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 Q4	$437K	Sell	5,449 -30	-0.5%	-$2.48K	0.03%	233
2025 Q3	$414K	Sell	5,479 -17	-0.3%	-$1.24K	0.03%	249
2025 Q2	$382K	Sell	5,496 -55	-1%	-$3.82K	0.02%	269
2025 Q1	$394K	Buy	5,551 +200	+4%	+$14.1K	0.03%	263
2024 Q4	$384K	Buy	5,351 +103	+2%	+$8K	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%	+$2.23K	0.02%	285
2023 Q4	$317K	Buy	5,213 +512	+11%	+$29.2K	0.02%	291
2023 Q3	$269K	Buy	4,701 +177	+4%	+$12.3K	0.02%	297
2023 Q2	$336K	Hold	4,524	–	–	0.02%	283
2023 Q1	$349K	Buy	4,524 +19	+0.4%	+$1.46K	0.03%	235
2022 Q4	$377K	Buy	4,505 +213	+5%	+$17.2K	0.03%	236
2022 Q3	$337K	Buy	4,292 +132	+3%	+$11.2K	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%	-$1.04K	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%	-$3.77K	0.03%	170
2019 Q4	$256K	Buy	4,232 +12	+0.3%	+$701	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%	-$34K	0.02%	177
2018 Q4	$216K	Buy	+4,964	New	+$217K	0.02%	170