Meritage Portfolio Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $414K | Sell |
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|
2025
Q2 | $382K | Sell |
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|
2025
Q1 | $394K | Buy |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $444K | Hold |
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|
2024
Q2 | $372K | Sell |
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|
2024
Q1 | $336K | Buy |
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|
2023
Q4 | $317K | Buy |
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|
2023
Q3 | $269K | Buy |
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|
2023
Q2 | $336K | Hold |
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|
2023
Q1 | $349K | Buy |
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|
2022
Q4 | $377K | Buy |
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|
2022
Q3 | $337K | Buy |
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|
2022
Q2 | $322K | Hold |
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|
2022
Q1 | $352K | Hold |
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|
2021
Q4 | $388K | Sell |
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|
2021
Q3 | $328K | Hold |
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|
2021
Q2 | $306K | Hold |
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|
2021
Q1 | $315K | Hold |
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|
2020
Q4 | $322K | Hold |
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|
2020
Q3 | $289K | Hold |
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|
2020
Q2 | $250K | Hold |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $256K | Buy |
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|
2019
Q3 | $246K | Hold |
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|
2019
Q2 | $216K | Hold |
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|
2019
Q1 | $204K | Sell |
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|
2018
Q4 | $216K | Buy |
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