Choate 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 | $3.26M | Sell |
47,023
-6,462
| -12% | -$449K | 0.07% | 111 |
|
|
2025
Q1 | $3.79M | Buy |
53,485
+215
| +0.4% | +$15.2K | 0.09% | 95 |
|
|
2024
Q4 | $3.82M | Buy |
53,270
+2,210
| +4% | +$158K | 0.09% | 98 |
|
|
2024
Q3 | $4.32M | Buy |
51,060
+588
| +1% | +$49.7K | 0.11% | 89 |
|
|
2024
Q2 | $3.57M | Sell |
50,472
-3,558
| -7% | -$252K | 0.09% | 100 |
|
|
2024
Q1 | $3.45M | Buy |
54,030
+3,892
| +8% | +$249K | 0.09% | 111 |
|
|
2023
Q4 | $3.05M | Buy |
50,138
+4,950
| +11% | +$301K | 0.09% | 107 |
|
|
2023
Q3 | $2.59M | Buy |
45,188
+19,871
| +78% | +$1.14M | 0.1% | 91 |
|
|
2023
Q2 | $1.88M | Buy |
25,317
+5,270
| +26% | +$391K | 0.08% | 99 |
|
|
2023
Q1 | $1.55M | Buy |
20,047
+821
| +4% | +$63.3K | 0.07% | 101 |
|
|
2022
Q4 | $1.61M | Sell |
19,226
-32
| -0.2% | -$2.68K | 0.1% | 90 |
|
|
2022
Q3 | $1.51M | Buy |
19,258
+650
| +3% | +$51K | 0.1% | 84 |
|
|
2022
Q2 | $1.44M | Sell |
18,608
-869
| -4% | -$67.3K | 0.09% | 92 |
|
|
2022
Q1 | $1.65M | Sell |
19,477
-984
| -5% | -$83.4K | 0.09% | 100 |
|
|
2021
Q4 | $1.91M | Buy |
20,461
+58
| +0.3% | +$5.42K | 0.11% | 84 |
|
|
2021
Q3 | $1.6M | Buy |
20,403
+237
| +1% | +$18.6K | 0.1% | 84 |
|
|
2021
Q2 | $1.48M | Buy |
20,166
+2,918
| +17% | +$214K | 0.09% | 91 |
|
|
2021
Q1 | $1.3M | Buy |
17,248
+1,084
| +7% | +$82K | 0.08% | 99 |
|
|
2020
Q4 | $1.25M | Sell |
16,164
-4,356
| -21% | -$336K | 0.08% | 91 |
|
|
2020
Q3 | $1.42M | Sell |
20,520
-444
| -2% | -$30.8K | 0.09% | 84 |
|
|
2020
Q2 | $1.26M | Hold |
20,964
| – | – | 0.09% | 86 |
|
|
2020
Q1 | $1.26M | Sell |
20,964
-200
| -0.9% | -$12K | 0.1% | 86 |
|
|
2019
Q4 | $1.28M | Sell |
21,164
-23,944
| -53% | -$1.45M | 0.08% | 99 |
|
|
2019
Q3 | $2.63M | Buy |
45,108
+1,064
| +2% | +$62K | 0.16% | 67 |
|
|
2019
Q2 | $2.26M | Buy |
44,044
+288
| +0.7% | +$14.8K | 0.14% | 73 |
|
|
2019
Q1 | $2.12M | Buy |
43,756
+9,580
| +28% | +$463K | 0.13% | 76 |
|
|
2018
Q4 | $1.49M | Sell |
34,176
-4,896
| -13% | -$213K | 0.1% | 85 |
|
|
2018
Q3 | $1.64M | Buy |
39,072
+2,660
| +7% | +$111K | 0.09% | 71 |
|
|
2018
Q2 | $1.52M | Sell |
36,412
-2,888
| -7% | -$121K | 0.09% | 87 |
|
|
2018
Q1 | $1.6M | Sell |
39,300
-712
| -2% | -$29.1K | 0.09% | 91 |
|
|
2017
Q4 | $1.56M | Buy |
40,012
+3,756
| +10% | +$147K | 0.08% | 96 |
|
|
2017
Q3 | $1.33M | Sell |
36,256
-8,488
| -19% | -$311K | 0.07% | 101 |
|
|
2017
Q2 | $1.57M | Sell |
44,744
-1,632
| -4% | -$57.2K | 0.09% | 90 |
|
|
2017
Q1 | $1.49M | Hold |
46,376
| – | – | 0.09% | 91 |
|
|
2016
Q4 | $1.39M | Sell |
46,376
-68
| -0.1% | -$2.03K | 0.09% | 90 |
|
|
2016
Q3 | $1.42M | Buy |
46,444
+4,508
| +11% | +$138K | 0.09% | 95 |
|
|
2016
Q2 | $1.37M | Sell |
41,936
-14,140
| -25% | -$461K | 0.09% | 94 |
|
|
2016
Q1 | $1.66M | Buy |
56,076
+2,288
| +4% | +$67.7K | 0.11% | 83 |
|
|
2015
Q4 | $1.43M | Buy |
53,788
+6,520
| +14% | +$173K | 0.1% | 97 |
|
|
2015
Q3 | $1.15M | Sell |
47,268
-420
| -0.9% | -$10.2K | 0.08% | 97 |
|
|
2015
Q2 | $1.17M | Sell |
47,688
-160
| -0.3% | -$3.92K | 0.07% | 97 |
|
|
2015
Q1 | $1.24M | Sell |
47,848
-5,940
| -11% | -$155K | 0.07% | 104 |
|
|
2014
Q4 | $1.43M | Sell |
53,788
-28,396
| -35% | -$755K | 0.08% | 96 |
|
|
2014
Q3 | $1.93M | Sell |
82,184
-2,092
| -2% | -$49.1K | 0.12% | 83 |
|
|
2014
Q2 | $2.16M | Sell |
84,276
-41,180
| -33% | -$1.06M | 0.13% | 79 |
|
|
2014
Q1 | $3M | Sell |
125,456
-2,036
| -2% | -$48.7K | 0.19% | 62 |
|
|
2013
Q4 | $2.73M | Sell |
127,492
-200
| -0.2% | -$4.28K | 0.18% | 70 |
|
|
2013
Q3 | $2.56M | Sell |
127,692
-4,544
| -3% | -$91.1K | 0.19% | 72 |
|
|
2013
Q2 | $2.69M | Buy |
+132,236
| New | +$2.69M | 0.22% | 67 |
|