West Paces Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.4M | Sell |
15,113
-481
| -3% | -$42.8K | 0.27% | 46 |
|
|
2025
Q4 | $1.25M | Buy |
15,594
+236
| +2% | +$19.5K | 0.24% | 48 |
|
|
2025
Q3 | $1.16M | Sell |
15,358
-754
| -5% | -$55.1K | 0.23% | 52 |
|
|
2025
Q2 | $1.12M | Buy |
16,112
+155
| +1% | +$10.8K | 0.24% | 53 |
|
|
2025
Q1 | $1.13M | Buy |
15,957
+142
| +0.9% | +$10K | 0.26% | 50 |
|
|
2024
Q4 | $1.13M | Sell |
15,815
-112
| -0.7% | -$8.7K | 0.28% | 45 |
|
|
2024
Q3 | $1.35M | Buy |
15,927
+224
| +1% | +$17.5K | 0.33% | 40 |
|
|
2024
Q2 | $1.11M | Buy |
15,703
+28
| +0.2% | +$1.99K | 0.29% | 47 |
|
|
2024
Q1 | $1M | Sell |
15,675
-222
| -1% | -$13K | 0.26% | 46 |
|
|
2023
Q4 | $966K | Sell |
15,897
-1,122
| -7% | -$63.9K | 0.27% | 46 |
|
|
2023
Q3 | $975K | Sell |
17,019
-620
| -4% | -$42.9K | 0.31% | 45 |
|
|
2023
Q2 | $1.31M | Sell |
17,639
-96
| -0.5% | -$7.27K | 0.39% | 38 |
|
|
2023
Q1 | $1.37M | Sell |
17,735
-320
| -2% | -$24.6K | 0.42% | 34 |
|
|
2022
Q4 | $1.51M | Sell |
18,055
-413
| -2% | -$33.4K | 0.48% | 33 |
|
|
2022
Q3 | $1.45M | Sell |
18,468
-1,249
| -6% | -$106K | 0.51% | 28 |
|
|
2022
Q2 | $1.53M | Buy |
19,717
+3
| +0% | +$228 | 0.52% | 28 |
|
|
2022
Q1 | $1.67M | Buy |
19,714
+2,132
| +12% | +$171K | 0.52% | 28 |
|
|
2021
Q4 | $1.64M | Buy |
17,582
+76
| +0.4% | +$6.57K | 0.51% | 28 |
|
|
2021
Q3 | $1.37M | Sell |
17,506
-909
| -5% | -$73.3K | 0.48% | 31 |
|
|
2021
Q2 | $1.35M | Sell |
18,415
-1,516
| -8% | -$114K | 0.5% | 29 |
|
|
2021
Q1 | $1.51M | Sell |
19,931
-1,385
| -6% | -$108K | 0.61% | 25 |
|
|
2020
Q4 | $1.64M | Sell |
21,316
-1,664
| -7% | -$124K | 0.73% | 20 |
|
|
2020
Q3 | $1.59M | Sell |
22,980
-560
| -2% | -$38.7K | 0.82% | 18 |
|
|
2020
Q2 | $1.41M | Buy |
23,540
+572
| +2% | +$34.2K | 0.76% | 20 |
|
|
2020
Q1 | $1.38M | Sell |
22,968
-2,344
| -9% | -$147K | 0.88% | 20 |
|
|
2019
Q4 | $1.53M | Sell |
25,312
-4,284
| -14% | -$250K | 0.83% | 18 |
|
|
2019
Q3 | $1.72M | Sell |
29,596
-148
| -0.5% | -$8.01K | 1.03% | 17 |
|
|
2019
Q2 | $1.52M | Sell |
29,744
-628
| -2% | -$30.9K | 0.95% | 19 |
|
|
2019
Q1 | $1.47M | Sell |
30,372
-836
| -3% | -$38.2K | 1.03% | 17 |
|
|
2018
Q4 | $1.36M | Sell |
31,208
-212
| -0.7% | -$9.27K | 1.05% | 19 |
|
|
2018
Q3 | $1.32M | Sell |
31,420
-1,720
| -5% | -$73.2K | 0.95% | 18 |
|
|
2018
Q2 | $1.38M | Buy |
33,140
+760
| +2% | +$30.7K | 1.03% | 16 |
|
|
2018
Q1 | $1.32M | Sell |
32,380
-120
| -0.4% | -$4.63K | 0.98% | 19 |
|
|
2017
Q4 | $1.27M | Sell |
32,500
-912
| -3% | -$35.2K | 0.94% | 22 |
|
|
2017
Q3 | $1.22M | Sell |
33,412
-240
| -0.7% | -$8.79K | 0.92% | 20 |
|
|
2017
Q2 | $1.18M | Sell |
33,652
-700
| -2% | -$23.9K | 0.94% | 18 |
|
|
2017
Q1 | $1.1M | Buy |
34,352
+7,292
| +27% | +$229K | 0.88% | 26 |
|
|
2016
Q4 | $808K | Buy |
+27,060
| New | +$809K | 0.75% | 28 |
|
Other funds holding NEE
VCM
VPM
