Mechanics Financial Corp’s NextEra Energy NEE Stock Holding History

Mechanics Financial Corp’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.75M	Buy	18,876 +155	+0.8%	+$13.8K	0.73%	33
2025 Q4	$1.5M	Buy	18,721 +30	+0.2%	+$2.48K	0.55%	40
2025 Q3	$1.41M	Buy	18,691 +198	+1%	+$14.5K	0.53%	40
2025 Q2	$1.28M	Sell	18,493 -60	-0.3%	-$4.17K	0.55%	38
2025 Q1	$1.32M	Sell	18,553 -40	-0.2%	-$2.82K	0.6%	38
2024 Q4	$1.33M	Sell	18,593 -45	-0.2%	-$3.5K	0.6%	36
2024 Q3	$1.58M	Sell	18,638 -295	-2%	-$23K	0.69%	33
2024 Q2	$1.34M	Buy	18,933 +150	+0.8%	+$10.6K	0.69%	37
2024 Q1	$1.2M	Buy	18,783 +542	+3%	+$31.8K	0.62%	41
2023 Q4	$1.11M	Buy	18,241 +350	+2%	+$19.9K	0.62%	35
2023 Q3	$1.02M	Buy	17,891 +2,456	+16%	+$170K	0.56%	37
2023 Q2	$1.15M	Buy	15,435 +2,217	+17%	+$168K	0.62%	32
2023 Q1	$1.02M	Hold	13,218	–	–	0.59%	37
2022 Q4	$1.1M	Hold	13,218	–	–	0.66%	32
2022 Q3	$1.04M	Hold	13,218	–	–	0.68%	29
2022 Q2	$1.02M	Hold	13,218	–	–	0.62%	33
2022 Q1	$1.12M	Sell	13,218 -480	-4%	-$38.5K	0.58%	35
2021 Q4	$1.28M	Buy	+13,698	New	+$1.18M	0.6%	33

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mechanics Financial Corp's NEE Position: Q1 2026 in Review

Mechanics Financial Corp increased its NextEra Energy (NEE) stake by 0.83% in Q1 2026, buying an estimated $13.8K and bringing the position to 18,876 shares worth $1.75M. The position accounts for 0.73% of the portfolio, ranked #33.

Mechanics Financial Corp first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Mechanics Financial Corp held 18,876 shares of NextEra Energy worth $1.75M as of Q1 2026.
Mechanics Financial Corp bought 155 NextEra Energy shares in Q1 2026, an estimated $13.8K.
NextEra Energy made up 0.73% of Mechanics Financial Corp's portfolio in Q1 2026, its #33 holding.
Mechanics Financial Corp first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.