Wimmer Associates 1’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
3,750
| – | – | 0.13% | 99 |
|
|
2025
Q1 | $270K | Sell |
3,750
-60
| -2% | -$4.33K | 0.14% | 97 |
|
|
2024
Q4 | $273K | Buy |
3,810
+60
| +2% | +$4.3K | 0.14% | 99 |
|
|
2024
Q3 | $317K | Hold |
3,750
| – | – | 0.16% | 97 |
|
|
2024
Q2 | $266K | Hold |
3,750
| – | – | 0.14% | 103 |
|
|
2024
Q1 | $240K | Sell |
3,750
-50
| -1% | -$3.2K | 0.13% | 104 |
|
|
2023
Q4 | $231K | Sell |
3,800
-312
| -8% | -$19K | 0.13% | 105 |
|
|
2023
Q3 | $236K | Buy |
4,112
+151
| +4% | +$8.65K | 0.15% | 101 |
|
|
2023
Q2 | $294K | Buy |
3,961
+26
| +0.7% | +$1.93K | 0.18% | 94 |
|
|
2023
Q1 | $305K | Buy |
3,935
+135
| +4% | +$10.5K | 0.19% | 92 |
|
|
2022
Q4 | $318K | Hold |
3,800
| – | – | 0.21% | 88 |
|
|
2022
Q3 | $295K | Sell |
3,800
-140
| -4% | -$10.9K | 0.2% | 92 |
|
|
2022
Q2 | $305K | Buy |
3,940
+5
| +0.1% | +$387 | 0.2% | 90 |
|
|
2022
Q1 | $333K | Buy |
3,935
+75
| +2% | +$6.35K | 0.19% | 95 |
|
|
2021
Q4 | $360K | Sell |
3,860
-175
| -4% | -$16.3K | 0.19% | 94 |
|
|
2021
Q3 | $317K | Buy |
4,035
+100
| +3% | +$7.86K | 0.19% | 97 |
|
|
2021
Q2 | $288K | Buy |
3,935
+45
| +1% | +$3.29K | 0.17% | 100 |
|
|
2021
Q1 | $294K | Buy |
3,890
+40
| +1% | +$3.02K | 0.16% | 96 |
|
|
2020
Q4 | $297K | Buy |
+3,850
| New | +$297K | 0.18% | 91 |
|