Welch & Forbes’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 | $46.3M | Buy |
667,412
+67,430
| +11% | +$4.68M | 0.58% | 52 |
|
|
2025
Q1 | $42.5M | Buy |
599,982
+49,188
| +9% | +$3.49M | 0.56% | 50 |
|
|
2024
Q4 | $39.5M | Buy |
550,794
+5,384
| +1% | +$386K | 0.51% | 54 |
|
|
2024
Q3 | $46.1M | Buy |
545,410
+3,301
| +0.6% | +$279K | 0.59% | 51 |
|
|
2024
Q2 | $38.8M | Buy |
542,109
+35,026
| +7% | +$2.51M | 0.52% | 53 |
|
|
2024
Q1 | $32.4M | Buy |
507,083
+76,555
| +18% | +$4.89M | 0.44% | 58 |
|
|
2023
Q4 | $26.2M | Sell |
430,528
-58,060
| -12% | -$3.53M | 0.4% | 64 |
|
|
2023
Q3 | $28M | Buy |
488,588
+130,888
| +37% | +$7.5M | 0.46% | 58 |
|
|
2023
Q2 | $26.5M | Buy |
357,700
+27,922
| +8% | +$2.07M | 0.42% | 60 |
|
|
2023
Q1 | $25.4M | Buy |
329,778
+39,073
| +13% | +$3.01M | 0.43% | 63 |
|
|
2022
Q4 | $24.3M | Buy |
290,705
+11,925
| +4% | +$997K | 0.44% | 60 |
|
|
2022
Q3 | $21.9M | Buy |
278,780
+20,025
| +8% | +$1.57M | 0.43% | 63 |
|
|
2022
Q2 | $20M | Buy |
258,755
+127,109
| +97% | +$9.85M | 0.37% | 74 |
|
|
2022
Q1 | $11.2M | Buy |
131,646
+35,417
| +37% | +$3M | 0.18% | 103 |
|
|
2021
Q4 | $8.98M | Buy |
96,229
+6,733
| +8% | +$629K | 0.13% | 113 |
|
|
2021
Q3 | $7.03M | Buy |
89,496
+7,025
| +9% | +$552K | 0.12% | 122 |
|
|
2021
Q2 | $6.04M | Buy |
82,471
+3,713
| +5% | +$272K | 0.1% | 131 |
|
|
2021
Q1 | $5.95M | Buy |
78,758
+5,410
| +7% | +$409K | 0.11% | 128 |
|
|
2020
Q4 | $5.66M | Buy |
73,348
+800
| +1% | +$61.7K | 0.11% | 125 |
|
|
2020
Q3 | $5.03M | Buy |
72,548
+3,420
| +5% | +$237K | 0.11% | 119 |
|
|
2020
Q2 | $4.15M | Buy |
69,128
+560
| +0.8% | +$33.6K | 0.1% | 127 |
|
|
2020
Q1 | $4.13M | Sell |
68,568
-1,380
| -2% | -$83K | 0.12% | 120 |
|
|
2019
Q4 | $4.24M | Buy |
69,948
+716
| +1% | +$43.4K | 0.09% | 135 |
|
|
2019
Q3 | $4.03M | Buy |
69,232
+1,492
| +2% | +$86.9K | 0.1% | 133 |
|
|
2019
Q2 | $3.47M | Buy |
67,740
+524
| +0.8% | +$26.8K | 0.08% | 144 |
|
|
2019
Q1 | $3.25M | Sell |
67,216
-784
| -1% | -$37.9K | 0.08% | 143 |
|
|
2018
Q4 | $2.96M | Sell |
68,000
-76
| -0.1% | -$3.3K | 0.08% | 143 |
|
|
2018
Q3 | $2.85M | Buy |
68,076
+276
| +0.4% | +$11.6K | 0.07% | 155 |
|
|
2018
Q2 | $2.83M | Sell |
67,800
-944
| -1% | -$39.4K | 0.07% | 153 |
|
|
2018
Q1 | $2.81M | Buy |
68,744
+5,124
| +8% | +$209K | 0.07% | 155 |
|
|
2017
Q4 | $2.48M | Sell |
63,620
-1,396
| -2% | -$54.5K | 0.07% | 150 |
|
|
2017
Q3 | $2.38M | Sell |
65,016
-2,000
| -3% | -$73.3K | 0.06% | 161 |
|
|
2017
Q2 | $2.35M | Sell |
67,016
-264
| -0.4% | -$9.25K | 0.07% | 155 |
|
|
2017
Q1 | $2.16M | Sell |
67,280
-5,496
| -8% | -$176K | 0.06% | 158 |
|
|
2016
Q4 | $2.17M | Buy |
72,776
+360
| +0.5% | +$10.8K | 0.07% | 156 |
|
|
2016
Q3 | $2.22M | Hold |
72,416
| – | – | 0.08% | 138 |
|
|
2016
Q2 | $2.36M | Sell |
72,416
-800
| -1% | -$26.1K | 0.07% | 147 |
|
|
2016
Q1 | $2.17M | Buy |
73,216
+3,500
| +5% | +$104K | 0.07% | 152 |
|
|
2015
Q4 | $1.81M | Buy |
69,716
+6,612
| +10% | +$172K | 0.06% | 158 |
|
|
2015
Q3 | $1.54M | Sell |
63,104
-784
| -1% | -$19.1K | 0.05% | 176 |
|
|
2015
Q2 | $1.57M | Sell |
63,888
-408
| -0.6% | -$10K | 0.05% | 179 |
|
|
2015
Q1 | $1.67M | Sell |
64,296
-8,400
| -12% | -$219K | 0.05% | 178 |
|
|
2014
Q4 | $1.93M | Sell |
72,696
-656
| -0.9% | -$17.4K | 0.06% | 166 |
|
|
2014
Q3 | $1.72M | Buy |
73,352
+15,164
| +26% | +$356K | 0.05% | 178 |
|
|
2014
Q2 | $1.49M | Buy |
58,188
+8,364
| +17% | +$214K | 0.05% | 180 |
|
|
2014
Q1 | $1.19M | Sell |
49,824
-440
| -0.9% | -$10.5K | 0.04% | 198 |
|
|
2013
Q4 | $1.08M | Buy |
50,264
+240
| +0.5% | +$5.14K | 0.03% | 193 |
|
|
2013
Q3 | $1M | Sell |
50,024
-2,536
| -5% | -$50.8K | 0.03% | 195 |
|
|
2013
Q2 | $1.07M | Buy |
+52,560
| New | +$1.07M | 0.04% | 185 |
|