Westmount Partners’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
6,586
+60
| +0.9% | +$4.17K | 0.13% | 136 |
|
|
2025
Q1 | $463K | Buy |
6,526
+316
| +5% | +$22.4K | 0.14% | 133 |
|
|
2024
Q4 | $445K | Sell |
6,210
-98
| -2% | -$7.03K | 0.14% | 126 |
|
|
2024
Q3 | $533K | Buy |
6,308
+112
| +2% | +$9.47K | 0.16% | 110 |
|
|
2024
Q2 | $433K | Sell |
6,196
-735
| -11% | -$51.4K | 0.14% | 122 |
|
|
2024
Q1 | $443K | Hold |
6,931
| – | – | 0.16% | 123 |
|
|
2023
Q4 | $421K | Sell |
6,931
-564
| -8% | -$34.3K | 0.17% | 124 |
|
|
2023
Q3 | $429K | Buy |
7,495
+550
| +8% | +$31.5K | 0.19% | 120 |
|
|
2023
Q2 | $515K | Hold |
6,945
| – | – | 0.22% | 99 |
|
|
2023
Q1 | $535K | Sell |
6,945
-77
| -1% | -$5.94K | 0.25% | 90 |
|
|
2022
Q4 | $587K | Buy |
+7,022
| New | +$587K | 0.31% | 77 |
|