Loring Wolcott & Coolidge Fiduciary Advisors’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 | $4.48M | Sell |
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|
2025
Q2 | $3.83M | Sell |
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|
2025
Q1 | $3.76M | Sell |
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|
2024
Q4 | $4.19M | Sell |
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|
2024
Q3 | $4.71M | Buy |
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|
2024
Q2 | $4.09M | Sell |
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|
2024
Q1 | $3.74M | Buy |
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|
2023
Q4 | $2.9M | Sell |
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|
2023
Q3 | $2.98M | Buy |
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|
2023
Q2 | $3.34M | Sell |
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|
2023
Q1 | $3.61M | Sell |
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|
2022
Q4 | $3.95M | Buy |
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|
2022
Q3 | $3.2M | Buy |
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|
2022
Q2 | $3.12M | Buy |
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|
2022
Q1 | $2.97M | Buy |
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|
2021
Q4 | $3.24M | Sell |
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|
2021
Q3 | $2.74M | Buy |
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|
2021
Q2 | $2.53M | Buy |
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|
2021
Q1 | $2.12M | Buy |
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|
2020
Q4 | $1.94M | Buy |
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|
2020
Q3 | $1.61M | Buy |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $1.15M | Buy |
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|
2019
Q4 | $1.11M | Hold |
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|
2019
Q3 | $1.07M | Sell |
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|
2019
Q2 | $947K | Buy |
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|
2019
Q1 | $531K | Sell |
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|
2018
Q4 | $528K | Sell |
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|
2018
Q3 | $651K | Sell |
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|
2018
Q2 | $746K | Sell |
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|
2018
Q1 | $799K | Sell |
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|
2017
Q4 | $795K | Hold |
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|
2017
Q3 | $746K | Buy |
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|
2017
Q2 | $742K | Hold |
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|
2017
Q1 | $652K | Buy |
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|
2016
Q4 | $592K | Hold |
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|
2016
Q3 | $606K | Hold |
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|
2016
Q2 | $646K | Sell |
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|
2016
Q1 | $601K | Sell |
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|
2015
Q4 | $551K | Buy |
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|
2015
Q3 | $206K | Hold |
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|
2015
Q2 | $206K | Hold |
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|
2015
Q1 | $219K | Sell |
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|
2014
Q4 | $256K | Sell |
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|
2014
Q3 | $261K | Sell |
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|
2014
Q2 | $291K | Sell |
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|
2014
Q1 | $284K | Buy |
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|
2013
Q4 | $244K | Buy |
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|
2013
Q3 | $208K | Sell |
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|
2013
Q2 | $219K | Buy |
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