West Oak Capital, LLC NEE Holdings History

Number of Shares
43,113.00
Current Holdings Value*
$2.99 Mil
% of Portfolio
1.36%
Total Estimate Gain
$3.13 Mil
% of Total Estimate Gain
67.21%

West Oak Capital, LLC's NextEra Energy Inc Holding Summary

As of 2025-06-30, West Oak Capital, LLC held 43,113.00 shares of NextEra Energy Inc(NEE), totaling $2.99 Mil. This investment constitutes 1.36% of their stock portfolio, and West Oak Capital, LLC now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2013Q4. And since then West Oak Capital, LLC has made 11 purchases of NEE, at an average price of $26.76, for a total of 174,089.00 shares. In addition, there have been 32 sales at an average price of $35.79 for 130,976.00 shares. Based on historical transaction data and NEE's current price of $71.97, West Oak Capital, LLC's estimated gain on his NEE holdings is $3.13 Mil, reflecting a 67.21% gain to date.

West Oak Capital, LLC NEE ($71.97) Holding Chart

West Oak Capital, LLC NEE ($71.97) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1