LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Sell |
55,172
-685
| -1% | -$47.6K | 0.03% | 98 |
|
|
2025
Q1 | $3.76M | Sell |
55,857
-845
| -1% | -$56.8K | 0.04% | 97 |
|
|
2024
Q4 | $4.19M | Sell |
56,702
-208
| -0.4% | -$15.4K | 0.04% | 107 |
|
|
2024
Q3 | $4.71M | Buy |
56,910
+40
| +0.1% | +$3.31K | 0.04% | 99 |
|
|
2024
Q2 | $4.09M | Sell |
56,870
-361
| -0.6% | -$26K | 0.04% | 90 |
|
|
2024
Q1 | $3.74M | Buy |
57,231
+7,751
| +16% | +$506K | 0.04% | 88 |
|
|
2023
Q4 | $2.9M | Sell |
49,480
-221
| -0.4% | -$13K | 0.03% | 97 |
|
|
2023
Q3 | $2.98M | Buy |
49,701
+4,677
| +10% | +$280K | 0.03% | 96 |
|
|
2023
Q2 | $3.34M | Sell |
45,024
-1,770
| -4% | -$131K | 0.04% | 95 |
|
|
2023
Q1 | $3.61M | Sell |
46,794
-477
| -1% | -$36.8K | 0.04% | 96 |
|
|
2022
Q4 | $3.95M | Buy |
47,271
+6,508
| +16% | +$544K | 0.05% | 90 |
|
|
2022
Q3 | $3.2M | Buy |
40,763
+492
| +1% | +$38.6K | 0.04% | 95 |
|
|
2022
Q2 | $3.12M | Buy |
40,271
+5,220
| +15% | +$404K | 0.04% | 98 |
|
|
2022
Q1 | $2.97M | Buy |
35,051
+360
| +1% | +$30.5K | 0.03% | 105 |
|
|
2021
Q4 | $3.24M | Sell |
34,691
-230
| -0.7% | -$21.5K | 0.03% | 104 |
|
|
2021
Q3 | $2.74M | Buy |
34,921
+403
| +1% | +$31.6K | 0.03% | 106 |
|
|
2021
Q2 | $2.53M | Buy |
34,518
+6,427
| +23% | +$471K | 0.03% | 112 |
|
|
2021
Q1 | $2.12M | Buy |
28,091
+2,897
| +11% | +$219K | 0.02% | 115 |
|
|
2020
Q4 | $1.94M | Buy |
25,194
+19,409
| +336% | +$1.5M | 0.02% | 117 |
|
|
2020
Q3 | $1.61M | Buy |
5,785
+978
| +20% | +$272K | 0.02% | 121 |
|
|
2020
Q2 | $1.15M | Buy |
4,807
+18
| +0.4% | +$4.32K | 0.02% | 128 |
|
|
2020
Q1 | $1.15M | Buy |
4,789
+200
| +4% | +$48.1K | 0.02% | 124 |
|
|
2019
Q4 | $1.11M | Hold |
4,589
| – | – | 0.02% | 147 |
|
|
2019
Q3 | $1.07M | Sell |
4,589
-34
| -0.7% | -$7.92K | 0.02% | 152 |
|
|
2019
Q2 | $947K | Buy |
4,623
+1,875
| +68% | +$384K | 0.01% | 157 |
|
|
2019
Q1 | $531K | Sell |
2,748
-291
| -10% | -$56.2K | 0.01% | 190 |
|
|
2018
Q4 | $528K | Sell |
3,039
-845
| -22% | -$147K | 0.01% | 194 |
|
|
2018
Q3 | $651K | Sell |
3,884
-585
| -13% | -$98.1K | 0.01% | 186 |
|
|
2018
Q2 | $746K | Sell |
4,469
-420
| -9% | -$70.1K | 0.01% | 180 |
|
|
2018
Q1 | $799K | Sell |
4,889
-200
| -4% | -$32.7K | 0.01% | 176 |
|
|
2017
Q4 | $795K | Hold |
5,089
| – | – | 0.01% | 178 |
|
|
2017
Q3 | $746K | Buy |
5,089
+9
| +0.2% | +$1.32K | 0.01% | 176 |
|
|
2017
Q2 | $742K | Hold |
5,080
| – | – | 0.01% | 166 |
|
|
2017
Q1 | $652K | Buy |
5,080
+125
| +3% | +$16K | 0.01% | 181 |
|
|
2016
Q4 | $592K | Hold |
4,955
| – | – | 0.01% | 182 |
|
|
2016
Q3 | $606K | Hold |
4,955
| – | – | 0.01% | 178 |
|
|
2016
Q2 | $646K | Sell |
4,955
-125
| -2% | -$16.3K | 0.01% | 169 |
|
|
2016
Q1 | $601K | Sell |
5,080
-220
| -4% | -$26K | 0.01% | 174 |
|
|
2015
Q4 | $551K | Buy |
5,300
+3,200
| +152% | +$333K | 0.01% | 191 |
|
|
2015
Q3 | $206K | Hold |
2,100
| – | – | 0.01% | 267 |
|
|
2015
Q2 | $206K | Hold |
2,100
| – | – | 0.01% | 267 |
|
|
2015
Q1 | $219K | Sell |
2,100
-305
| -13% | -$31.8K | 0.01% | 272 |
|
|
2014
Q4 | $256K | Sell |
2,405
-375
| -13% | -$39.9K | 0.01% | 252 |
|
|
2014
Q3 | $261K | Sell |
2,780
-64
| -2% | -$6.01K | 0.01% | 236 |
|
|
2014
Q2 | $291K | Sell |
2,844
-125
| -4% | -$12.8K | 0.01% | 233 |
|
|
2014
Q1 | $284K | Buy |
2,969
+118
| +4% | +$11.3K | 0.01% | 231 |
|
|
2013
Q4 | $244K | Buy |
2,851
+257
| +10% | +$22K | 0.01% | 242 |
|
|
2013
Q3 | $208K | Sell |
2,594
-90
| -3% | -$7.22K | 0.01% | 245 |
|
|
2013
Q2 | $219K | Buy |
+2,684
| New | +$219K | 0.01% | 244 |
|