Mascoma Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $42.1K | Buy |
480
+2
| +0.4% | +$181 | 0.01% | 204 |
|
|
2026
Q1 | $44.4K | Hold |
478
| – | – | 0.01% | 196 |
|
|
2025
Q4 | $38.4K | Buy |
478
+23
| +5% | +$1.91K | 0.01% | 207 |
|
|
2025
Q3 | $34.3K | Hold |
455
| – | – | 0.01% | 222 |
|
|
2025
Q2 | $31.6K | Hold |
455
| – | – | 0.01% | 226 |
|
|
2025
Q1 | $32.3K | Sell |
455
-188
| -29% | -$13.3K | 0.01% | 226 |
|
|
2024
Q4 | $46.1K | Buy |
643
+188
| +41% | +$14.6K | 0.01% | 204 |
|
|
2024
Q3 | $38.5K | Sell |
455
-133
| -23% | -$10.4K | 0.01% | 213 |
|
|
2024
Q2 | $41.6K | Buy |
588
+57
| +11% | +$4.04K | 0.01% | 207 |
|
|
2024
Q1 | $33.9K | Sell |
531
-56
| -10% | -$3.28K | 0.01% | 217 |
|
|
2023
Q4 | $35.7K | Sell |
587
-149
| -20% | -$8.49K | 0.01% | 216 |
|
|
2023
Q3 | $42.2K | Buy |
736
+127
| +21% | +$8.79K | 0.01% | 206 |
|
|
2023
Q2 | $41.8K | Sell |
609
-620
| -50% | -$46.9K | 0.01% | 203 |
|
|
2023
Q1 | $94.2K | Sell |
1,229
-16
| -1% | -$1.23K | 0.03% | 168 |
|
|
2022
Q4 | $104K | Sell |
1,245
-1,261
| -50% | -$102K | 0.03% | 159 |
|
|
2022
Q3 | $196K | Buy |
2,506
+1,004
| +67% | +$85.2K | 0.07% | 111 |
|
|
2022
Q2 | $116K | Buy |
1,502
+19
| +1% | +$1.45K | 0.04% | 158 |
|
|
2022
Q1 | $126K | Buy |
1,483
+312
| +27% | +$25K | 0.04% | 158 |
|
|
2021
Q4 | $109K | Buy |
1,171
+616
| +111% | +$53.2K | 0.04% | 159 |
|
|
2021
Q3 | $44K | Buy |
+555
| New | +$44.8K | 0.02% | 218 |
|
|
2021
Q2 | – | Sell |
-460
| Closed | -$35K | – | 331 |
|
|
2021
Q1 | $35K | Buy |
+460
| New | +$35.9K | 0.02% | 247 |
|
|
2019
Q2 | – | Sell |
-44
| Closed | -$2K | – | 401 |
|
|
2019
Q1 | $2K | Sell |
44
-640
| -94% | -$29.3K | ﹤0.01% | 356 |
|
|
2018
Q4 | $30K | Hold |
684
| – | – | 0.02% | 175 |
|
|
2018
Q3 | $29K | Hold |
684
| – | – | 0.02% | 205 |
|
|
2018
Q2 | $29K | Buy |
684
+44
| +7% | +$1.78K | 0.02% | 195 |
|
|
2018
Q1 | $26K | Hold |
640
| – | – | 0.02% | 199 |
|
|
2017
Q4 | $25K | Buy |
+640
| New | +$24.7K | 0.02% | 197 |
|
|
2017
Q2 | – | Sell |
-2,400
| Closed | -$77K | – | 432 |
|
|
2017
Q1 | $77K | Hold |
2,400
| – | – | 0.06% | 121 |
|
|
2016
Q4 | $72K | Buy |
+2,400
| New | +$71.7K | 0.05% | 122 |
|
Other funds holding NEE
Mascoma Wealth Management's NEE Position: Q2 2026 in Review
Mascoma Wealth Management increased its NextEra Energy (NEE) stake by 0.42% in Q2 2026, buying an estimated $181 and bringing the position to 480 shares worth $42.1K. The position accounts for 0.01% of the portfolio, ranked #204.
Mascoma Wealth Management first reported a position in NEE in Q4 2016 and has held it in 29 quarters since. The position peaked at $196K in Q3 2022. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Mascoma Wealth Management held 480 shares of NextEra Energy worth $42.1K as of Q2 2026.
- Mascoma Wealth Management bought 2 NextEra Energy shares in Q2 2026, an estimated $181.
- NextEra Energy made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #204 holding.
- Mascoma Wealth Management first reported a position in NextEra Energy in Q4 2016 and has held it in 29 quarters since.
- Mascoma Wealth Management's NextEra Energy position peaked at $196K in Q3 2022.
- 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.