Alerus Financial’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $820K | Buy |
8,828
+7,436
| +534% | +$661K | 0.04% | 163 |
|
|
2025
Q4 | $112K | Hold |
1,392
| – | – | 0.01% | 197 |
|
|
2025
Q3 | $105K | Hold |
1,392
| – | – | 0.01% | 214 |
|
|
2025
Q2 | $96.6K | Buy |
+1,392
| New | +$96.7K | 0.01% | 194 |
|
|
2023
Q1 | – | Sell |
-2,414
| Closed | -$202K | – | 173 |
|
|
2022
Q4 | $202K | Buy |
+2,414
| New | +$195K | 0.02% | 158 |
|
|
2022
Q3 | – | Sell |
-2,693
| Closed | -$208K | – | 163 |
|
|
2022
Q2 | $208K | Sell |
2,693
-3,266
| -55% | -$249K | 0.02% | 160 |
|
|
2022
Q1 | $505K | Sell |
5,959
-832
| -12% | -$66.7K | 0.04% | 147 |
|
|
2021
Q4 | $634K | Sell |
6,791
-16,467
| -71% | -$1.42M | 0.05% | 140 |
|
|
2021
Q3 | $1.83M | Sell |
23,258
-4,506
| -16% | -$363K | 0.17% | 119 |
|
|
2021
Q2 | $2.03M | Sell |
27,764
-22,541
| -45% | -$1.69M | 0.21% | 110 |
|
|
2021
Q1 | $3.8M | Sell |
50,305
-10,976
| -18% | -$857K | 0.4% | 70 |
|
|
2020
Q4 | $4.73M | Buy |
61,281
+849
| +1% | +$63.5K | 0.48% | 54 |
|
|
2020
Q3 | $4.19M | Sell |
60,432
-2,060
| -3% | -$142K | 0.47% | 50 |
|
|
2020
Q2 | $3.75M | Buy |
62,492
+9,036
| +17% | +$541K | 0.44% | 65 |
|
|
2020
Q1 | $3.22M | Buy |
53,456
+41,576
| +350% | +$2.61M | 0.44% | 66 |
|
|
2019
Q4 | $719K | Hold |
11,880
| – | – | 0.08% | 118 |
|
|
2019
Q3 | $692K | Hold |
11,880
| – | – | 0.09% | 112 |
|
|
2019
Q2 | $608K | Hold |
11,880
| – | – | 0.08% | 110 |
|
|
2019
Q1 | $574K | Hold |
11,880
| – | – | 0.08% | 111 |
|
|
2018
Q4 | $516K | Hold |
11,880
| – | – | 0.08% | 108 |
|
|
2018
Q3 | $498K | Hold |
11,880
| – | – | 0.07% | 115 |
|
|
2018
Q2 | $496K | Hold |
11,880
| – | – | 0.07% | 113 |
|
|
2018
Q1 | $485K | Hold |
11,880
| – | – | 0.07% | 114 |
|
|
2017
Q4 | $464K | Hold |
11,880
| – | – | 0.07% | 112 |
|
|
2017
Q3 | $435K | Hold |
11,880
| – | – | 0.06% | 107 |
|
|
2017
Q2 | $416K | Hold |
11,880
| – | – | 0.06% | 101 |
|
|
2017
Q1 | $381K | Hold |
11,880
| – | – | 0.06% | 105 |
|
|
2016
Q4 | $355K | Hold |
11,880
| – | – | 0.06% | 106 |
|
|
2016
Q3 | $363K | Sell |
11,880
-1,724
| -13% | -$54.3K | 0.06% | 109 |
|
|
2016
Q2 | $443K | Buy |
+13,604
| New | +$408K | 0.07% | 103 |
|
Other funds holding NEE
VCM
VPM
Alerus Financial's NEE Position: Q1 2026 in Review
Alerus Financial increased its NextEra Energy (NEE) stake by 534% in Q1 2026, buying an estimated $661K and bringing the position to 8,828 shares worth $820K. The position accounts for 0.04% of the portfolio, ranked #163.
Alerus Financial first reported a position in NEE in Q2 2016 and has held it in 30 quarters since. The position peaked at $4.73M in Q4 2020. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Alerus Financial held 8,828 shares of NextEra Energy worth $820K as of Q1 2026.
- Alerus Financial bought 7,436 NextEra Energy shares in Q1 2026, an estimated $661K.
- NextEra Energy made up 0.04% of Alerus Financial's portfolio in Q1 2026, its #163 holding.
- Alerus Financial first reported a position in NextEra Energy in Q2 2016 and has held it in 30 quarters since.
- Alerus Financial's NextEra Energy position peaked at $4.73M in Q4 2020.
- 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.