A detailed history of Willow Creek Wealth Management Inc. transactions in Nextera Energy Inc stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 3,539 shares of NEE stock, worth $254,631. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,539
Previous 3,503 1.03%
Holding current value
$254,631
Previous $248,000 1.21%
% of portfolio
0.02%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025

BUY
$64.11 - $75.0 $2,307 - $2,700
36 Added 1.03%
3,539 $245,000
Q1 2025

Jul 16, 2025

SELL
$66.96 - $76.16 $7,097 - $8,072
-106 Reduced 2.94%
3,503 $248,000
Q4 2024

Feb 14, 2025

SELL
$69.77 - $85.43 $11,023 - $13,497
-158 Reduced 4.19%
3,609 $258,000
Q3 2024

Jul 25, 2025

BUY
$69.9 - $84.97 $2,027 - $2,464
29 Added 0.81%
3,609 $305,000
Q2 2024

Jul 25, 2025

BUY
$61.7 - $80.02 $2,529 - $3,280
41 Added 1.16%
3,580 $253,000
Q1 2024

Jul 25, 2025

BUY
$54.97 - $63.91 $18,579 - $21,601
338 Added 9.55%
3,877 $247,000
Q4 2023

Apr 01, 2024

SELL
$49.32 - $62.78 $14,993 - $19,085
-304 Reduced 7.47%
3,767 $228,000
Q3 2023

Nov 20, 2023

SELL
$57.08 - $75.9 $12,785 - $17,001
-224 Reduced 5.22%
4,071 $233,000
Q1 2023

Apr 24, 2023

SELL
$69.87 - $85.74 $489 - $600
-7 Reduced 0.16%
4,295 $331,000
Q4 2022

Mar 01, 2023

SELL
$70.64 - $87.15 $18,225 - $22,484
-258 Reduced 5.66%
4,302 $360,000
Q3 2022

Oct 31, 2022

BUY
$54.18 - $90.81 $53,638 - $89,901
990 Added 27.73%
4,560 $358,000
Q1 2022

May 02, 2022

SELL
$72.32 - $91.66 $14,608 - $18,515
-202 Reduced 5.36%
3,570 $302,000
Q4 2021

Mar 24, 2022

BUY
$77.83 - $93.36 $1,634 - $1,960
21 Added 0.56%
3,772 $352,000
Q2 2021

Nov 16, 2021

BUY
$71.54 - $80.94 $1,144 - $1,295
16 Added 0.43%
3,751 $275,000
Q1 2021

May 17, 2021

BUY
$70.7 - $86.87 $264,064 - $324,459
3,735 New
3,735 $282,000

Others Institutions Holding NEE

About NEXTERA ENERGY INC


  • Ticker NEE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,964,780,032
  • Market Cap $141B
  • Description
  • NextEra Energy, Inc., through its subsidiaries, generates, transmits, distributes, and sells electric power to retail and wholesale customers in North America. The company generates electricity through wind, solar, nuclear, coal, and natural gas facilities. It also develops, constructs, and operates long-term contracted assets that consists of c...
More about NEE
Track This Portfolio

Track Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.