Hemenway Trust Hemenway 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 | $7.81M | Sell |
112,514
-395
| -0.3% | -$27.4K | 0.6% | 37 |
|
|
2025
Q1 | $8M | Buy |
112,909
+8,929
| +9% | +$633K | 0.65% | 35 |
|
|
2024
Q4 | $7.45M | Buy |
103,980
+6,547
| +7% | +$469K | 0.6% | 36 |
|
|
2024
Q3 | $8.24M | Buy |
97,433
+7,787
| +9% | +$658K | 0.65% | 37 |
|
|
2024
Q2 | $6.35M | Buy |
89,646
+4,641
| +5% | +$329K | 0.54% | 34 |
|
|
2024
Q1 | $5.43M | Buy |
85,005
+15,729
| +23% | +$1.01M | 0.47% | 39 |
|
|
2023
Q4 | $4.21M | Buy |
69,276
+20,580
| +42% | +$1.25M | 0.4% | 38 |
|
|
2023
Q3 | $2.79M | Sell |
48,696
-2,222
| -4% | -$127K | 0.29% | 45 |
|
|
2023
Q2 | $3.78M | Buy |
50,918
+2,309
| +5% | +$171K | 0.37% | 41 |
|
|
2023
Q1 | $3.75M | Buy |
48,609
+973
| +2% | +$75K | 0.4% | 41 |
|
|
2022
Q4 | $3.98M | Buy |
47,636
+5,272
| +12% | +$441K | 0.44% | 42 |
|
|
2022
Q3 | $3.32M | Buy |
42,364
+1,533
| +4% | +$120K | 0.39% | 44 |
|
|
2022
Q2 | $3.16M | Buy |
40,831
+7,253
| +22% | +$562K | 0.36% | 45 |
|
|
2022
Q1 | $2.84M | Buy |
33,578
+4,702
| +16% | +$398K | 0.27% | 48 |
|
|
2021
Q4 | $2.7M | Buy |
28,876
+1,511
| +6% | +$141K | 0.25% | 50 |
|
|
2021
Q3 | $2.15M | Buy |
27,365
+2,298
| +9% | +$180K | 0.22% | 50 |
|
|
2021
Q2 | $1.84M | Buy |
25,067
+6,983
| +39% | +$512K | 0.19% | 55 |
|
|
2021
Q1 | $1.37M | Buy |
18,084
+528
| +3% | +$39.9K | 0.15% | 66 |
|
|
2020
Q4 | $1.35M | Buy |
17,556
+3,184
| +22% | +$246K | 0.15% | 63 |
|
|
2020
Q3 | $997K | Buy |
14,372
+3,676
| +34% | +$255K | 0.13% | 66 |
|
|
2020
Q2 | $642K | Buy |
10,696
+288
| +3% | +$17.3K | 0.09% | 77 |
|
|
2020
Q1 | $626K | Buy |
10,408
+748
| +8% | +$45K | 0.11% | 72 |
|
|
2019
Q4 | $585K | Buy |
9,660
+200
| +2% | +$12.1K | 0.08% | 81 |
|
|
2019
Q3 | $551K | Sell |
9,460
-748
| -7% | -$43.6K | 0.09% | 78 |
|
|
2019
Q2 | $523K | Buy |
10,208
+3,000
| +42% | +$154K | 0.08% | 84 |
|
|
2019
Q1 | $348K | Buy |
7,208
+700
| +11% | +$33.8K | 0.06% | 103 |
|
|
2018
Q4 | $283K | Sell |
6,508
-500
| -7% | -$21.7K | 0.06% | 105 |
|
|
2018
Q3 | $294K | Hold |
7,008
| – | – | 0.05% | 109 |
|
|
2018
Q2 | $293K | Hold |
7,008
| – | – | 0.05% | 113 |
|
|
2018
Q1 | $286K | Sell |
7,008
-5,232
| -43% | -$214K | 0.05% | 120 |
|
|
2017
Q4 | $478K | Hold |
12,240
| – | – | 0.09% | 98 |
|
|
2017
Q3 | $448K | Sell |
12,240
-240
| -2% | -$8.78K | 0.09% | 88 |
|
|
2017
Q2 | $437K | Buy |
12,480
+1,200
| +11% | +$42K | 0.1% | 89 |
|
|
2017
Q1 | $362K | Sell |
11,280
-1,200
| -10% | -$38.5K | 0.08% | 95 |
|
|
2016
Q4 | $373K | Hold |
12,480
| – | – | 0.09% | 91 |
|
|
2016
Q3 | $382K | Buy |
12,480
+400
| +3% | +$12.2K | 0.1% | 94 |
|
|
2016
Q2 | $394K | Sell |
12,080
-120
| -1% | -$3.91K | 0.1% | 88 |
|
|
2016
Q1 | $361K | Hold |
12,200
| – | – | 0.1% | 95 |
|
|
2015
Q4 | $317K | Sell |
12,200
-344
| -3% | -$8.94K | 0.08% | 115 |
|
|
2015
Q3 | $306K | Sell |
12,544
-1,000
| -7% | -$24.4K | 0.08% | 123 |
|
|
2015
Q2 | $332K | Hold |
13,544
| – | – | 0.09% | 130 |
|
|
2015
Q1 | $352K | Hold |
13,544
| – | – | 0.09% | 124 |
|
|
2014
Q4 | $360K | Sell |
13,544
-400
| -3% | -$10.6K | 0.11% | 99 |
|
|
2014
Q3 | $327K | Sell |
13,944
-56
| -0.4% | -$1.31K | 0.1% | 106 |
|
|
2014
Q2 | $359K | Sell |
14,000
-400
| -3% | -$10.3K | 0.11% | 103 |
|
|
2014
Q1 | $344K | Hold |
14,400
| – | – | 0.11% | 101 |
|
|
2013
Q4 | $308K | Buy |
14,400
+12,000
| +500% | +$257K | 0.1% | 113 |
|
|
2013
Q3 | $48K | Sell |
2,400
-444
| -16% | -$8.88K | 0.02% | 159 |
|
|
2013
Q2 | $58K | Buy |
+2,844
| New | +$58K | 0.02% | 130 |
|