Washington 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 | $22.7M | Sell |
327,544
-2,566
| -0.8% | -$178K | 0.8% | 36 |
|
2025
Q1 | $23.4M | Sell |
330,110
-2,611
| -0.8% | -$185K | 0.9% | 28 |
|
2024
Q4 | $23.9M | Sell |
332,721
-5,671
| -2% | -$407K | 0.86% | 26 |
|
2024
Q3 | $28.6M | Sell |
338,392
-4,525
| -1% | -$382K | 1% | 20 |
|
2024
Q2 | $24.3M | Sell |
342,917
-5,367
| -2% | -$380K | 0.89% | 24 |
|
2024
Q1 | $22.3M | Buy |
348,284
+4,641
| +1% | +$297K | 0.82% | 27 |
|
2023
Q4 | $20.9M | Buy |
343,643
+6,758
| +2% | +$410K | 0.83% | 27 |
|
2023
Q3 | $19.3M | Buy |
336,885
+2,986
| +0.9% | +$171K | 0.85% | 30 |
|
2023
Q2 | $24.8M | Buy |
333,899
+10,154
| +3% | +$753K | 1.04% | 22 |
|
2023
Q1 | $25M | Sell |
323,745
-1,660
| -0.5% | -$128K | 1.12% | 18 |
|
2022
Q4 | $27.2M | Sell |
325,405
-10,520
| -3% | -$879K | 1.27% | 20 |
|
2022
Q3 | $26.3M | Sell |
335,925
-4,204
| -1% | -$330K | 1.33% | 18 |
|
2022
Q2 | $26.3M | Buy |
340,129
+2,878
| +0.9% | +$223K | 1.24% | 19 |
|
2022
Q1 | $28.6M | Buy |
337,251
+14,406
| +4% | +$1.22M | 1.13% | 22 |
|
2021
Q4 | $30.1M | Sell |
322,845
-10,408
| -3% | -$972K | 1.13% | 24 |
|
2021
Q3 | $26.2M | Buy |
333,253
+7,297
| +2% | +$573K | 0.74% | 41 |
|
2021
Q2 | $23.9M | Buy |
325,956
+2,318
| +0.7% | +$170K | 0.67% | 46 |
|
2021
Q1 | $24.5M | Sell |
323,638
-5,259
| -2% | -$398K | 0.75% | 42 |
|
2020
Q4 | $25.4M | Buy |
328,897
+3,261
| +1% | +$252K | 0.82% | 37 |
|
2020
Q3 | $22.6M | Sell |
325,636
-1,692
| -0.5% | -$117K | 0.83% | 33 |
|
2020
Q2 | $19.5M | Sell |
327,328
-32,008
| -9% | -$1.91M | 0.81% | 34 |
|
2020
Q1 | $21.6M | Sell |
359,336
-3,896
| -1% | -$234K | 1.03% | 30 |
|
2019
Q4 | $22M | Sell |
363,232
-1,208
| -0.3% | -$73.1K | 0.87% | 36 |
|
2019
Q3 | $21.7M | Buy |
364,440
+6,884
| +2% | +$410K | 1.16% | 23 |
|
2019
Q2 | $18.3M | Buy |
357,556
+10,604
| +3% | +$543K | 1% | 29 |
|
2019
Q1 | $16.3M | Buy |
346,952
+3,124
| +0.9% | +$147K | 0.91% | 32 |
|
2018
Q4 | $14.9M | Buy |
343,828
+4,932
| +1% | +$214K | 0.95% | 30 |
|
2018
Q3 | $14.2M | Sell |
338,896
-4,272
| -1% | -$179K | 0.76% | 46 |
|
2018
Q2 | $14.3M | Buy |
343,168
+28,512
| +9% | +$1.19M | 0.77% | 42 |
|
2018
Q1 | $12.8M | Buy |
314,656
+5,828
| +2% | +$238K | 0.75% | 44 |
|
2017
Q4 | $12.1M | Buy |
308,828
+9,136
| +3% | +$357K | 0.68% | 53 |
|
2017
Q3 | $11M | Buy |
299,692
+11,812
| +4% | +$433K | 0.65% | 54 |
|
2017
Q2 | $10.1M | Buy |
287,880
+30,048
| +12% | +$1.05M | 0.61% | 59 |
|
2017
Q1 | $8.27M | Buy |
257,832
+171,480
| +199% | +$5.5M | 0.52% | 66 |
|
2016
Q4 | $2.58M | Buy |
86,352
+528
| +0.6% | +$15.8K | 0.17% | 98 |
|
2016
Q3 | $2.62M | Sell |
85,824
-4,460
| -5% | -$136K | 0.17% | 97 |
|
2016
Q2 | $2.94M | Sell |
90,284
-11,552
| -11% | -$377K | 0.2% | 97 |
|
2016
Q1 | $3.01M | Buy |
101,836
+1,364
| +1% | +$40.4K | 0.2% | 98 |
|
2015
Q4 | $2.61M | Sell |
100,472
-608
| -0.6% | -$15.8K | 0.18% | 102 |
|
2015
Q3 | $2.47M | Sell |
101,080
-260
| -0.3% | -$6.34K | 0.18% | 104 |
|
2015
Q2 | $2.48M | Sell |
101,340
-2,876
| -3% | -$70.5K | 0.16% | 107 |
|
2015
Q1 | $2.71M | Sell |
104,216
-796
| -0.8% | -$20.7K | 0.18% | 101 |
|
2014
Q4 | $2.79M | Sell |
105,012
-1,664
| -2% | -$44.2K | 0.19% | 104 |
|
2014
Q3 | $2.5M | Sell |
106,676
-4,348
| -4% | -$102K | 0.18% | 99 |
|
2014
Q2 | $2.84M | Buy |
111,024
+384
| +0.3% | +$9.84K | 0.21% | 96 |
|
2014
Q1 | $2.65M | Sell |
110,640
-2,416
| -2% | -$57.8K | 0.2% | 96 |
|
2013
Q4 | $2.42M | Sell |
113,056
-23,936
| -17% | -$512K | 0.18% | 96 |
|
2013
Q3 | $2.75M | Sell |
136,992
-13,888
| -9% | -$278K | 0.22% | 93 |
|
2013
Q2 | $3.07M | Buy |
+150,880
| New | +$3.07M | 0.26% | 89 |
|