LNWWM
Laird Norton Wetherby Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
+36,371
| New | +$2.52M | 0.11% | 179 |
|
|
2024
Q4 | $2.58M | Sell |
36,011
-2,148
| -6% | -$154K | 0.12% | 157 |
|
|
2024
Q3 | $3.23M | Sell |
38,159
-320
| -0.8% | -$27.1K | 0.15% | 128 |
|
|
2024
Q2 | $2.72M | Buy |
38,479
+3,072
| +9% | +$218K | 0.13% | 154 |
|
|
2024
Q1 | $2.26M | Sell |
35,407
-2,281
| -6% | -$146K | 0.11% | 199 |
|
|
2023
Q4 | $2.29M | Sell |
37,688
-3,231
| -8% | -$196K | 0.12% | 170 |
|
|
2023
Q3 | $2.34M | Sell |
40,919
-4,222
| -9% | -$242K | 0.13% | 144 |
|
|
2023
Q2 | $3.35M | Sell |
45,141
-2,713
| -6% | -$201K | 0.18% | 106 |
|
|
2023
Q1 | $3.69M | Sell |
47,854
-1,754
| -4% | -$135K | 0.22% | 87 |
|
|
2022
Q4 | $4.15M | Sell |
49,608
-1,486
| -3% | -$124K | 0.27% | 67 |
|
|
2022
Q3 | $4.01M | Buy |
51,094
+6,050
| +13% | +$474K | 0.28% | 62 |
|
|
2022
Q2 | $3.49M | Sell |
45,044
-55
| -0.1% | -$4.26K | 0.24% | 77 |
|
|
2022
Q1 | $3.82M | Buy |
45,099
+1,149
| +3% | +$97.3K | 0.22% | 87 |
|
|
2021
Q4 | $4.1M | Buy |
43,950
+1,182
| +3% | +$110K | 0.23% | 80 |
|
|
2021
Q3 | $3.36M | Buy |
42,768
+421
| +1% | +$33.1K | 0.21% | 92 |
|
|
2021
Q2 | $3.1M | Buy |
42,347
+215
| +0.5% | +$15.8K | 0.19% | 99 |
|
|
2021
Q1 | $3.19M | Buy |
42,132
+508
| +1% | +$38.4K | 0.24% | 80 |
|
|
2020
Q4 | $3.21M | Buy |
41,624
+31,529
| +312% | +$2.43M | 0.22% | 84 |
|
|
2020
Q3 | $2.8M | Sell |
10,095
-24
| -0.2% | -$6.66K | 0.25% | 83 |
|
|
2020
Q2 | $2.43M | Buy |
10,119
+216
| +2% | +$51.9K | 0.23% | 88 |
|
|
2020
Q1 | $2.38M | Buy |
9,903
+309
| +3% | +$74.4K | 0.27% | 83 |
|
|
2019
Q4 | $2.32M | Sell |
9,594
-90
| -0.9% | -$21.8K | 0.23% | 98 |
|
|
2019
Q3 | $2.26M | Buy |
9,684
+361
| +4% | +$84.1K | 0.24% | 96 |
|
|
2019
Q2 | $1.91M | Buy |
9,323
+271
| +3% | +$55.5K | 0.21% | 109 |
|
|
2019
Q1 | $1.75M | Buy |
9,052
+1,142
| +14% | +$221K | 0.22% | 104 |
|
|
2018
Q4 | $1.37M | Buy |
7,910
+129
| +2% | +$22.4K | 0.19% | 119 |
|
|
2018
Q3 | $1.3M | Sell |
7,781
-567
| -7% | -$95K | 0.16% | 139 |
|
|
2018
Q2 | $1.39M | Buy |
8,348
+283
| +4% | +$47.3K | 0.19% | 116 |
|
|
2018
Q1 | $1.32M | Buy |
8,065
+478
| +6% | +$78.1K | 0.18% | 120 |
|
|
2017
Q4 | $1.19M | Buy |
7,587
+256
| +3% | +$40K | 0.16% | 141 |
|
|
2017
Q3 | $1.07M | Buy |
7,331
+264
| +4% | +$38.7K | 0.16% | 147 |
|
|
2017
Q2 | $990K | Buy |
7,067
+654
| +10% | +$91.6K | 0.17% | 145 |
|
|
2017
Q1 | $823K | Buy |
6,413
+473
| +8% | +$60.7K | 0.15% | 167 |
|
|
2016
Q4 | $709K | Buy |
5,940
+364
| +7% | +$43.4K | 0.14% | 177 |
|
|
2016
Q3 | $682K | Buy |
5,576
+191
| +4% | +$23.4K | 0.14% | 181 |
|
|
2016
Q2 | $702K | Buy |
5,385
+51
| +1% | +$6.65K | 0.16% | 155 |
|
|
2016
Q1 | $631K | Sell |
5,334
-534
| -9% | -$63.2K | 0.15% | 161 |
|
|
2015
Q4 | $610K | Sell |
5,868
-227
| -4% | -$23.6K | 0.15% | 160 |
|
|
2015
Q3 | $595K | Buy |
6,095
+794
| +15% | +$77.5K | 0.15% | 160 |
|
|
2015
Q2 | $520K | Sell |
5,301
-102
| -2% | -$10K | 0.13% | 200 |
|
|
2015
Q1 | $562K | Buy |
5,403
+204
| +4% | +$21.2K | 0.14% | 177 |
|
|
2014
Q4 | $553K | Buy |
5,199
+370
| +8% | +$39.4K | 0.14% | 169 |
|
|
2014
Q3 | $454K | Buy |
4,829
+26
| +0.5% | +$2.44K | 0.13% | 195 |
|
|
2014
Q2 | $493K | Sell |
4,803
-767
| -14% | -$78.7K | 0.14% | 180 |
|
|
2014
Q1 | $532K | Sell |
5,570
-90
| -2% | -$8.6K | 0.15% | 171 |
|
|
2013
Q4 | $484K | Sell |
5,660
-209
| -4% | -$17.9K | 0.14% | 182 |
|
|
2013
Q3 | $471K | Buy |
5,869
+600
| +11% | +$48.2K | 0.15% | 171 |
|
|
2013
Q2 | $429K | Buy |
+5,269
| New | +$429K | 0.15% | 159 |
|