Amica Retiree Medical Trust’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Hold |
8,266
| – | – | 0.83% | 35 |
|
|
2025
Q1 | $586K | Sell |
8,266
-1,974
| -19% | -$140K | 0.9% | 35 |
|
|
2024
Q4 | $734K | Sell |
10,240
-889
| -8% | -$63.7K | 0.7% | 39 |
|
|
2024
Q3 | $941K | Buy |
+11,129
| New | +$941K | 0.78% | 35 |
|
|
2023
Q3 | $711K | Buy |
12,410
+3,463
| +39% | +$198K | 0.84% | 43 |
|
|
2023
Q2 | $664K | Hold |
8,947
| – | – | 0.74% | 51 |
|
|
2023
Q1 | $690K | Buy |
8,947
+5,388
| +151% | +$416K | 0.73% | 52 |
|
|
2022
Q4 | $298K | Sell |
3,559
-858
| -19% | -$71.8K | 0.38% | 80 |
|
|
2022
Q3 | $346K | Sell |
4,417
-6,751
| -60% | -$529K | 0.43% | 81 |
|
|
2022
Q2 | $865K | Buy |
11,168
+3,148
| +39% | +$244K | 0.98% | 35 |
|
|
2022
Q1 | $679K | Buy |
8,020
+3,188
| +66% | +$270K | 0.64% | 56 |
|
|
2021
Q4 | $451K | Sell |
4,832
-799
| -14% | -$74.6K | 0.38% | 82 |
|
|
2021
Q3 | $442K | Buy |
5,631
+986
| +21% | +$77.4K | 0.4% | 80 |
|
|
2021
Q2 | $340K | Hold |
4,645
| – | – | 0.22% | 100 |
|
|
2021
Q1 | $351K | Buy |
+4,645
| New | +$351K | 0.24% | 102 |
|
|
2018
Q2 | – | Sell |
-8,748
| Closed | -$357K | – | 358 |
|
|
2018
Q1 | $357K | Sell |
8,748
-1,452
| -14% | -$59.3K | 0.31% | 105 |
|
|
2017
Q4 | $398K | Hold |
10,200
| – | – | 0.3% | 100 |
|
|
2017
Q3 | $374K | Sell |
10,200
-836
| -8% | -$30.7K | 0.29% | 102 |
|
|
2017
Q2 | $387K | Hold |
11,036
| – | – | 0.32% | 106 |
|
|
2017
Q1 | $354K | Hold |
11,036
| – | – | 0.29% | 106 |
|
|
2016
Q4 | $330K | Buy |
+11,036
| New | +$330K | 0.26% | 118 |
|