Mechanics Bank - Trust Department’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 | $748K | Buy |
10,772
+393
| +4% | +$27.3K | 0.11% | 133 |
|
|
2025
Q1 | $736K | Buy |
10,379
+292
| +3% | +$20.7K | 0.1% | 138 |
|
|
2024
Q4 | $723K | Buy |
10,087
+220
| +2% | +$15.8K | 0.1% | 134 |
|
|
2024
Q3 | $834K | Sell |
9,867
-200
| -2% | -$16.9K | 0.11% | 127 |
|
|
2024
Q2 | $713K | Buy |
10,067
+900
| +10% | +$63.7K | 0.1% | 135 |
|
|
2024
Q1 | $586K | Buy |
9,167
+85
| +0.9% | +$5.43K | 0.09% | 137 |
|
|
2023
Q4 | $552K | Sell |
9,082
-932
| -9% | -$56.6K | 0.09% | 133 |
|
|
2023
Q3 | $574K | Sell |
10,014
-228
| -2% | -$13.1K | 0.1% | 122 |
|
|
2023
Q2 | $760K | Buy |
10,242
+1,454
| +17% | +$108K | 0.12% | 119 |
|
|
2023
Q1 | $677K | Sell |
8,788
-612
| -7% | -$47.2K | 0.11% | 125 |
|
|
2022
Q4 | $786K | Buy |
9,400
+390
| +4% | +$32.6K | 0.14% | 119 |
|
|
2022
Q3 | $706K | Buy |
9,010
+215
| +2% | +$16.8K | 0.13% | 117 |
|
|
2022
Q2 | $681K | Buy |
8,795
+505
| +6% | +$39.1K | 0.12% | 121 |
|
|
2022
Q1 | $703K | Buy |
8,290
+1,405
| +20% | +$119K | 0.11% | 123 |
|
|
2021
Q4 | $642K | Buy |
6,885
+268
| +4% | +$25K | 0.09% | 128 |
|
|
2021
Q3 | $519K | Buy |
6,617
+840
| +15% | +$65.9K | 0.08% | 134 |
|
|
2021
Q2 | $423K | Buy |
5,777
+825
| +17% | +$60.4K | 0.07% | 141 |
|
|
2021
Q1 | $375K | Buy |
4,952
+10
| +0.2% | +$757 | 0.06% | 142 |
|
|
2020
Q4 | $382K | Sell |
4,942
-870
| -15% | -$67.2K | 0.07% | 137 |
|
|
2020
Q3 | $403K | Hold |
5,812
| – | – | 0.08% | 130 |
|
|
2020
Q2 | $349K | Sell |
5,812
-1,380
| -19% | -$82.9K | 0.07% | 135 |
|
|
2020
Q1 | $433K | Sell |
7,192
-280
| -4% | -$16.9K | 0.11% | 119 |
|
|
2019
Q4 | $452K | Hold |
7,472
| – | – | 0.09% | 132 |
|
|
2019
Q3 | $435K | Buy |
+7,472
| New | +$435K | 0.09% | 138 |
|
|
2019
Q2 | – | Sell |
-4,660
| Closed | -$225K | – | 156 |
|
|
2019
Q1 | $225K | Hold |
4,660
| – | – | 0.05% | 146 |
|
|
2018
Q4 | $203K | Sell |
4,660
-3,272
| -41% | -$143K | 0.05% | 148 |
|
|
2018
Q3 | $332K | Buy |
7,932
+152
| +2% | +$6.36K | 0.07% | 134 |
|
|
2018
Q2 | $325K | Buy |
7,780
+232
| +3% | +$9.69K | 0.07% | 134 |
|
|
2018
Q1 | $308K | Sell |
7,548
-1,524
| -17% | -$62.2K | 0.07% | 134 |
|
|
2017
Q4 | $354K | Hold |
9,072
| – | – | 0.08% | 134 |
|
|
2017
Q3 | $332K | Sell |
9,072
-696
| -7% | -$25.5K | 0.08% | 130 |
|
|
2017
Q2 | $342K | Buy |
9,768
+60
| +0.6% | +$2.1K | 0.08% | 132 |
|
|
2017
Q1 | $312K | Buy |
9,708
+696
| +8% | +$22.4K | 0.08% | 135 |
|
|
2016
Q4 | $269K | Hold |
9,012
| – | – | 0.07% | 148 |
|
|
2016
Q3 | $276K | Hold |
9,012
| – | – | 0.07% | 146 |
|
|
2016
Q2 | $294K | Sell |
9,012
-1,360
| -13% | -$44.4K | 0.11% | 100 |
|
|
2016
Q1 | $307K | Sell |
10,372
-56
| -0.5% | -$1.66K | 0.12% | 95 |
|
|
2015
Q4 | $271K | Hold |
10,428
| – | – | 0.11% | 102 |
|
|
2015
Q3 | $254K | Buy |
+10,428
| New | +$254K | 0.1% | 102 |
|