WSFS
Wilmington Savings Fund Society’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
159,506
-5,075
| -3% | -$352K | 0.2% | 97 |
|
|
2025
Q1 | $11.7M | Sell |
164,581
-24,408
| -13% | -$1.73M | 0.22% | 94 |
|
|
2024
Q4 | $13.5M | Sell |
188,989
-5,189
| -3% | -$372K | 0.24% | 83 |
|
|
2024
Q3 | $16.4M | Buy |
194,178
+55,612
| +40% | +$4.7M | 0.29% | 70 |
|
|
2024
Q2 | $9.81M | Sell |
138,566
-4,004
| -3% | -$284K | 0.38% | 70 |
|
|
2024
Q1 | $9.11M | Buy |
+142,570
| New | +$9.11M | 0.35% | 76 |
|
|
2023
Q3 | $8.33M | Buy |
145,385
+398
| +0.3% | +$22.8K | 0.37% | 76 |
|
|
2023
Q2 | $10.8M | Sell |
144,987
-5,352
| -4% | -$397K | 0.45% | 57 |
|
|
2023
Q1 | $11.6M | Buy |
150,339
+1,107
| +0.7% | +$85.3K | 0.51% | 48 |
|
|
2022
Q4 | $12.5M | Sell |
149,232
-1,394
| -0.9% | -$117K | 0.57% | 45 |
|
|
2022
Q3 | $11.8M | Sell |
150,626
-1,882
| -1% | -$148K | 0.58% | 44 |
|
|
2022
Q2 | $11.8M | Buy |
152,508
+689
| +0.5% | +$53.4K | 0.54% | 44 |
|
|
2022
Q1 | $12.9M | Buy |
151,819
+19,499
| +15% | +$1.65M | 0.5% | 51 |
|
|
2021
Q4 | $12.4M | Sell |
132,320
-7,293
| -5% | -$681K | 0.44% | 60 |
|
|
2021
Q3 | $11M | Sell |
139,613
-2,194
| -2% | -$172K | 0.42% | 65 |
|
|
2021
Q2 | $10.4M | Sell |
141,807
-1,084
| -0.8% | -$79.4K | 0.4% | 68 |
|
|
2021
Q1 | $10.8M | Sell |
142,891
-1,913
| -1% | -$145K | 0.43% | 66 |
|
|
2020
Q4 | $11.2M | Buy |
144,804
+107,904
| +292% | +$8.32M | 0.47% | 61 |
|
|
2020
Q3 | $10.2M | Sell |
36,900
-113
| -0.3% | -$31.4K | 0.47% | 58 |
|
|
2020
Q2 | $8.89M | Sell |
37,013
-987
| -3% | -$237K | 0.44% | 65 |
|
|
2020
Q1 | $9.14M | Buy |
38,000
+1,024
| +3% | +$246K | 0.54% | 60 |
|
|
2019
Q4 | $8.95M | Buy |
36,976
+99
| +0.3% | +$24K | 0.45% | 75 |
|
|
2019
Q3 | $8.59M | Sell |
36,877
-551
| -1% | -$128K | 0.47% | 75 |
|
|
2019
Q2 | $7.67M | Sell |
37,428
-659
| -2% | -$135K | 0.41% | 87 |
|
|
2019
Q1 | $7.36M | Sell |
38,087
-1,491
| -4% | -$288K | 0.4% | 88 |
|
|
2018
Q4 | $6.88M | Sell |
39,578
-653
| -2% | -$114K | 0.42% | 89 |
|
|
2018
Q3 | $6.74M | Sell |
40,231
-1,809
| -4% | -$303K | 0.35% | 100 |
|
|
2018
Q2 | $7.02M | Sell |
42,040
-1,836
| -4% | -$307K | 0.39% | 95 |
|
|
2018
Q1 | $7.17M | Sell |
43,876
-14,823
| -25% | -$2.42M | 0.41% | 87 |
|
|
2017
Q4 | $9.17M | Sell |
58,699
-1,117
| -2% | -$174K | 0.5% | 64 |
|
|
2017
Q3 | $8.77M | Buy |
59,816
+317
| +0.5% | +$46.5K | 0.5% | 66 |
|
|
2017
Q2 | $8.34M | Sell |
59,499
-48
| -0.1% | -$6.73K | 0.5% | 60 |
|
|
2017
Q1 | $7.64M | Sell |
59,547
-527
| -0.9% | -$67.7K | 0.46% | 64 |
|
|
2016
Q4 | $7.18M | Sell |
60,074
-3,379
| -5% | -$404K | 0.45% | 66 |
|
|
2016
Q3 | $7.76M | Buy |
63,453
+10,186
| +19% | +$1.25M | 0.49% | 61 |
|
|
2016
Q2 | $6.95M | Sell |
53,267
-334
| -0.6% | -$43.6K | 0.44% | 64 |
|
|
2016
Q1 | $6.34M | Sell |
53,601
-998
| -2% | -$118K | 0.41% | 68 |
|
|
2015
Q4 | $5.67M | Sell |
54,599
-1,640
| -3% | -$170K | 0.36% | 75 |
|
|
2015
Q3 | $5.49M | Buy |
56,239
+151
| +0.3% | +$14.7K | 0.35% | 79 |
|
|
2015
Q2 | $5.5M | Sell |
56,088
-1,236
| -2% | -$121K | 0.32% | 89 |
|
|
2015
Q1 | $5.96M | Sell |
57,324
-730
| -1% | -$75.9K | 0.34% | 83 |
|
|
2014
Q4 | $6.17M | Sell |
58,054
-753
| -1% | -$80K | 0.35% | 82 |
|
|
2014
Q3 | $5.52M | Sell |
58,807
-1,014
| -2% | -$95.2K | 0.31% | 91 |
|
|
2014
Q2 | $6.13M | Sell |
59,821
-2,113
| -3% | -$217K | 0.34% | 81 |
|
|
2014
Q1 | $5.92M | Sell |
61,934
-1,526
| -2% | -$146K | 0.33% | 81 |
|
|
2013
Q4 | $5.43M | Sell |
63,460
-1,343
| -2% | -$115K | 0.31% | 89 |
|
|
2013
Q3 | $5.19M | Buy |
64,803
+756
| +1% | +$60.6K | 0.32% | 86 |
|
|
2013
Q2 | $5.22M | Buy |
+64,047
| New | +$5.22M | 0.34% | 80 |
|