Meritage Portfolio 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 | $382K | Sell |
5,496
-55
| -1% | -$3.82K | 0.02% | 269 |
|
|
2025
Q1 | $394K | Buy |
5,551
+200
| +4% | +$14.2K | 0.03% | 263 |
|
|
2024
Q4 | $384K | Buy |
5,351
+103
| +2% | +$7.38K | 0.02% | 271 |
|
|
2024
Q3 | $444K | Hold |
5,248
| – | – | 0.03% | 268 |
|
|
2024
Q2 | $372K | Sell |
5,248
-3
| -0.1% | -$213 | 0.02% | 267 |
|
|
2024
Q1 | $336K | Buy |
5,251
+38
| +0.7% | +$2.43K | 0.02% | 285 |
|
|
2023
Q4 | $317K | Buy |
5,213
+512
| +11% | +$31.1K | 0.02% | 291 |
|
|
2023
Q3 | $269K | Buy |
4,701
+177
| +4% | +$10.1K | 0.02% | 297 |
|
|
2023
Q2 | $336K | Hold |
4,524
| – | – | 0.02% | 283 |
|
|
2023
Q1 | $349K | Buy |
4,524
+19
| +0.4% | +$1.47K | 0.03% | 235 |
|
|
2022
Q4 | $377K | Buy |
4,505
+213
| +5% | +$17.8K | 0.03% | 236 |
|
|
2022
Q3 | $337K | Buy |
4,292
+132
| +3% | +$10.4K | 0.03% | 236 |
|
|
2022
Q2 | $322K | Hold |
4,160
| – | – | 0.03% | 241 |
|
|
2022
Q1 | $352K | Hold |
4,160
| – | – | 0.02% | 249 |
|
|
2021
Q4 | $388K | Sell |
4,160
-12
| -0.3% | -$1.12K | 0.02% | 233 |
|
|
2021
Q3 | $328K | Hold |
4,172
| – | – | 0.02% | 238 |
|
|
2021
Q2 | $306K | Hold |
4,172
| – | – | 0.02% | 248 |
|
|
2021
Q1 | $315K | Hold |
4,172
| – | – | 0.02% | 235 |
|
|
2020
Q4 | $322K | Hold |
4,172
| – | – | 0.02% | 222 |
|
|
2020
Q3 | $289K | Hold |
4,172
| – | – | 0.03% | 207 |
|
|
2020
Q2 | $250K | Hold |
4,172
| – | – | 0.02% | 197 |
|
|
2020
Q1 | $251K | Sell |
4,172
-60
| -1% | -$3.61K | 0.03% | 170 |
|
|
2019
Q4 | $256K | Buy |
4,232
+12
| +0.3% | +$726 | 0.02% | 223 |
|
|
2019
Q3 | $246K | Hold |
4,220
| – | – | 0.02% | 216 |
|
|
2019
Q2 | $216K | Hold |
4,220
| – | – | 0.02% | 214 |
|
|
2019
Q1 | $204K | Sell |
4,220
-744
| -15% | -$36K | 0.02% | 177 |
|
|
2018
Q4 | $216K | Buy |
+4,964
| New | +$216K | 0.02% | 170 |
|