Laird Norton Wetherby Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.71M | Sell |
35,893
-478
| -1% | -$34.9K | 0.11% | 177 |
|
|
2025
Q2 | $2.52M | Buy |
+36,371
| New | +$2.53M | 0.11% | 179 |
|
|
2024
Q4 | $2.58M | Sell |
36,011
-2,148
| -6% | -$167K | 0.12% | 157 |
|
|
2024
Q3 | $3.23M | Sell |
38,159
-320
| -0.8% | -$25K | 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% | -$134K | 0.11% | 199 |
|
|
2023
Q4 | $2.29M | Sell |
37,688
-3,231
| -8% | -$184K | 0.12% | 170 |
|
|
2023
Q3 | $2.34M | Sell |
40,919
-4,222
| -9% | -$292K | 0.13% | 144 |
|
|
2023
Q2 | $3.35M | Sell |
45,141
-2,713
| -6% | -$205K | 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% | -$120K | 0.27% | 67 |
|
|
2022
Q3 | $4.01M | Buy |
51,094
+6,050
| +13% | +$513K | 0.28% | 62 |
|
|
2022
Q2 | $3.49M | Sell |
45,044
-55
| -0.1% | -$4.19K | 0.24% | 77 |
|
|
2022
Q1 | $3.82M | Buy |
45,099
+1,149
| +3% | +$92.1K | 0.22% | 87 |
|
|
2021
Q4 | $4.1M | Buy |
43,950
+1,182
| +3% | +$102K | 0.23% | 80 |
|
|
2021
Q3 | $3.36M | Buy |
42,768
+421
| +1% | +$34K | 0.21% | 92 |
|
|
2021
Q2 | $3.1M | Buy |
42,347
+215
| +0.5% | +$16.1K | 0.19% | 99 |
|
|
2021
Q1 | $3.19M | Buy |
42,132
+508
| +1% | +$39.6K | 0.24% | 80 |
|
|
2020
Q4 | $3.21M | Buy |
41,624
+1,244
| +3% | +$93.1K | 0.22% | 84 |
|
|
2020
Q3 | $2.8M | Sell |
40,380
-96
| -0.2% | -$6.63K | 0.25% | 83 |
|
|
2020
Q2 | $2.43M | Buy |
40,476
+864
| +2% | +$51.7K | 0.23% | 88 |
|
|
2020
Q1 | $2.38M | Buy |
39,612
+1,236
| +3% | +$77.7K | 0.27% | 83 |
|
|
2019
Q4 | $2.32M | Sell |
38,376
-360
| -0.9% | -$21K | 0.23% | 98 |
|
|
2019
Q3 | $2.26M | Buy |
38,736
+1,444
| +4% | +$78.1K | 0.24% | 96 |
|
|
2019
Q2 | $1.91M | Buy |
37,292
+1,084
| +3% | +$53.3K | 0.21% | 109 |
|
|
2019
Q1 | $1.75M | Buy |
36,208
+4,568
| +14% | +$209K | 0.22% | 104 |
|
|
2018
Q4 | $1.37M | Buy |
31,640
+516
| +2% | +$22.6K | 0.19% | 119 |
|
|
2018
Q3 | $1.3M | Sell |
31,124
-2,268
| -7% | -$96.5K | 0.16% | 139 |
|
|
2018
Q2 | $1.39M | Buy |
33,392
+1,132
| +4% | +$45.7K | 0.19% | 116 |
|
|
2018
Q1 | $1.32M | Buy |
32,260
+1,912
| +6% | +$73.7K | 0.18% | 120 |
|
|
2017
Q4 | $1.19M | Buy |
30,348
+1,024
| +3% | +$39.5K | 0.16% | 141 |
|
|
2017
Q3 | $1.07M | Buy |
29,324
+1,056
| +4% | +$38.7K | 0.16% | 147 |
|
|
2017
Q2 | $990K | Buy |
28,268
+2,616
| +10% | +$89.4K | 0.17% | 145 |
|
|
2017
Q1 | $823K | Buy |
25,652
+1,892
| +8% | +$59.5K | 0.15% | 167 |
|
|
2016
Q4 | $709K | Buy |
23,760
+1,456
| +7% | +$43.5K | 0.14% | 177 |
|
|
2016
Q3 | $682K | Buy |
22,304
+764
| +4% | +$24.1K | 0.14% | 181 |
|
|
2016
Q2 | $702K | Buy |
21,540
+204
| +1% | +$6.13K | 0.16% | 155 |
|
|
2016
Q1 | $631K | Sell |
21,336
-2,136
| -9% | -$60K | 0.15% | 161 |
|
|
2015
Q4 | $610K | Sell |
23,472
-908
| -4% | -$23K | 0.15% | 160 |
|
|
2015
Q3 | $595K | Buy |
24,380
+3,176
| +15% | +$80.8K | 0.15% | 160 |
|
|
2015
Q2 | $520K | Sell |
21,204
-408
| -2% | -$10.4K | 0.13% | 200 |
|
|
2015
Q1 | $562K | Buy |
21,612
+816
| +4% | +$21.5K | 0.14% | 177 |
|
|
2014
Q4 | $553K | Buy |
20,796
+1,480
| +8% | +$37.4K | 0.14% | 169 |
|
|
2014
Q3 | $454K | Buy |
19,316
+104
| +0.5% | +$2.51K | 0.13% | 195 |
|
|
2014
Q2 | $493K | Sell |
19,212
-3,068
| -14% | -$74.6K | 0.14% | 180 |
|
|
2014
Q1 | $532K | Sell |
22,280
-360
| -2% | -$8.16K | 0.15% | 171 |
|
|
2013
Q4 | $484K | Sell |
22,640
-836
| -4% | -$17.6K | 0.14% | 182 |
|
|
2013
Q3 | $471K | Buy |
23,476
+2,400
| +11% | +$49.5K | 0.15% | 171 |
|
|
2013
Q2 | $429K | Buy |
+21,076
| New | +$418K | 0.15% | 159 |
|
Other funds holding NEE
