Washington Trust Advisors’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 | $461K | Hold |
6,647
| – | – | 0.04% | 142 |
|
|
2025
Q1 | $471K | Sell |
6,647
-391
| -6% | -$27.7K | 0.04% | 131 |
|
|
2024
Q4 | $505K | Sell |
7,038
-727
| -9% | -$52.1K | 0.04% | 127 |
|
|
2024
Q3 | $656K | Sell |
7,765
-1,092
| -12% | -$92.3K | 0.06% | 115 |
|
|
2024
Q2 | $627K | Buy |
8,857
+4,200
| +90% | +$297K | 0.06% | 115 |
|
|
2024
Q1 | $298K | Buy |
4,657
+757
| +19% | +$48.4K | 0.03% | 158 |
|
|
2023
Q4 | $237K | Hold |
3,900
| – | – | 0.02% | 178 |
|
|
2023
Q3 | $223K | Sell |
3,900
-800
| -17% | -$45.8K | 0.02% | 175 |
|
|
2023
Q2 | $349K | Buy |
4,700
+1,569
| +50% | +$116K | 0.03% | 136 |
|
|
2023
Q1 | $241K | Buy |
3,131
+43
| +1% | +$3.31K | 0.02% | 162 |
|
|
2022
Q4 | $258K | Hold |
3,088
| – | – | 0.03% | 159 |
|
|
2022
Q3 | $242K | Sell |
3,088
-16
| -0.5% | -$1.25K | 0.02% | 185 |
|
|
2022
Q2 | $240K | Sell |
3,104
-6,413
| -67% | -$496K | 0.02% | 187 |
|
|
2022
Q1 | $806K | Sell |
9,517
-1,562
| -14% | -$132K | 0.06% | 121 |
|
|
2021
Q4 | $1.04M | Buy |
+11,079
| New | +$1.04M | 0.07% | 115 |
|