WMS Partners’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
Q1 | – | Sell |
-5,457
| Closed | -$391K | – | 181 |
|
|
2024
Q4 | $391K | Buy |
5,457
+402
| +8% | +$31.2K | 0.02% | 213 |
|
|
2024
Q3 | $427K | Buy |
5,055
+2,193
| +77% | +$171K | 0.02% | 196 |
|
|
2024
Q2 | $203K | Buy |
+2,862
| New | +$203K | 0.01% | 252 |
|
|
2023
Q4 | – | Sell |
-5,366
| Closed | -$307K | – | 268 |
|
|
2023
Q3 | $307K | Sell |
5,366
-1,465
| -21% | -$101K | 0.02% | 201 |
|
|
2023
Q2 | $507K | Sell |
6,831
-169
| -2% | -$12.8K | 0.04% | 159 |
|
|
2023
Q1 | $540K | Sell |
7,000
-221
| -3% | -$17K | 0.05% | 145 |
|
|
2022
Q4 | $604K | Hold |
7,221
| – | – | 0.06% | 135 |
|
|
2022
Q3 | $566K | Sell |
7,221
-958
| -12% | -$81.3K | 0.08% | 128 |
|
|
2022
Q2 | $634K | Buy |
8,179
+34
| +0.4% | +$2.59K | 0.1% | 117 |
|
|
2022
Q1 | $690K | Sell |
8,145
-605
| -7% | -$48.5K | 0.09% | 108 |
|
|
2021
Q4 | $817K | Hold |
8,750
| – | – | 0.17% | 87 |
|
|
2021
Q3 | $687K | Buy |
8,750
+742
| +9% | +$59.8K | 0.1% | 112 |
|
|
2021
Q2 | $587K | Buy |
8,008
+356
| +5% | +$26.7K | 0.09% | 126 |
|
|
2021
Q1 | $579K | Buy |
7,652
+88
| +1% | +$6.87K | 0.13% | 107 |
|
|
2020
Q4 | $584K | Buy |
7,564
+144
| +2% | +$10.8K | 0.1% | 108 |
|
|
2020
Q3 | $515K | Buy |
7,420
+840
| +13% | +$58K | 0.1% | 113 |
|
|
2020
Q2 | $395K | Sell |
6,580
-1,200
| -15% | -$71.8K | 0.08% | 132 |
|
|
2020
Q1 | $468K | Hold |
7,780
| – | – | 0.13% | 90 |
|
|
2019
Q4 | $471K | Sell |
7,780
-84
| -1% | -$4.9K | 0.11% | 127 |
|
|
2019
Q3 | $458K | Sell |
7,864
-316
| -4% | -$17.1K | 0.11% | 126 |
|
|
2019
Q2 | $419K | Buy |
8,180
+1,160
| +17% | +$57.1K | 0.1% | 128 |
|
|
2019
Q1 | $339K | Buy |
7,020
+1,500
| +27% | +$68.6K | 0.08% | 138 |
|
|
2018
Q4 | $240K | Hold |
5,520
| – | – | 0.07% | 160 |
|
|
2018
Q3 | $231K | Hold |
5,520
| – | – | 0.03% | 195 |
|
|
2018
Q2 | $231K | Sell |
5,520
-16
| -0.3% | -$646 | 0.03% | 192 |
|
|
2018
Q1 | $226K | Sell |
5,536
-148
| -3% | -$5.71K | 0.03% | 199 |
|
|
2017
Q4 | $222K | Buy |
5,684
+188
| +3% | +$7.26K | 0.03% | 216 |
|
|
2017
Q3 | $201K | Buy |
+5,496
| New | +$201K | 0.02% | 205 |
|
Other funds holding NEE
WMS Partners's NEE Position: Q1 2025 in Review
WMS Partners sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 5,457 shares — an estimated $391K sold.
WMS Partners first reported a position in NEE in Q3 2017 and held it in 28 quarters. The position peaked at $817K in Q4 2021. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.
- WMS Partners reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
- WMS Partners sold 5,457 NextEra Energy shares in Q1 2025, an estimated $391K.
- WMS Partners first reported a position in NextEra Energy in Q3 2017 and held it in 28 quarters.
- WMS Partners's NextEra Energy position peaked at $817K in Q4 2021.
- 2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.
Based on WMS Partners's 13F filing for Q1 2025.