Westside Investment Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $210K | Buy |
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|
2025
Q2 | $169K | Buy |
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|
2025
Q1 | $147K | Hold |
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|
2024
Q4 | $148K | Hold |
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|
2024
Q3 | $174K | Sell |
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|
2024
Q2 | $150K | Hold |
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|
2024
Q1 | $135K | Sell |
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|
2023
Q4 | $146K | Hold |
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|
2023
Q3 | $138K | Sell |
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|
2023
Q2 | $186K | Hold |
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|
2023
Q1 | $193K | Hold |
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|
2022
Q4 | $25.3K | Hold |
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|
2022
Q3 | $23.7K | Hold |
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|
2022
Q2 | $25.9K | Sell |
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|
2022
Q1 | $25.9K | Buy |
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|
2021
Q4 | $23.9K | Hold |
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|
2021
Q3 | $23.9K | Buy |
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|
2021
Q2 | $22.1K | Buy |
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|
2021
Q1 | $22.8K | Buy |
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|
2020
Q4 | $83 | Buy |
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|
2020
Q3 | $71 | Hold |
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|
2020
Q2 | $62 | Hold |
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|
2020
Q1 | $62 | Buy |
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|
2019
Q2 | $53 | Buy |
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|
2018
Q4 | $45K | Buy |
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|
2018
Q3 | $26.6K | Hold |
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|
2018
Q2 | $26.9K | Hold |
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|
2018
Q1 | $25.8K | Hold |
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|
2017
Q4 | $24.3K | Buy |
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|
2017
Q3 | $19.2K | Hold |
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|
2017
Q2 | $18.3K | Buy |
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|
2017
Q1 | $9.41K | Hold |
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|
2016
Q4 | $8.6K | Buy |
|