WCWM
Willow Creek Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
3,539
+36
| +1% | +$2.5K | 0.02% | 149 |
|
|
2025
Q1 | $248K | Sell |
3,503
-106
| -3% | -$7.52K | 0.02% | 139 |
|
|
2024
Q4 | $259K | Hold |
3,609
| – | – | 0.03% | 132 |
|
|
2024
Q3 | $305K | Buy |
3,609
+29
| +0.8% | +$2.45K | 0.03% | 124 |
|
|
2024
Q2 | $254K | Sell |
3,580
-297
| -8% | -$21K | 0.03% | 136 |
|
|
2024
Q1 | $248K | Buy |
3,877
+110
| +3% | +$7.03K | 0.03% | 133 |
|
|
2023
Q4 | $229K | Sell |
3,767
-304
| -7% | -$18.5K | 0.03% | 136 |
|
|
2023
Q3 | $233K | Sell |
4,071
-224
| -5% | -$12.8K | 0.03% | 120 |
|
|
2023
Q2 | $319K | Hold |
4,295
| – | – | 0.05% | 110 |
|
|
2023
Q1 | $331K | Sell |
4,295
-7
| -0.2% | -$540 | 0.05% | 96 |
|
|
2022
Q4 | $360K | Sell |
4,302
-258
| -6% | -$21.6K | 0.06% | 86 |
|
|
2022
Q3 | $358K | Buy |
4,560
+990
| +28% | +$77.7K | 0.07% | 83 |
|
|
2022
Q2 | $277K | Hold |
3,570
| – | – | 0.05% | 96 |
|
|
2022
Q1 | $302K | Sell |
3,570
-202
| -5% | -$17.1K | 0.06% | 94 |
|
|
2021
Q4 | $352K | Buy |
3,772
+21
| +0.6% | +$1.96K | 0.07% | 85 |
|
|
2021
Q3 | $295K | Hold |
3,751
| – | – | 0.07% | 92 |
|
|
2021
Q2 | $275K | Buy |
3,751
+16
| +0.4% | +$1.17K | 0.07% | 92 |
|
|
2021
Q1 | $282K | Buy |
+3,735
| New | +$282K | 0.1% | 75 |
|