Birch Hill Investment Advisors’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 | $9.32M | Buy |
134,255
+58,850
| +78% | +$4.09M | 0.41% | 41 |
|
|
2025
Q1 | $5.35M | Buy |
75,405
+1,329
| +2% | +$94.2K | 0.25% | 55 |
|
|
2024
Q4 | $5.31M | Buy |
74,076
+3,438
| +5% | +$246K | 0.25% | 56 |
|
|
2024
Q3 | $5.97M | Buy |
70,638
+1,050
| +2% | +$88.8K | 0.28% | 49 |
|
|
2024
Q2 | $4.93M | Buy |
69,588
+750
| +1% | +$53.1K | 0.24% | 57 |
|
|
2024
Q1 | $4.4M | Buy |
68,838
+2,415
| +4% | +$154K | 0.21% | 59 |
|
|
2023
Q4 | $4.03M | Sell |
66,423
-1,898
| -3% | -$115K | 0.21% | 58 |
|
|
2023
Q3 | $3.91M | Sell |
68,321
-500
| -0.7% | -$28.6K | 0.23% | 55 |
|
|
2023
Q2 | $5.11M | Buy |
68,821
+359
| +0.5% | +$26.6K | 0.29% | 51 |
|
|
2023
Q1 | $5.28M | Buy |
68,462
+305
| +0.4% | +$23.5K | 0.33% | 51 |
|
|
2022
Q4 | $5.7M | Hold |
68,157
| – | – | 0.36% | 47 |
|
|
2022
Q3 | $5.34M | Sell |
68,157
-1,400
| -2% | -$110K | 0.36% | 47 |
|
|
2022
Q2 | $5.39M | Buy |
69,557
+250
| +0.4% | +$19.4K | 0.34% | 50 |
|
|
2022
Q1 | $5.87M | Buy |
69,307
+120
| +0.2% | +$10.2K | 0.31% | 52 |
|
|
2021
Q4 | $6.46M | Buy |
69,187
+3,200
| +5% | +$299K | 0.32% | 54 |
|
|
2021
Q3 | $5.18M | Buy |
65,987
+440
| +0.7% | +$34.5K | 0.28% | 55 |
|
|
2021
Q2 | $4.8M | Buy |
65,547
+1,340
| +2% | +$98.2K | 0.26% | 57 |
|
|
2021
Q1 | $4.86M | Buy |
64,207
+1,535
| +2% | +$116K | 0.28% | 56 |
|
|
2020
Q4 | $4.84M | Hold |
62,672
| – | – | 0.29% | 53 |
|
|
2020
Q3 | $4.35M | Hold |
62,672
| – | – | 0.29% | 49 |
|
|
2020
Q2 | $3.76M | Hold |
62,672
| – | – | 0.28% | 48 |
|
|
2020
Q1 | $3.77M | Sell |
62,672
-400
| -0.6% | -$24.1K | 0.33% | 48 |
|
|
2019
Q4 | $3.82M | Sell |
63,072
-200
| -0.3% | -$12.1K | 0.25% | 54 |
|
|
2019
Q3 | $3.69M | Sell |
63,272
-400
| -0.6% | -$23.3K | 0.27% | 53 |
|
|
2019
Q2 | $3.26M | Hold |
63,672
| – | – | 0.24% | 56 |
|
|
2019
Q1 | $3.08M | Hold |
63,672
| – | – | 0.23% | 58 |
|
|
2018
Q4 | $2.77M | Hold |
63,672
| – | – | 0.24% | 57 |
|
|
2018
Q3 | $2.67M | Buy |
63,672
+3,600
| +6% | +$151K | 0.2% | 67 |
|
|
2018
Q2 | $2.51M | Hold |
60,072
| – | – | 0.2% | 64 |
|
|
2018
Q1 | $2.45M | Sell |
60,072
-400
| -0.7% | -$16.3K | 0.2% | 61 |
|
|
2017
Q4 | $2.36M | Buy |
60,472
+2,000
| +3% | +$78.1K | 0.2% | 62 |
|
|
2017
Q3 | $2.14M | Hold |
58,472
| – | – | 0.19% | 63 |
|
|
2017
Q2 | $2.05M | Hold |
58,472
| – | – | 0.18% | 61 |
|
|
2017
Q1 | $1.88M | Buy |
58,472
+1,200
| +2% | +$38.5K | 0.16% | 63 |
|
|
2016
Q4 | $1.71M | Sell |
57,272
-2,000
| -3% | -$59.7K | 0.16% | 64 |
|
|
2016
Q3 | $1.81M | Sell |
59,272
-8,400
| -12% | -$257K | 0.17% | 65 |
|
|
2016
Q2 | $2.21M | Sell |
67,672
-4,000
| -6% | -$130K | 0.22% | 58 |
|
|
2016
Q1 | $2.12M | Sell |
71,672
-400
| -0.6% | -$11.8K | 0.22% | 57 |
|
|
2015
Q4 | $1.87M | Hold |
72,072
| – | – | 0.2% | 62 |
|
|
2015
Q3 | $1.76M | Sell |
72,072
-800
| -1% | -$19.5K | 0.19% | 62 |
|
|
2015
Q2 | $1.79M | Sell |
72,872
-2,400
| -3% | -$58.8K | 0.18% | 66 |
|
|
2015
Q1 | $1.96M | Sell |
75,272
-6,840
| -8% | -$178K | 0.2% | 67 |
|
|
2014
Q4 | $2.18M | Sell |
82,112
-10,800
| -12% | -$287K | 0.22% | 64 |
|
|
2014
Q3 | $2.18M | Buy |
92,912
+736
| +0.8% | +$17.3K | 0.23% | 61 |
|
|
2014
Q2 | $2.36M | Sell |
92,176
-1,000
| -1% | -$25.6K | 0.25% | 61 |
|
|
2014
Q1 | $2.23M | Sell |
93,176
-7,856
| -8% | -$188K | 0.24% | 60 |
|
|
2013
Q4 | $2.16M | Sell |
101,032
-3,800
| -4% | -$81.4K | 0.23% | 65 |
|
|
2013
Q3 | $2.1M | Sell |
104,832
-12,360
| -11% | -$248K | 0.25% | 63 |
|
|
2013
Q2 | $2.39M | Buy |
+117,192
| New | +$2.39M | 0.3% | 61 |
|