Whalerock Point Partners’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
Q2 | $2.95M | Buy |
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|
2025
Q1 | $2.9M | Buy |
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|
2024
Q4 | $2.29M | Buy |
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|
2024
Q3 | $2.68M | Buy |
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|
2024
Q2 | $2.16M | Buy |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $1.93M | Sell |
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|
2023
Q3 | $1.91M | Buy |
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|
2023
Q2 | $2.4M | Sell |
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|
2023
Q1 | $2.53M | Buy |
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|
2022
Q4 | $2.48M | Buy |
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|
2022
Q3 | $2.29M | Buy |
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|
2022
Q2 | $2.18M | Buy |
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|
2022
Q1 | $2.31M | Buy |
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|
2021
Q4 | $2.45M | Buy |
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|
2021
Q3 | $2.03M | Buy |
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|
2021
Q2 | $1.77M | Sell |
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|
2021
Q1 | $2.07M | Sell |
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|
2020
Q4 | $2.4M | Buy |
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|
2020
Q3 | $1.77M | Sell |
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|
2020
Q2 | $1.5M | Buy |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $1.16M | Sell |
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|
2019
Q3 | $1.31M | Buy |
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|
2019
Q2 | $1.12M | Buy |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $831K | Hold |
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|
2018
Q3 | $802K | Hold |
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|
2018
Q2 | $799K | Sell |
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|
2018
Q1 | $879K | Sell |
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|
2017
Q4 | $859K | Sell |
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|
2017
Q3 | $820K | Hold |
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|
2017
Q2 | $784K | Buy |
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|
2017
Q1 | $717K | Buy |
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|
2016
Q4 | $645K | Buy |
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|
2016
Q3 | $587K | Buy |
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|
2016
Q1 | $603K | Sell |
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|
2015
Q4 | $788K | Hold |
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|
2015
Q3 | $740K | Buy |
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|
2015
Q2 | $578K | Hold |
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|
2015
Q1 | $613K | Hold |
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|
2014
Q4 | $627K | Sell |
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|
2014
Q3 | $558K | Buy |
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|
2014
Q2 | $579K | Hold |
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|
2014
Q1 | $540K | Sell |
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|
2013
Q4 | $496K | Buy |
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