Mengis Capital Management’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 | $252K | Hold |
3,630
| – | – | 0.05% | 180 |
|
|
2025
Q1 | $257K | Sell |
3,630
-150
| -4% | -$10.6K | 0.05% | 170 |
|
|
2024
Q4 | $271K | Hold |
3,780
| – | – | 0.06% | 166 |
|
|
2024
Q3 | $320K | Hold |
3,780
| – | – | 0.06% | 152 |
|
|
2024
Q2 | $268K | Sell |
3,780
-1,064
| -22% | -$75.3K | 0.05% | 160 |
|
|
2024
Q1 | $310K | Buy |
4,844
+1,214
| +33% | +$77.6K | 0.05% | 167 |
|
|
2023
Q4 | $220K | Hold |
3,630
| – | – | 0.04% | 163 |
|
|
2023
Q3 | $208K | Hold |
3,630
| – | – | 0.04% | 161 |
|
|
2023
Q2 | $269K | Sell |
3,630
-24
| -0.7% | -$1.78K | 0.05% | 152 |
|
|
2023
Q1 | $282K | Sell |
3,654
-100
| -3% | -$7.71K | 0.06% | 145 |
|
|
2022
Q4 | $313K | Sell |
3,754
-280
| -7% | -$23.3K | 0.07% | 136 |
|
|
2022
Q3 | $316K | Hold |
4,034
| – | – | 0.07% | 134 |
|
|
2022
Q2 | $312K | Sell |
4,034
-140
| -3% | -$10.8K | 0.07% | 143 |
|
|
2022
Q1 | $353K | Buy |
4,174
+140
| +3% | +$11.8K | 0.07% | 145 |
|
|
2021
Q4 | $376K | Sell |
4,034
-200
| -5% | -$18.6K | 0.07% | 148 |
|
|
2021
Q3 | $332K | Hold |
4,234
| – | – | 0.07% | 150 |
|
|
2021
Q2 | $310K | Buy |
4,234
+160
| +4% | +$11.7K | 0.06% | 151 |
|
|
2021
Q1 | $308K | Hold |
4,074
| – | – | 0.07% | 148 |
|
|
2020
Q4 | $314K | Buy |
4,074
+1,030
| +34% | +$79.4K | 0.08% | 141 |
|
|
2020
Q3 | $211K | Buy |
+3,044
| New | +$211K | 0.06% | 150 |
|