WPP
Whalerock Point Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
42,489
+1,535
| +4% | +$107K | 0.64% | 37 |
|
|
2025
Q1 | $2.9M | Buy |
40,954
+9,075
| +28% | +$643K | 0.69% | 36 |
|
|
2024
Q4 | $2.29M | Buy |
31,879
+150
| +0.5% | +$10.8K | 0.53% | 41 |
|
|
2024
Q3 | $2.68M | Buy |
31,729
+1,164
| +4% | +$98.4K | 0.64% | 39 |
|
|
2024
Q2 | $2.16M | Buy |
30,565
+975
| +3% | +$69K | 0.58% | 38 |
|
|
2024
Q1 | $1.89M | Sell |
29,590
-2,182
| -7% | -$139K | 0.52% | 43 |
|
|
2023
Q4 | $1.93M | Sell |
31,772
-1,640
| -5% | -$99.6K | 0.6% | 42 |
|
|
2023
Q3 | $1.91M | Buy |
33,412
+1,075
| +3% | +$61.6K | 0.66% | 38 |
|
|
2023
Q2 | $2.4M | Sell |
32,337
-485
| -1% | -$36K | 0.81% | 35 |
|
|
2023
Q1 | $2.53M | Buy |
32,822
+3,120
| +11% | +$240K | 0.94% | 33 |
|
|
2022
Q4 | $2.48M | Buy |
29,702
+540
| +2% | +$45.1K | 1.01% | 33 |
|
|
2022
Q3 | $2.29M | Buy |
29,162
+1,050
| +4% | +$82.3K | 1% | 32 |
|
|
2022
Q2 | $2.18M | Buy |
28,112
+805
| +3% | +$62.4K | 0.92% | 37 |
|
|
2022
Q1 | $2.31M | Buy |
27,307
+1,115
| +4% | +$94.5K | 0.82% | 38 |
|
|
2021
Q4 | $2.45M | Buy |
26,192
+375
| +1% | +$35K | 0.84% | 34 |
|
|
2021
Q3 | $2.03M | Buy |
25,817
+1,700
| +7% | +$133K | 0.79% | 36 |
|
|
2021
Q2 | $1.77M | Sell |
24,117
-3,225
| -12% | -$236K | 0.68% | 42 |
|
|
2021
Q1 | $2.07M | Sell |
27,342
-3,725
| -12% | -$282K | 0.91% | 37 |
|
|
2020
Q4 | $2.4M | Buy |
31,067
+29,295
| +1,653% | +$2.26M | 1.14% | 31 |
|
|
2020
Q3 | $1.77M | Sell |
1,772
-4,461
| -72% | -$4.46M | 0.98% | 35 |
|
|
2020
Q2 | $1.5M | Buy |
6,233
+1,025
| +20% | +$246K | 0.88% | 37 |
|
|
2020
Q1 | $1.25M | Buy |
5,208
+425
| +9% | +$102K | 0.9% | 38 |
|
|
2019
Q4 | $1.16M | Sell |
4,783
-835
| -15% | -$202K | 0.62% | 48 |
|
|
2019
Q3 | $1.31M | Buy |
5,618
+150
| +3% | +$35K | 0.71% | 41 |
|
|
2019
Q2 | $1.12M | Buy |
5,468
+85
| +2% | +$17.4K | 0.64% | 45 |
|
|
2019
Q1 | $1.04M | Buy |
5,383
+600
| +13% | +$116K | 0.68% | 44 |
|
|
2018
Q4 | $831K | Hold |
4,783
| – | – | 0.77% | 38 |
|
|
2018
Q3 | $802K | Hold |
4,783
| – | – | 0.58% | 46 |
|
|
2018
Q2 | $799K | Sell |
4,783
-600
| -11% | -$100K | 0.64% | 46 |
|
|
2018
Q1 | $879K | Sell |
5,383
-115
| -2% | -$18.8K | 0.28% | 66 |
|
|
2017
Q4 | $859K | Sell |
5,498
-100
| -2% | -$15.6K | 0.27% | 71 |
|
|
2017
Q3 | $820K | Hold |
5,598
| – | – | 0.29% | 63 |
|
|
2017
Q2 | $784K | Buy |
5,598
+15
| +0.3% | +$2.1K | 0.29% | 64 |
|
|
2017
Q1 | $717K | Buy |
5,583
+183
| +3% | +$23.5K | 0.27% | 70 |
|
|
2016
Q4 | $645K | Buy |
5,400
+600
| +13% | +$71.7K | 0.25% | 68 |
|
|
2016
Q3 | $587K | Buy |
+4,800
| New | +$587K | 0.24% | 71 |
|
|
2016
Q1 | $603K | Sell |
5,100
-2,493
| -33% | -$295K | 0.26% | 70 |
|
|
2015
Q4 | $788K | Hold |
7,593
| – | – | 0.34% | 55 |
|
|
2015
Q3 | $740K | Buy |
7,593
+1,693
| +29% | +$165K | 0.32% | 59 |
|
|
2015
Q2 | $578K | Hold |
5,900
| – | – | 0.24% | 77 |
|
|
2015
Q1 | $613K | Hold |
5,900
| – | – | 0.25% | 73 |
|
|
2014
Q4 | $627K | Sell |
5,900
-50
| -0.8% | -$5.31K | 0.26% | 64 |
|
|
2014
Q3 | $558K | Buy |
5,950
+300
| +5% | +$28.1K | 0.25% | 74 |
|
|
2014
Q2 | $579K | Hold |
5,650
| – | – | 0.28% | 71 |
|
|
2014
Q1 | $540K | Sell |
5,650
-150
| -3% | -$14.3K | 0.28% | 70 |
|
|
2013
Q4 | $496K | Buy |
+5,800
| New | +$496K | 0.26% | 72 |
|