Mendota Financial Group’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 | $58.3K | Hold |
840
| – | – | 0.06% | 48 |
|
|
2025
Q1 | $59.5K | Sell |
840
-705
| -46% | -$50K | 0.06% | 44 |
|
|
2024
Q4 | $111K | Sell |
1,545
-44
| -3% | -$3.15K | 0.07% | 89 |
|
|
2024
Q3 | $134K | Sell |
1,589
-183
| -10% | -$15.5K | 0.06% | 97 |
|
|
2024
Q2 | $125K | Sell |
1,772
-28
| -2% | -$1.98K | 0.07% | 105 |
|
|
2024
Q1 | $115K | Sell |
1,800
-938
| -34% | -$59.9K | 0.07% | 115 |
|
|
2023
Q4 | $166K | Buy |
2,738
+2,708
| +9,027% | +$164K | 0.13% | 76 |
|
|
2023
Q3 | $1.72K | Hold |
30
| – | – | ﹤0.01% | 252 |
|
|
2023
Q2 | $2.23K | Sell |
30
-300
| -91% | -$22.3K | ﹤0.01% | 244 |
|
|
2023
Q1 | $27.9K | Sell |
330
-35
| -10% | -$2.96K | 0.03% | 173 |
|
|
2022
Q4 | $30.5K | Buy |
+365
| New | +$30.5K | 0.04% | 156 |
|