Whittier 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 | $15.3M | Buy |
220,138
+15,760
| +8% | +$1.09M | 0.18% | 105 |
|
|
2025
Q1 | $14.5M | Buy |
204,378
+6,704
| +3% | +$475K | 0.2% | 102 |
|
|
2024
Q4 | $14.2M | Buy |
197,674
+134,318
| +212% | +$9.63M | 0.19% | 106 |
|
|
2024
Q3 | $5.36M | Buy |
63,356
+2,212
| +4% | +$187K | 0.07% | 202 |
|
|
2024
Q2 | $4.33M | Sell |
61,144
-977
| -2% | -$69.2K | 0.06% | 206 |
|
|
2024
Q1 | $3.97M | Sell |
62,121
-2,018
| -3% | -$129K | 0.06% | 219 |
|
|
2023
Q4 | $3.9M | Sell |
64,139
-11,091
| -15% | -$674K | 0.06% | 221 |
|
|
2023
Q3 | $4.31M | Buy |
75,230
+5,041
| +7% | +$289K | 0.08% | 199 |
|
|
2023
Q2 | $5.21M | Sell |
70,189
-2,429
| -3% | -$180K | 0.09% | 186 |
|
|
2023
Q1 | $5.6M | Sell |
72,618
-2,293
| -3% | -$177K | 0.1% | 178 |
|
|
2022
Q4 | $6.26M | Buy |
74,911
+2,032
| +3% | +$170K | 0.12% | 163 |
|
|
2022
Q3 | $5.71M | Buy |
72,879
+543
| +0.8% | +$42.6K | 0.12% | 167 |
|
|
2022
Q2 | $5.6M | Sell |
72,336
-298
| -0.4% | -$23.1K | 0.11% | 170 |
|
|
2022
Q1 | $6.15M | Sell |
72,634
-1,706
| -2% | -$145K | 0.1% | 173 |
|
|
2021
Q4 | $6.94M | Buy |
74,340
+1,075
| +1% | +$100K | 0.11% | 166 |
|
|
2021
Q3 | $5.75M | Sell |
73,265
-2,227
| -3% | -$175K | 0.1% | 175 |
|
|
2021
Q2 | $5.53M | Sell |
75,492
-1,574
| -2% | -$115K | 0.1% | 183 |
|
|
2021
Q1 | $5.83M | Buy |
77,066
+1,207
| +2% | +$91.3K | 0.11% | 165 |
|
|
2020
Q4 | $5.85M | Buy |
75,859
+971
| +1% | +$74.9K | 0.13% | 152 |
|
|
2020
Q3 | $5.2M | Sell |
74,888
-248
| -0.3% | -$17.2K | 0.12% | 147 |
|
|
2020
Q2 | $4.51M | Sell |
75,136
-740
| -1% | -$44.4K | 0.13% | 153 |
|
|
2020
Q1 | $4.56M | Sell |
75,876
-8,812
| -10% | -$530K | 0.15% | 146 |
|
|
2019
Q4 | $5.13M | Buy |
84,688
+1,196
| +1% | +$72.4K | 0.13% | 154 |
|
|
2019
Q3 | $4.86M | Buy |
83,492
+620
| +0.7% | +$36.1K | 0.14% | 151 |
|
|
2019
Q2 | $4.24M | Buy |
82,872
+320
| +0.4% | +$16.4K | 0.12% | 162 |
|
|
2019
Q1 | $3.99M | Sell |
82,552
-2,296
| -3% | -$111K | 0.12% | 161 |
|
|
2018
Q4 | $3.69M | Buy |
84,848
+780
| +0.9% | +$33.9K | 0.13% | 157 |
|
|
2018
Q3 | $3.52M | Buy |
84,068
+656
| +0.8% | +$27.5K | 0.11% | 172 |
|
|
2018
Q2 | $3.48M | Sell |
83,412
-2,344
| -3% | -$97.9K | 0.12% | 168 |
|
|
2018
Q1 | $3.5M | Sell |
85,756
-1,904
| -2% | -$77.8K | 0.12% | 168 |
|
|
2017
Q4 | $3.42M | Sell |
87,660
-9,236
| -10% | -$361K | 0.12% | 167 |
|
|
2017
Q3 | $3.55M | Buy |
96,896
+5,468
| +6% | +$200K | 0.13% | 165 |
|
|
2017
Q2 | $3.2M | Hold |
91,428
| – | – | 0.12% | 168 |
|
|
2017
Q1 | $2.93M | Sell |
91,428
-4,320
| -5% | -$139K | 0.12% | 171 |
|
|
2016
Q4 | $2.86M | Sell |
95,748
-240
| -0.3% | -$7.17K | 0.12% | 168 |
|
|
2016
Q3 | $2.94M | Sell |
95,988
-256
| -0.3% | -$7.83K | 0.13% | 163 |
|
|
2016
Q2 | $3.14M | Sell |
96,244
-1,392
| -1% | -$45.4K | 0.14% | 159 |
|
|
2016
Q1 | $2.89M | Sell |
97,636
-2,292
| -2% | -$67.8K | 0.13% | 167 |
|
|
2015
Q4 | $2.6M | Sell |
99,928
-1,792
| -2% | -$46.5K | 0.12% | 174 |
|
|
2015
Q3 | $2.48M | Sell |
101,720
-1,280
| -1% | -$31.2K | 0.12% | 177 |
|
|
2015
Q2 | $2.52M | Sell |
103,000
-9,244
| -8% | -$227K | 0.11% | 178 |
|
|
2015
Q1 | $2.92M | Sell |
112,244
-948
| -0.8% | -$24.7K | 0.13% | 159 |
|
|
2014
Q4 | $3.01M | Sell |
113,192
-2,600
| -2% | -$69.1K | 0.14% | 159 |
|
|
2014
Q3 | $2.72M | Sell |
115,792
-192
| -0.2% | -$4.51K | 0.13% | 158 |
|
|
2014
Q2 | $2.97M | Sell |
115,984
-5,940
| -5% | -$152K | 0.15% | 154 |
|
|
2014
Q1 | $2.92M | Buy |
121,924
+7,064
| +6% | +$169K | 0.15% | 149 |
|
|
2013
Q4 | $2.46M | Buy |
114,860
+976
| +0.9% | +$20.9K | 0.13% | 155 |
|
|
2013
Q3 | $2.28M | Sell |
113,884
-3,700
| -3% | -$74.1K | 0.12% | 156 |
|
|
2013
Q2 | $2.39M | Buy |
+117,584
| New | +$2.39M | 0.13% | 151 |
|