WCM
Windward Capital Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3M | Sell |
436,723
-1,853
| -0.4% | -$129K | 2.57% | 11 |
|
|
2025
Q1 | $31.1M | Sell |
438,576
-3,760
| -0.9% | -$267K | 2.68% | 11 |
|
|
2024
Q4 | $31.7M | Sell |
442,336
-2,685
| -0.6% | -$192K | 2.42% | 11 |
|
|
2024
Q3 | $37.6M | Buy |
445,021
+1,425
| +0.3% | +$120K | 2.87% | 11 |
|
|
2024
Q2 | $31.4M | Sell |
443,596
-7,736
| -2% | -$548K | 2.64% | 11 |
|
|
2024
Q1 | $28.8M | Sell |
451,332
-5,580
| -1% | -$357K | 2.41% | 14 |
|
|
2023
Q4 | $27.8M | Sell |
456,912
-1,412
| -0.3% | -$85.8K | 2.41% | 14 |
|
|
2023
Q3 | $26.3M | Sell |
458,324
-4,992
| -1% | -$286K | 2.57% | 12 |
|
|
2023
Q2 | $34.4M | Buy |
463,316
+1,814
| +0.4% | +$135K | 3.1% | 10 |
|
|
2023
Q1 | $35.6M | Buy |
461,502
+6,479
| +1% | +$499K | 3.28% | 7 |
|
|
2022
Q4 | $38M | Sell |
455,023
-2,008
| -0.4% | -$168K | 4.13% | 2 |
|
|
2022
Q3 | $35.8M | Buy |
457,031
+1,017
| +0.2% | +$79.7K | 4.05% | 3 |
|
|
2022
Q2 | $35.3M | Buy |
456,014
+2,796
| +0.6% | +$217K | 3.8% | 5 |
|
|
2022
Q1 | $38.4M | Sell |
453,218
-1,765
| -0.4% | -$150K | 3.43% | 9 |
|
|
2021
Q4 | $42.5M | Buy |
454,983
+1,044
| +0.2% | +$97.5K | 3.52% | 9 |
|
|
2021
Q3 | $35.6M | Sell |
453,939
-1,670
| -0.4% | -$131K | 3.3% | 8 |
|
|
2021
Q2 | $33.4M | Sell |
455,609
-535
| -0.1% | -$39.2K | 3.1% | 9 |
|
|
2021
Q1 | $34.5M | Sell |
456,144
-1,696
| -0.4% | -$128K | 3.45% | 6 |
|
|
2020
Q4 | $35.3M | Buy |
457,840
+335,273
| +274% | +$25.9M | 3.56% | 6 |
|
|
2020
Q3 | $34M | Sell |
122,567
-594
| -0.5% | -$165K | 3.44% | 6 |
|
|
2020
Q2 | $29.6M | Sell |
123,161
-1,998
| -2% | -$480K | 3.35% | 6 |
|
|
2020
Q1 | $30.1M | Buy |
125,159
+23,639
| +23% | +$5.69M | 4.03% | 5 |
|
|
2019
Q4 | $24.6M | Buy |
101,520
+16,762
| +20% | +$4.06M | 2.63% | 14 |
|
|
2019
Q3 | $19.7M | Buy |
84,758
+1,383
| +2% | +$322K | 2.36% | 18 |
|
|
2019
Q2 | $17.1M | Sell |
83,375
-1,198
| -1% | -$245K | 2.13% | 21 |
|
|
2019
Q1 | $16.3M | Buy |
84,573
+13
| +0% | +$2.51K | 2.09% | 22 |
|
|
2018
Q4 | $14.7M | Buy |
84,560
+1,017
| +1% | +$177K | 2.12% | 22 |
|
|
2018
Q3 | $14M | Buy |
+83,543
| New | +$14M | 1.74% | 22 |
|