Mattern Capital 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
Q1 | $12.4M | Sell |
133,938
-3,147
| -2% | -$280K | 1.49% | 8 |
|
|
2025
Q4 | $11M | Sell |
137,085
-22,955
| -14% | -$1.9M | 1.3% | 17 |
|
|
2025
Q3 | $12.1M | Buy |
160,040
+17,544
| +12% | +$1.28M | 1.42% | 11 |
|
|
2025
Q2 | $9.89M | Buy |
142,496
+2,427
| +2% | +$169K | 1.19% | 30 |
|
|
2025
Q1 | $9.93M | Sell |
140,069
-311
| -0.2% | -$22K | 1.26% | 22 |
|
|
2024
Q4 | $10.1M | Sell |
140,380
-2,062
| -1% | -$160K | 1.31% | 20 |
|
|
2024
Q3 | $12M | Sell |
142,442
-1,537
| -1% | -$120K | 1.52% | 9 |
|
|
2024
Q2 | $10.2M | Sell |
143,979
-1,521
| -1% | -$108K | 1.41% | 15 |
|
|
2024
Q1 | $9.3M | Buy |
145,500
+11,645
| +9% | +$682K | 1.26% | 29 |
|
|
2023
Q4 | $8.13M | Buy |
133,855
+36,832
| +38% | +$2.1M | 1.18% | 38 |
|
|
2023
Q3 | $5.56M | Buy |
97,023
+12,282
| +14% | +$850K | 0.9% | 75 |
|
|
2023
Q2 | $6.29M | Buy |
84,741
+4,025
| +5% | +$305K | 1.02% | 63 |
|
|
2023
Q1 | $6.22M | Buy |
80,716
+2,788
| +4% | +$214K | 1.1% | 48 |
|
|
2022
Q4 | $6.51M | Sell |
77,928
-3,048
| -4% | -$246K | 1.2% | 32 |
|
|
2022
Q3 | $6.35M | Sell |
80,976
-2,859
| -3% | -$243K | 1.32% | 17 |
|
|
2022
Q2 | $6.49M | Buy |
83,835
+5,338
| +7% | +$406K | 1.28% | 18 |
|
|
2022
Q1 | $6.65M | Buy |
78,497
+1,604
| +2% | +$129K | 1.19% | 32 |
|
|
2021
Q4 | $7.18M | Buy |
76,893
+905
| +1% | +$78.2K | 1.26% | 26 |
|
|
2021
Q3 | $5.97M | Buy |
75,988
+2,184
| +3% | +$176K | 1.18% | 41 |
|
|
2021
Q2 | $5.41M | Buy |
73,804
+3,357
| +5% | +$252K | 1.07% | 54 |
|
|
2021
Q1 | $5.33M | Buy |
70,447
+1,335
| +2% | +$104K | 1.15% | 40 |
|
|
2020
Q4 | $5.33M | Buy |
69,112
+588
| +0.9% | +$44K | 1.26% | 31 |
|
|
2020
Q3 | $4.75M | Buy |
68,524
+120
| +0.2% | +$8.29K | 1.24% | 31 |
|
|
2020
Q2 | $4.11M | Buy |
68,404
+844
| +1% | +$50.5K | 1.19% | 43 |
|
|
2020
Q1 | $4.06M | Sell |
67,560
-4,920
| -7% | -$309K | 1.38% | 10 |
|
|
2019
Q4 | $4.39M | Buy |
+72,480
| New | +$4.23M | 1.21% | 26 |
|
Other funds holding NEE
VCM
VPM
