Plimoth Trust’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
57,220
+912
| +2% | +$63.3K | 0.95% | 32 |
|
|
2025
Q1 | $3.99M | Sell |
56,308
-1,405
| -2% | -$99.6K | 1.04% | 30 |
|
|
2024
Q4 | $4.14M | Buy |
57,713
+489
| +0.9% | +$35.1K | 1.06% | 24 |
|
|
2024
Q3 | $4.84M | Sell |
57,224
-2,767
| -5% | -$234K | 1.22% | 23 |
|
|
2024
Q2 | $4.25M | Buy |
59,991
+1,832
| +3% | +$130K | 1.13% | 24 |
|
|
2024
Q1 | $3.72M | Buy |
58,159
+3,938
| +7% | +$252K | 0.99% | 35 |
|
|
2023
Q4 | $3.29M | Buy |
54,221
+5,064
| +10% | +$308K | 0.95% | 36 |
|
|
2023
Q3 | $2.82M | Buy |
49,157
+4,990
| +11% | +$286K | 0.88% | 39 |
|
|
2023
Q2 | $3.28M | Buy |
44,167
+89
| +0.2% | +$6.6K | 0.98% | 31 |
|
|
2023
Q1 | $3.4M | Buy |
44,078
+293
| +0.7% | +$22.6K | 1.05% | 28 |
|
|
2022
Q4 | $3.66M | Buy |
43,785
+648
| +2% | +$54.2K | 1.18% | 22 |
|
|
2022
Q3 | $3.38M | Sell |
43,137
-3,377
| -7% | -$265K | 1.17% | 24 |
|
|
2022
Q2 | $3.6M | Sell |
46,514
-821
| -2% | -$63.6K | 1.14% | 25 |
|
|
2022
Q1 | $4.01M | Buy |
47,335
+1,453
| +3% | +$123K | 1.07% | 25 |
|
|
2021
Q4 | $4.28M | Sell |
45,882
-494
| -1% | -$46.1K | 1.09% | 24 |
|
|
2021
Q3 | $3.64M | Sell |
46,376
-54
| -0.1% | -$4.24K | 1.03% | 27 |
|
|
2021
Q2 | $3.4M | Sell |
46,430
-1,912
| -4% | -$140K | 0.96% | 31 |
|
|
2021
Q1 | $3.66M | Buy |
48,342
+3,555
| +8% | +$269K | 1.08% | 25 |
|
|
2020
Q4 | $3.46M | Sell |
44,787
-3,445
| -7% | -$266K | 1.08% | 29 |
|
|
2020
Q3 | $3.35M | Sell |
48,232
-2,500
| -5% | -$173K | 1.12% | 27 |
|
|
2020
Q2 | $3.05M | Sell |
50,732
-1,808
| -3% | -$109K | 1.08% | 26 |
|
|
2020
Q1 | $3.16M | Sell |
52,540
-796
| -1% | -$47.9K | 1.33% | 16 |
|
|
2019
Q4 | $3.23M | Sell |
53,336
-2,076
| -4% | -$126K | 1.04% | 25 |
|
|
2019
Q3 | $3.23M | Sell |
55,412
-3,740
| -6% | -$218K | 1.06% | 23 |
|
|
2019
Q2 | $3.03M | Sell |
59,152
-892
| -1% | -$45.7K | 1% | 27 |
|
|
2019
Q1 | $2.9M | Buy |
60,044
+1,456
| +2% | +$70.4K | 0.97% | 27 |
|
|
2018
Q4 | $2.55M | Sell |
58,588
-1,768
| -3% | -$76.8K | 0.94% | 28 |
|
|
2018
Q3 | $2.53M | Sell |
60,356
-300
| -0.5% | -$12.6K | 0.82% | 37 |
|
|
2018
Q2 | $2.53M | Sell |
60,656
-460
| -0.8% | -$19.2K | 0.87% | 31 |
|
|
2018
Q1 | $2.5M | Sell |
61,116
-1,748
| -3% | -$71.4K | 0.86% | 33 |
|
|
2017
Q4 | $2.45M | Buy |
+62,864
| New | +$2.45M | 0.88% | 34 |
|