BTW
Boston Trust Walden’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
31,731
-273
| -0.9% | -$19K | 0.02% | 248 |
|
|
2025
Q1 | $2.27M | Buy |
32,004
+500
| +2% | +$35.4K | 0.02% | 244 |
|
|
2024
Q4 | $2.26M | Buy |
31,504
+784
| +3% | +$56.2K | 0.02% | 248 |
|
|
2024
Q3 | $2.6M | Buy |
30,720
+130
| +0.4% | +$11K | 0.02% | 245 |
|
|
2024
Q2 | $2.17M | Hold |
30,590
| – | – | 0.02% | 244 |
|
|
2024
Q1 | $1.96M | Sell |
30,590
-1,600
| -5% | -$102K | 0.01% | 246 |
|
|
2023
Q4 | $1.96M | Sell |
32,190
-2,174
| -6% | -$132K | 0.01% | 248 |
|
|
2023
Q3 | $1.97M | Hold |
34,364
| – | – | 0.02% | 244 |
|
|
2023
Q2 | $2.55M | Buy |
34,364
+4,509
| +15% | +$335K | 0.02% | 238 |
|
|
2023
Q1 | $2.3M | Hold |
29,855
| – | – | 0.02% | 243 |
|
|
2022
Q4 | $2.5M | Buy |
29,855
+194
| +0.7% | +$16.2K | 0.02% | 245 |
|
|
2022
Q3 | $2.33M | Sell |
29,661
-1,056
| -3% | -$82.8K | 0.02% | 246 |
|
|
2022
Q2 | $2.38M | Buy |
30,717
+1,667
| +6% | +$129K | 0.02% | 249 |
|
|
2022
Q1 | $2.46M | Buy |
29,050
+1,968
| +7% | +$167K | 0.02% | 252 |
|
|
2021
Q4 | $2.53M | Buy |
27,082
+4,046
| +18% | +$378K | 0.02% | 257 |
|
|
2021
Q3 | $1.81M | Sell |
23,036
-610
| -3% | -$47.9K | 0.02% | 260 |
|
|
2021
Q2 | $1.73M | Buy |
23,646
+3,214
| +16% | +$236K | 0.02% | 266 |
|
|
2021
Q1 | $1.55M | Buy |
20,432
+760
| +4% | +$57.5K | 0.02% | 264 |
|
|
2020
Q4 | $1.52M | Buy |
19,672
+14,849
| +308% | +$1.15M | 0.02% | 267 |
|
|
2020
Q3 | $1.34M | Sell |
4,823
-44
| -0.9% | -$12.2K | 0.02% | 272 |
|
|
2020
Q2 | $1.17M | Sell |
4,867
-298
| -6% | -$71.6K | 0.02% | 274 |
|
|
2020
Q1 | $1.24M | Sell |
5,165
-513
| -9% | -$123K | 0.02% | 269 |
|
|
2019
Q4 | $1.38M | Buy |
5,678
+966
| +21% | +$234K | 0.02% | 282 |
|
|
2019
Q3 | $1.1M | Buy |
4,712
+205
| +5% | +$47.8K | 0.01% | 284 |
|
|
2019
Q2 | $923K | Sell |
4,507
-1
| -0% | -$205 | 0.01% | 301 |
|
|
2019
Q1 | $871K | Sell |
4,508
-602
| -12% | -$116K | 0.01% | 303 |
|
|
2018
Q4 | $888K | Hold |
5,110
| – | – | 0.01% | 300 |
|
|
2018
Q3 | $856K | Hold |
5,110
| – | – | 0.01% | 310 |
|
|
2018
Q2 | $854K | Sell |
5,110
-7
| -0.1% | -$1.17K | 0.01% | 308 |
|
|
2018
Q1 | $836K | Buy |
5,117
+130
| +3% | +$21.2K | 0.01% | 309 |
|
|
2017
Q4 | $779K | Buy |
4,987
+690
| +16% | +$108K | 0.01% | 316 |
|
|
2017
Q3 | $630K | Hold |
4,297
| – | – | 0.01% | 327 |
|
|
2017
Q2 | $602K | Buy |
4,297
+1,300
| +43% | +$182K | 0.01% | 324 |
|
|
2017
Q1 | $385K | Buy |
2,997
+162
| +6% | +$20.8K | 0.01% | 330 |
|
|
2016
Q4 | $339K | Sell |
2,835
-15
| -0.5% | -$1.79K | 0.01% | 330 |
|
|
2016
Q3 | $349K | Hold |
2,850
| – | – | 0.01% | 325 |
|
|
2016
Q2 | $372K | Buy |
2,850
+60
| +2% | +$7.83K | 0.01% | 323 |
|
|
2016
Q1 | $330K | Hold |
2,790
| – | – | 0.01% | 329 |
|
|
2015
Q4 | $290K | Hold |
2,790
| – | – | 0.01% | 332 |
|
|
2015
Q3 | $272K | Sell |
2,790
-609
| -18% | -$59.4K | ﹤0.01% | 340 |
|
|
2015
Q2 | $333K | Buy |
3,399
+774
| +29% | +$75.8K | 0.01% | 330 |
|
|
2015
Q1 | $273K | Buy |
2,625
+225
| +9% | +$23.4K | ﹤0.01% | 333 |
|
|
2014
Q4 | $255K | Hold |
2,400
| – | – | ﹤0.01% | 336 |
|
|
2014
Q3 | $225K | Hold |
2,400
| – | – | ﹤0.01% | 333 |
|
|
2014
Q2 | $246K | Hold |
2,400
| – | – | ﹤0.01% | 329 |
|
|
2014
Q1 | $229K | Hold |
2,400
| – | – | ﹤0.01% | 317 |
|
|
2013
Q4 | $205K | Sell |
2,400
-1,000
| -29% | -$85.4K | ﹤0.01% | 330 |
|
|
2013
Q3 | $273K | Hold |
3,400
| – | – | ﹤0.01% | 306 |
|
|
2013
Q2 | $277K | Buy |
+3,400
| New | +$277K | ﹤0.01% | 300 |
|