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Westmount Partners’s NextEra Energy NEE Stock Holding History

Westmount Partners’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$757K Buy
8,630
+1,228
+17% +$111K 0.17% 111
2026
Q1 		$688K Buy
7,402
+742
+11% +$66K 0.17% 110
2025
Q4 		$535K Buy
6,660
+125
+2% +$10.4K 0.13% 126
2025
Q3 		$514K Sell
6,535
-51
-0.8% -$3.73K 0.13% 130
2025
Q2 		$457K Buy
6,586
+60
+0.9% +$4.17K 0.13% 136
2025
Q1 		$463K Buy
6,526
+316
+5% +$22.3K 0.14% 133
2024
Q4 		$445K Sell
6,210
-98
-2% -$7.61K 0.14% 126
2024
Q3 		$533K Buy
6,308
+112
+2% +$8.74K 0.16% 110
2024
Q2 		$433K Sell
6,196
-735
-11% -$52.1K 0.14% 122
2024
Q1 		$443K Hold
6,931
– – 0.16% 123
2023
Q4 		$421K Sell
6,931
-564
-8% -$32.1K 0.17% 124
2023
Q3 		$429K Buy
7,495
+550
+8% +$38.1K 0.19% 120
2023
Q2 		$515K Hold
6,945
– – 0.22% 99
2023
Q1 		$535K Sell
6,945
-77
-1% -$5.92K 0.25% 90
2022
Q4 		$587K Buy
+7,022
New +$567K 0.31% 77

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UBP
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EB
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Wealth Enhancement Advisory Services
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AAS
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CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return