WP
WMS Partners’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,457
| Closed | -$391K | – | 181 |
|
|
2024
Q4 | $391K | Buy |
5,457
+402
| +8% | +$28.8K | 0.02% | 213 |
|
|
2024
Q3 | $427K | Buy |
5,055
+2,193
| +77% | +$185K | 0.02% | 196 |
|
|
2024
Q2 | $203K | Buy |
+2,862
| New | +$203K | 0.01% | 248 |
|
|
2023
Q4 | – | Sell |
-5,366
| Closed | -$307K | – | 268 |
|
|
2023
Q3 | $307K | Sell |
5,366
-1,465
| -21% | -$83.9K | 0.02% | 200 |
|
|
2023
Q2 | $507K | Sell |
6,831
-169
| -2% | -$12.5K | 0.04% | 158 |
|
|
2023
Q1 | $540K | Sell |
7,000
-221
| -3% | -$17K | 0.05% | 145 |
|
|
2022
Q4 | $604K | Hold |
7,221
| – | – | 0.06% | 134 |
|
|
2022
Q3 | $566K | Sell |
7,221
-958
| -12% | -$75.1K | 0.08% | 128 |
|
|
2022
Q2 | $634K | Buy |
8,179
+34
| +0.4% | +$2.64K | 0.1% | 117 |
|
|
2022
Q1 | $690K | Sell |
8,145
-605
| -7% | -$51.3K | 0.09% | 108 |
|
|
2021
Q4 | $817K | Hold |
8,750
| – | – | 0.17% | 85 |
|
|
2021
Q3 | $687K | Buy |
8,750
+742
| +9% | +$58.3K | 0.1% | 112 |
|
|
2021
Q2 | $587K | Buy |
8,008
+356
| +5% | +$26.1K | 0.09% | 125 |
|
|
2021
Q1 | $579K | Buy |
7,652
+88
| +1% | +$6.66K | 0.13% | 105 |
|
|
2020
Q4 | $584K | Buy |
7,564
+5,709
| +308% | +$441K | 0.1% | 106 |
|
|
2020
Q3 | $515K | Buy |
1,855
+210
| +13% | +$58.3K | 0.1% | 111 |
|
|
2020
Q2 | $395K | Sell |
1,645
-300
| -15% | -$72K | 0.08% | 130 |
|
|
2020
Q1 | $468K | Hold |
1,945
| – | – | 0.13% | 90 |
|
|
2019
Q4 | $471K | Sell |
1,945
-21
| -1% | -$5.09K | 0.11% | 124 |
|
|
2019
Q3 | $458K | Sell |
1,966
-79
| -4% | -$18.4K | 0.11% | 123 |
|
|
2019
Q2 | $419K | Buy |
2,045
+290
| +17% | +$59.4K | 0.1% | 127 |
|
|
2019
Q1 | $339K | Buy |
1,755
+375
| +27% | +$72.4K | 0.08% | 137 |
|
|
2018
Q4 | $240K | Hold |
1,380
| – | – | 0.07% | 157 |
|
|
2018
Q3 | $231K | Hold |
1,380
| – | – | 0.03% | 194 |
|
|
2018
Q2 | $231K | Sell |
1,380
-4
| -0.3% | -$670 | 0.03% | 191 |
|
|
2018
Q1 | $226K | Sell |
1,384
-37
| -3% | -$6.04K | 0.03% | 198 |
|
|
2017
Q4 | $222K | Buy |
1,421
+47
| +3% | +$7.34K | 0.03% | 214 |
|
|
2017
Q3 | $201K | Buy |
+1,374
| New | +$201K | 0.02% | 203 |
|