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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.96M | Buy |
56,562
+1,585
| +3% | +$143K | 0.05% | 93 |
|
|
2026
Q1 | $5.17M | Buy |
54,977
+1,160
| +2% | +$103K | 0.05% | 85 |
|
|
2025
Q4 | $4.69M | Hold |
53,817
| – | – | 0.04% | 88 |
|
|
2025
Q3 | $4.48M | Sell |
53,817
-1,355
| -2% | -$99K | 0.04% | 87 |
|
|
2025
Q2 | $3.83M | Sell |
55,172
-685
| -1% | -$47.6K | 0.03% | 98 |
|
|
2025
Q1 | $3.76M | Sell |
55,857
-845
| -1% | -$59.6K | 0.04% | 97 |
|
|
2024
Q4 | $4.19M | Sell |
56,702
-208
| -0.4% | -$16.2K | 0.04% | 107 |
|
|
2024
Q3 | $4.71M | Buy |
56,910
+40
| +0.1% | +$3.12K | 0.04% | 99 |
|
|
2024
Q2 | $4.09M | Sell |
56,870
-361
| -0.6% | -$25.6K | 0.04% | 90 |
|
|
2024
Q1 | $3.74M | Buy |
57,231
+7,751
| +16% | +$454K | 0.04% | 88 |
|
|
2023
Q4 | $2.9M | Sell |
49,480
-221
| -0.4% | -$12.6K | 0.03% | 97 |
|
|
2023
Q3 | $2.98M | Buy |
49,701
+4,677
| +10% | +$324K | 0.03% | 96 |
|
|
2023
Q2 | $3.34M | Sell |
45,024
-1,770
| -4% | -$134K | 0.04% | 95 |
|
|
2023
Q1 | $3.61M | Sell |
46,794
-477
| -1% | -$36.7K | 0.04% | 96 |
|
|
2022
Q4 | $3.95M | Buy |
47,271
+6,508
| +16% | +$526K | 0.05% | 90 |
|
|
2022
Q3 | $3.2M | Buy |
40,763
+492
| +1% | +$41.7K | 0.04% | 95 |
|
|
2022
Q2 | $3.12M | Buy |
40,271
+5,220
| +15% | +$397K | 0.04% | 98 |
|
|
2022
Q1 | $2.97M | Buy |
35,051
+360
| +1% | +$28.9K | 0.03% | 105 |
|
|
2021
Q4 | $3.24M | Sell |
34,691
-230
| -0.7% | -$19.9K | 0.03% | 104 |
|
|
2021
Q3 | $2.74M | Buy |
34,921
+403
| +1% | +$32.5K | 0.03% | 106 |
|
|
2021
Q2 | $2.53M | Buy |
34,518
+6,427
| +23% | +$482K | 0.03% | 112 |
|
|
2021
Q1 | $2.12M | Buy |
28,091
+2,897
| +11% | +$226K | 0.02% | 115 |
|
|
2020
Q4 | $1.94M | Buy |
25,194
+2,054
| +9% | +$154K | 0.02% | 117 |
|
|
2020
Q3 | $1.61M | Buy |
23,140
+3,912
| +20% | +$270K | 0.02% | 121 |
|
|
2020
Q2 | $1.15M | Buy |
19,228
+72
| +0.4% | +$4.31K | 0.02% | 128 |
|
|
2020
Q1 | $1.15M | Buy |
19,156
+800
| +4% | +$50.3K | 0.02% | 124 |
|
|
2019
Q4 | $1.11M | Hold |
18,356
| – | – | 0.02% | 147 |
|
|
2019
Q3 | $1.07M | Sell |
18,356
-136
| -0.7% | -$7.36K | 0.02% | 152 |
|
|
2019
Q2 | $947K | Buy |
18,492
+7,500
| +68% | +$369K | 0.01% | 157 |
|
|
2019
Q1 | $531K | Sell |
10,992
-1,164
| -10% | -$53.2K | 0.01% | 190 |
|
|
2018
Q4 | $528K | Sell |
12,156
-3,380
| -22% | -$148K | 0.01% | 194 |
|
|
2018
Q3 | $651K | Sell |
15,536
-2,340
| -13% | -$99.6K | 0.01% | 186 |
|
|
2018
Q2 | $746K | Sell |
17,876
-1,680
| -9% | -$67.8K | 0.01% | 180 |
|
|
2018
Q1 | $799K | Sell |
19,556
-800
| -4% | -$30.8K | 0.01% | 176 |
|
|
2017
Q4 | $795K | Hold |
20,356
| – | – | 0.01% | 178 |
|
|
2017
Q3 | $746K | Buy |
20,356
+36
| +0.2% | +$1.32K | 0.01% | 176 |
|
|
2017
Q2 | $742K | Hold |
20,320
| – | – | 0.01% | 166 |
|
|
2017
Q1 | $652K | Buy |
20,320
+500
| +3% | +$15.7K | 0.01% | 181 |
|
|
2016
Q4 | $592K | Hold |
19,820
| – | – | 0.01% | 182 |
|
|
2016
Q3 | $606K | Hold |
19,820
| – | – | 0.01% | 178 |
|
|
2016
Q2 | $646K | Sell |
19,820
-500
| -2% | -$15K | 0.01% | 169 |
|
|
2016
Q1 | $601K | Sell |
20,320
-880
| -4% | -$24.7K | 0.01% | 174 |
|
|
2015
Q4 | $551K | Buy |
21,200
+12,800
| +152% | +$324K | 0.01% | 191 |
|
|
2015
Q3 | $206K | Hold |
8,400
| – | – | 0.01% | 267 |
|
|
2015
Q2 | $206K | Hold |
8,400
| – | – | 0.01% | 267 |
|
|
2015
Q1 | $219K | Sell |
8,400
-1,220
| -13% | -$32.2K | 0.01% | 272 |
|
|
2014
Q4 | $256K | Sell |
9,620
-1,500
| -13% | -$37.9K | 0.01% | 252 |
|
|
2014
Q3 | $261K | Sell |
11,120
-256
| -2% | -$6.18K | 0.01% | 236 |
|
|
2014
Q2 | $291K | Sell |
11,376
-500
| -4% | -$12.2K | 0.01% | 233 |
|
|
2014
Q1 | $284K | Buy |
11,876
+472
| +4% | +$10.7K | 0.01% | 231 |
|
|
2013
Q4 | $244K | Buy |
11,404
+1,028
| +10% | +$21.7K | 0.01% | 242 |
|
|
2013
Q3 | $208K | Sell |
10,376
-360
| -3% | -$7.43K | 0.01% | 245 |
|
|
2013
Q2 | $219K | Buy |
+10,736
| New | +$213K | 0.01% | 244 |
|
Other funds holding NEE
Loring Wolcott & Coolidge Fiduciary Advisors's NEE Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors increased its NextEra Energy (NEE) stake by 2.9% in Q2 2026, buying an estimated $143K and bringing the position to 56,562 shares worth $4.96M. The position accounts for 0.05% of the portfolio, ranked #93.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.17M in Q1 2026. 1,868 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 56,562 shares of NextEra Energy worth $4.96M as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors bought 1,585 NextEra Energy shares in Q2 2026, an estimated $143K.
- NextEra Energy made up 0.05% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #93 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's NextEra Energy position peaked at $5.17M in Q1 2026.
- 1,868 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.