TAM
Trillium Asset Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
175,553
-2,449
| -1% | -$170K | 0.33% | 83 |
|
|
2025
Q1 | $12.6M | Sell |
178,002
-7,415
| -4% | -$526K | 0.36% | 82 |
|
|
2024
Q4 | $13.3M | Sell |
185,417
-3,457
| -2% | -$248K | 0.34% | 85 |
|
|
2024
Q3 | $16M | Buy |
188,874
+11,929
| +7% | +$1.01M | 0.39% | 75 |
|
|
2024
Q2 | $12.5M | Buy |
176,945
+127,274
| +256% | +$9.01M | 0.32% | 79 |
|
|
2024
Q1 | $3.17M | Buy |
49,671
+42,899
| +633% | +$2.74M | 0.08% | 153 |
|
|
2023
Q4 | $411K | Hold |
6,772
| – | – | 0.01% | 202 |
|
|
2023
Q3 | $388K | Hold |
6,772
| – | – | 0.01% | 201 |
|
|
2023
Q2 | $502K | Hold |
6,772
| – | – | 0.01% | 187 |
|
|
2023
Q1 | $519K | Buy |
6,772
+105
| +2% | +$8.05K | 0.02% | 183 |
|
|
2022
Q4 | $557K | Sell |
6,667
-59
| -0.9% | -$4.93K | 0.02% | 189 |
|
|
2022
Q3 | $527K | Hold |
6,726
| – | – | 0.02% | 181 |
|
|
2022
Q2 | $521K | Sell |
6,726
-64
| -0.9% | -$4.96K | 0.02% | 190 |
|
|
2022
Q1 | $575K | Buy |
6,790
+368
| +6% | +$31.2K | 0.02% | 196 |
|
|
2021
Q4 | $600K | Buy |
6,422
+1,236
| +24% | +$115K | 0.01% | 205 |
|
|
2021
Q3 | $407K | Sell |
5,186
-250
| -5% | -$19.6K | 0.01% | 211 |
|
|
2021
Q2 | $398K | Hold |
5,436
| – | – | 0.01% | 215 |
|
|
2021
Q1 | $411K | Sell |
5,436
-856
| -14% | -$64.7K | 0.01% | 214 |
|
|
2020
Q4 | $485K | Buy |
6,292
+4,679
| +290% | +$361K | 0.02% | 199 |
|
|
2020
Q3 | $448K | Sell |
1,613
-999
| -38% | -$277K | 0.02% | 193 |
|
|
2020
Q2 | $627K | Sell |
2,612
-54
| -2% | -$13K | 0.03% | 183 |
|
|
2020
Q1 | $641K | Sell |
2,666
-280
| -10% | -$67.3K | 0.03% | 180 |
|
|
2019
Q4 | $713K | Sell |
2,946
-253
| -8% | -$61.2K | 0.03% | 190 |
|
|
2019
Q3 | $746K | Buy |
+3,199
| New | +$746K | 0.03% | 194 |
|