MFG
NEE icon

Mendota Financial Group’s NextEra Energy NEE Stock Holding History

Mendota Financial Group’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 		– Sell
-840
Closed -$67.4K – 76
2025
Q4 		$67.4K Hold
840
– – 0.05% 58
2025
Q3 		$63.4K Hold
840
– – 0.05% 65
2025
Q2 		$58.3K Hold
840
– – 0.06% 48
2025
Q1 		$59.5K Sell
840
-705
-46% -$49.8K 0.06% 44
2024
Q4 		$111K Sell
1,545
-44
-3% -$3.42K 0.07% 89
2024
Q3 		$134K Sell
1,589
-183
-10% -$14.3K 0.06% 97
2024
Q2 		$125K Sell
1,772
-28
-2% -$1.99K 0.07% 105
2024
Q1 		$115K Sell
1,800
-938
-34% -$55K 0.07% 115
2023
Q4 		$166K Buy
2,738
+2,708
+9,027% +$154K 0.13% 76
2023
Q3 		$1.72K Hold
30
– – ﹤0.01% 252
2023
Q2 		$2.23K Sell
30
-300
-91% -$22.7K ﹤0.01% 244
2023
Q1 		$27.9K Sell
330
-35
-10% -$2.69K 0.03% 173
2022
Q4 		$30.5K Buy
+365
New +$29.5K 0.04% 156

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mendota Financial Group's NEE Position: Q1 2026 in Review

Mendota Financial Group sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 840 shares — an estimated $67.4K sold.

Mendota Financial Group first reported a position in NEE in Q4 2022 and held it in 13 quarters. The position peaked at $166K in Q4 2023. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Mendota Financial Group reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • Mendota Financial Group sold 840 NextEra Energy shares in Q1 2026, an estimated $67.4K.
  • Mendota Financial Group first reported a position in NextEra Energy in Q4 2022 and held it in 13 quarters.
  • Mendota Financial Group's NextEra Energy position peaked at $166K in Q4 2023.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mendota Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.