Willow Creek Wealth 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
Q2 | $246K | Buy |
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|
2025
Q1 | $248K | Sell |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $305K | Buy |
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|
2024
Q2 | $254K | Sell |
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|
2024
Q1 | $248K | Buy |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $319K | Hold |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $358K | Buy |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $295K | Hold |
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|
2021
Q2 | $275K | Buy |
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|
2021
Q1 | $282K | Buy |
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