Alpine Woods Capital Investors’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 | $952K | Hold |
10,250
| – | – | 0.23% | 90 |
|
|
2025
Q4 | $823K | Sell |
10,250
-450
| -4% | -$37.3K | 0.2% | 93 |
|
|
2025
Q3 | $808K | Sell |
10,700
-120
| -1% | -$8.77K | 0.19% | 91 |
|
|
2025
Q2 | $751K | Sell |
10,820
-400
| -4% | -$27.8K | 0.18% | 97 |
|
|
2025
Q1 | $795K | Sell |
11,220
-1,368
| -11% | -$96.6K | 0.2% | 96 |
|
|
2024
Q4 | $902K | Sell |
12,588
-50
| -0.4% | -$3.88K | 0.17% | 113 |
|
|
2024
Q3 | $959K | Hold |
12,638
| – | – | 0.17% | 117 |
|
|
2024
Q2 | $895K | Sell |
12,638
-270
| -2% | -$19.2K | 0.14% | 123 |
|
|
2024
Q1 | $864K | Sell |
12,908
-130
| -1% | -$7.62K | 0.17% | 113 |
|
|
2023
Q4 | $792K | Sell |
13,038
-3,673
| -22% | -$209K | 0.12% | 120 |
|
|
2023
Q3 | $957K | Sell |
16,711
-2,940
| -15% | -$204K | 0.15% | 110 |
|
|
2023
Q2 | $1.46M | Sell |
19,651
-1,550
| -7% | -$117K | 0.23% | 99 |
|
|
2023
Q1 | $1.63M | Sell |
21,201
-10,230
| -33% | -$787K | 0.25% | 106 |
|
|
2022
Q4 | $2.63M | Sell |
31,431
-14,428
| -31% | -$1.17M | 0.38% | 81 |
|
|
2022
Q3 | $3.6M | Sell |
45,859
-9,505
| -17% | -$806K | 0.49% | 75 |
|
|
2022
Q2 | $4.29M | Sell |
55,364
-7,200
| -12% | -$548K | 0.54% | 71 |
|
|
2022
Q1 | $5.3M | Sell |
62,564
-1,297
| -2% | -$104K | 0.56% | 68 |
|
|
2021
Q4 | $5.96M | Sell |
63,861
-5,053
| -7% | -$437K | 0.59% | 63 |
|
|
2021
Q3 | $5.41M | Sell |
68,914
-375
| -0.5% | -$30.2K | 0.58% | 65 |
|
|
2021
Q2 | $5.08M | Sell |
69,289
-865
| -1% | -$64.9K | 0.53% | 69 |
|
|
2021
Q1 | $5.3M | Sell |
70,154
-690
| -1% | -$53.9K | 0.59% | 59 |
|
|
2020
Q4 | $5.47M | Sell |
70,844
-231,924
| -77% | -$17.3M | 0.67% | 52 |
|
|
2020
Q3 | $5.25M | Buy |
302,768
+232,524
| +331% | +$16.1M | 0.79% | 36 |
|
|
2020
Q2 | $4.22M | Buy |
70,244
+840
| +1% | +$50.3K | 0.81% | 30 |
|
|
2020
Q1 | $4.17M | Buy |
69,404
+7,620
| +12% | +$479K | 0.93% | 21 |
|
|
2019
Q4 | $3.74M | Hold |
61,784
| – | – | 0.71% | 32 |
|
|
2019
Q3 | $3.6M | Hold |
61,784
| – | – | 0.66% | 31 |
|
|
2019
Q2 | $3.16M | Buy |
61,784
+12,000
| +24% | +$590K | 0.66% | 34 |
|
|
2019
Q1 | $2.41M | Buy |
49,784
+1,432
| +3% | +$65.5K | 0.52% | 47 |
|
|
2018
Q4 | $2.1M | Sell |
48,352
-1,600
| -3% | -$70K | 0.5% | 45 |
|
|
2018
Q3 | $2.09M | Sell |
49,952
-400
| -0.8% | -$17K | 0.43% | 63 |
|
|
2018
Q2 | $2.1M | Sell |
50,352
-512,400
| -91% | -$20.7M | 0.46% | 62 |
|
|
2018
Q1 | $23M | Sell |
562,752
-11,600
| -2% | -$447K | 1.22% | 8 |
|
|
2017
Q4 | $22.4M | Sell |
574,352
-6,400
| -1% | -$247K | 1.12% | 10 |
|
|
2017
Q3 | $21.3M | Hold |
580,752
| – | – | 1.09% | 10 |
|
|
2017
Q2 | $20.3M | Sell |
580,752
-17,600
| -3% | -$602K | 1.09% | 10 |
|
|
2017
Q1 | $19.2M | Sell |
598,352
-6,400
| -1% | -$201K | 1.02% | 12 |
|
|
2016
Q4 | $18.1M | Sell |
604,752
-160,400
| -21% | -$4.79M | 1% | 15 |
|
|
2016
Q3 | $23.4M | Sell |
765,152
-800
| -0.1% | -$25.2K | 1.29% | 8 |
|
|
2016
Q2 | $25M | Sell |
765,952
-1,600
| -0.2% | -$48K | 1.49% | 4 |
|
|
2016
Q1 | $22.7M | Sell |
767,552
-34,400
| -4% | -$966K | 1.32% | 5 |
|
|
2015
Q4 | $20.8M | Buy |
801,952
+631,200
| +370% | +$16M | 1.12% | 11 |
|
|
2015
Q3 | $4.16M | Sell |
170,752
-44,400
| -21% | -$1.13M | 0.23% | 135 |
|
|
2015
Q2 | $5.27M | Buy |
215,152
+3,600
| +2% | +$91.5K | 0.27% | 113 |
|
|
2015
Q1 | $5.5M | Hold |
211,552
| – | – | 0.28% | 105 |
|
|
2014
Q4 | $5.62M | Buy |
211,552
+12,400
| +6% | +$313K | 0.29% | 99 |
|
|
2014
Q3 | $4.67M | Buy |
199,152
+7,600
| +4% | +$184K | 0.25% | 108 |
|
|
2014
Q2 | $4.91K | Buy |
+191,552
| New | +$4.66M | 0.13% | 100 |
|
Other funds holding NEE
VCM
VPM
Alpine Woods Capital Investors's NEE Position: Q1 2026 in Review
Alpine Woods Capital Investors held its NextEra Energy (NEE) position steady in Q1 2026 at 10,250 shares worth $952K. The position accounts for 0.23% of the portfolio, ranked #90.
Alpine Woods Capital Investors first reported a position in NEE in Q2 2014 and has held it in 48 quarters since. The position peaked at $25M in Q2 2016. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Alpine Woods Capital Investors held 10,250 shares of NextEra Energy worth $952K as of Q1 2026.
- Alpine Woods Capital Investors left its NextEra Energy share count unchanged in Q1 2026.
- NextEra Energy made up 0.23% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #90 holding.
- Alpine Woods Capital Investors first reported a position in NextEra Energy in Q2 2014 and has held it in 48 quarters since.
- Alpine Woods Capital Investors's NextEra Energy position peaked at $25M in Q2 2016.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.