 |
|
|
2020
Q2 | $1.41M | Buy |
5,885
+143
| +2% | +$34.3K | 0.76% | 20 |
|
|
2020
Q1 | $1.38M | Sell |
5,742
-586
| -9% | -$141K | 0.88% | 20 |
|
|
2019
Q4 | $1.53M | Sell |
6,328
-1,071
| -14% | -$259K | 0.83% | 18 |
|
|
2019
Q3 | $1.72M | Sell |
7,399
-37
| -0.5% | -$8.62K | 1.03% | 17 |
|
|
2019
Q2 | $1.52M | Sell |
7,436
-157
| -2% | -$32.2K | 0.95% | 19 |
|
|
2019
Q1 | $1.47M | Sell |
7,593
-209
| -3% | -$40.4K | 1.03% | 17 |
|
|
2018
Q4 | $1.36M | Sell |
7,802
-53
| -0.7% | -$9.21K | 1.05% | 19 |
|
|
2018
Q3 | $1.32M | Sell |
7,855
-430
| -5% | -$72.1K | 0.95% | 18 |
|
|
2018
Q2 | $1.38M | Buy |
8,285
+190
| +2% | +$31.7K | 1.03% | 16 |
|
|
2018
Q1 | $1.32M | Sell |
8,095
-30
| -0.4% | -$4.9K | 0.98% | 19 |
|
|
2017
Q4 | $1.27M | Sell |
8,125
-228
| -3% | -$35.6K | 0.94% | 22 |
|
|
2017
Q3 | $1.22M | Sell |
8,353
-60
| -0.7% | -$8.79K | 0.92% | 20 |
|
|
2017
Q2 | $1.18M | Sell |
8,413
-175
| -2% | -$24.5K | 0.94% | 18 |
|
|
2017
Q1 | $1.1M | Buy |
8,588
+1,823
| +27% | +$234K | 0.88% | 26 |
|
|
2016
Q4 | $808K | Buy |
+6,765
| New | +$808K | 0.75% | 28 |
|