Westside Investment Management’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 | $169K | Buy |
2,409
+339
| +16% | +$23.8K | 0.03% | 273 |
|
|
2025
Q1 | $147K | Hold |
2,070
| – | – | 0.03% | 262 |
|
|
2024
Q4 | $148K | Hold |
2,070
| – | – | 0.03% | 263 |
|
|
2024
Q3 | $174K | Sell |
2,070
-49
| -2% | -$4.11K | 0.04% | 254 |
|
|
2024
Q2 | $150K | Hold |
2,119
| – | – | 0.03% | 255 |
|
|
2024
Q1 | $135K | Sell |
2,119
-288
| -12% | -$18.4K | 0.03% | 265 |
|
|
2023
Q4 | $146K | Hold |
2,407
| – | – | 0.04% | 241 |
|
|
2023
Q3 | $138K | Sell |
2,407
-100
| -4% | -$5.73K | 0.04% | 238 |
|
|
2023
Q2 | $186K | Hold |
2,507
| – | – | 0.05% | 214 |
|
|
2023
Q1 | $193K | Hold |
2,507
| – | – | 0.06% | 208 |
|
|
2022
Q4 | $25.3K | Hold |
2,507
| – | – | 0.06% | 160 |
|
|
2022
Q3 | $23.7K | Hold |
2,507
| – | – | 0.06% | 169 |
|
|
2022
Q2 | $25.9K | Sell |
2,507
-52
| -2% | -$537 | 0.06% | 154 |
|
|
2022
Q1 | $25.9K | Buy |
2,559
+1,000
| +64% | +$10.1K | 0.06% | 154 |
|
|
2021
Q4 | $23.9K | Hold |
1,559
| – | – | 0.05% | 151 |
|
|
2021
Q3 | $23.9K | Buy |
1,559
+49
| +3% | +$750 | 0.06% | 151 |
|
|
2021
Q2 | $22.1K | Buy |
1,510
+122
| +9% | +$1.78K | 0.05% | 151 |
|
|
2021
Q1 | $22.8K | Buy |
1,388
+300
| +28% | +$4.92K | 0.06% | 144 |
|
|
2020
Q4 | $83 | Buy |
1,088
+52
| +5% | +$4 | ﹤0.01% | 306 |
|
|
2020
Q3 | $71 | Hold |
1,036
| – | – | ﹤0.01% | 322 |
|
|
2020
Q2 | $62 | Hold |
1,036
| – | – | ﹤0.01% | 312 |
|
|
2020
Q1 | $62 | Buy |
+1,036
| New | +$62 | ﹤0.01% | 315 |
|
|
2019
Q2 | $53 | Buy |
+1,036
| New | +$53 | ﹤0.01% | 303 |
|
|
2018
Q4 | $45K | Buy |
1,036
+400
| +63% | +$17.4K | 0.02% | 305 |
|
|
2018
Q3 | $26.6K | Hold |
636
| – | – | 0.01% | 316 |
|
|
2018
Q2 | $26.9K | Hold |
636
| – | – | 0.01% | 359 |
|
|
2018
Q1 | $25.8K | Hold |
636
| – | – | 0.01% | 348 |
|
|
2017
Q4 | $24.3K | Buy |
636
+116
| +22% | +$4.44K | 0.01% | 371 |
|
|
2017
Q3 | $19.2K | Hold |
520
| – | – | 0.01% | 397 |
|
|
2017
Q2 | $18.3K | Buy |
520
+232
| +81% | +$8.18K | 0.01% | 400 |
|
|
2017
Q1 | $9.41K | Hold |
288
| – | – | ﹤0.01% | 519 |
|
|
2016
Q4 | $8.6K | Buy |
+288
| New | +$8.6K | 0.01% | 434 |
|