Trillium Asset 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
Q2 | $12.2M | Sell |
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|
2025
Q1 | $12.6M | Sell |
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|
2024
Q4 | $13.3M | Sell |
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|
2024
Q3 | $16M | Buy |
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|
2024
Q2 | $12.5M | Buy |
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|
2024
Q1 | $3.17M | Buy |
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|
2023
Q4 | $411K | Hold |
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|
2023
Q3 | $388K | Hold |
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|
2023
Q2 | $502K | Hold |
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|
2023
Q1 | $519K | Buy |
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|
2022
Q4 | $557K | Sell |
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|
2022
Q3 | $527K | Hold |
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|
2022
Q2 | $521K | Sell |
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|
2022
Q1 | $575K | Buy |
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|
2021
Q4 | $600K | Buy |
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|
2021
Q3 | $407K | Sell |
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|
2021
Q2 | $398K | Hold |
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|
2021
Q1 | $411K | Sell |
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|
2020
Q4 | $485K | Sell |
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|
2020
Q3 | $448K | Sell |
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|
2020
Q2 | $627K | Sell |
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|
2020
Q1 | $641K | Sell |
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|
2019
Q4 | $713K | Sell |
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|
2019
Q3 | $746K | Buy |
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