Wimmer Associates 1’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
Q4 | $328K | Buy |
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|
2025
Q3 | $283K | Hold |
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|
2025
Q2 | $260K | Hold |
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|
2025
Q1 | $270K | Sell |
|
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|
2024
Q4 | $273K | Buy |
|
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|
2024
Q3 | $317K | Hold |
|
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $236K | Buy |
|
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $305K | Buy |
|
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $305K | Buy |
|
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|
2022
Q1 | $333K | Buy |
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|
2021
Q4 | $360K | Sell |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q2 | $288K | Buy |
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|
2021
Q1 | $294K | Buy |
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|
2020
Q4 | $297K | Buy |
|