Armbruster Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $545K | Sell |
7,199
-71
| -1% | -$6.01K | 0.08% | 84 |
|
|
2026
Q2 | $638K | Hold |
7,270
| – | – | 0.1% | 75 |
|
|
2026
Q1 | $675K | Sell |
7,270
-87
| -1% | -$7.74K | 0.11% | 75 |
|
|
2025
Q4 | $591K | Buy |
7,357
+2,410
| +49% | +$200K | 0.1% | 79 |
|
|
2025
Q3 | $373K | Sell |
4,947
-400
| -7% | -$29.2K | 0.06% | 102 |
|
|
2025
Q2 | $371K | Sell |
5,347
-852
| -14% | -$59.2K | 0.07% | 102 |
|
|
2025
Q1 | $439K | Sell |
6,199
-307
| -5% | -$21.7K | 0.09% | 92 |
|
|
2024
Q4 | $466K | Sell |
6,506
-46
| -0.7% | -$3.57K | 0.09% | 89 |
|
|
2024
Q3 | $554K | Buy |
6,552
+46
| +0.7% | +$3.59K | 0.11% | 83 |
|
|
2024
Q2 | $461K | Sell |
6,506
-394
| -6% | -$28K | 0.1% | 82 |
|
|
2024
Q1 | $441K | Hold |
6,900
| – | – | 0.09% | 79 |
|
|
2023
Q4 | $419K | Sell |
6,900
-37
| -0.5% | -$2.11K | 0.1% | 79 |
|
|
2023
Q3 | $397K | Sell |
6,937
-4
| -0.1% | -$277 | 0.1% | 79 |
|
|
2023
Q2 | $515K | Sell |
6,941
-77
| -1% | -$5.83K | 0.13% | 66 |
|
|
2023
Q1 | $541K | Hold |
7,018
| – | – | 0.14% | 59 |
|
|
2022
Q4 | $587K | Sell |
7,018
-20
| -0.3% | -$1.62K | 0.15% | 54 |
|
|
2022
Q3 | $552K | Hold |
7,038
| – | – | 0.16% | 60 |
|
|
2022
Q2 | $545K | Hold |
7,038
| – | – | 0.15% | 63 |
|
|
2022
Q1 | $596K | Hold |
7,038
| – | – | 0.14% | 64 |
|
|
2021
Q4 | $657K | Buy |
7,038
+123
| +2% | +$10.6K | 0.15% | 64 |
|
|
2021
Q3 | $543K | Hold |
6,915
| – | – | 0.16% | 54 |
|
|
2021
Q2 | $507K | Hold |
6,915
| – | – | 0.14% | 58 |
|
|
2021
Q1 | $523K | Sell |
6,915
-285
| -4% | -$22.2K | 0.15% | 49 |
|
|
2020
Q4 | $555K | Hold |
7,200
| – | – | 0.19% | 42 |
|
|
2020
Q3 | $500K | Hold |
7,200
| – | – | 0.19% | 44 |
|
|
2020
Q2 | $432K | Hold |
7,200
| – | – | 0.17% | 46 |
|
|
2020
Q1 | $433K | Hold |
7,200
| – | – | 0.2% | 47 |
|
|
2019
Q4 | $436K | Hold |
7,200
| – | – | 0.17% | 48 |
|
|
2019
Q3 | $419K | Hold |
7,200
| – | – | 0.17% | 47 |
|
|
2019
Q2 | $369K | Hold |
7,200
| – | – | 0.15% | 54 |
|
|
2019
Q1 | $348K | Buy |
7,200
+1,600
| +29% | +$73.2K | 0.15% | 56 |
|
|
2018
Q4 | $243K | Sell |
5,600
-320
| -5% | -$14K | 0.12% | 59 |
|
|
2018
Q3 | $248K | Buy |
5,920
+228
| +4% | +$9.7K | 0.11% | 67 |
|
|
2018
Q2 | $238K | Buy |
5,692
+92
| +2% | +$3.72K | 0.11% | 62 |
|
|
2018
Q1 | $229K | Sell |
5,600
-1,236
| -18% | -$47.7K | 0.11% | 61 |
|
|
2017
Q4 | $267K | Hold |
6,836
| – | – | 0.12% | 54 |
|
|
2017
Q3 | $250K | Hold |
6,836
| – | – | 0.13% | 52 |
|
|
2017
Q2 | $239K | Buy |
6,836
+744
| +12% | +$25.4K | 0.13% | 53 |
|
|
2017
Q1 | $196K | Hold |
6,092
| – | – | 0.11% | 60 |
|
|
2016
Q4 | $182K | Buy |
6,092
+92
| +2% | +$2.75K | 0.11% | 66 |
|
|
2016
Q3 | $183K | Hold |
6,000
| – | – | 0.11% | 68 |
|
|
2016
Q2 | $196K | Hold |
6,000
| – | – | 0.13% | 68 |
|
|
2016
Q1 | $178K | Hold |
6,000
| – | – | 0.12% | 69 |
|
|
2015
Q4 | $156K | Buy |
+6,000
| New | +$152K | 0.14% | 75 |
|
Other funds holding NEE
Armbruster Capital Management's NEE Position: Q3 2026 in Review
Armbruster Capital Management reduced its NextEra Energy (NEE) stake by 0.98% in Q3 2026, selling an estimated $6.01K and leaving 7,199 shares worth $545K. The position accounts for 0.08% of the portfolio, ranked #84.
Armbruster Capital Management first reported a position in NEE in Q4 2015 and has held it in 44 quarters since. The position peaked at $675K in Q1 2026. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.
- Armbruster Capital Management held 7,199 shares of NextEra Energy worth $545K as of Q3 2026.
- Armbruster Capital Management sold 71 NextEra Energy shares in Q3 2026, an estimated $6.01K.
- NextEra Energy made up 0.08% of Armbruster Capital Management's portfolio in Q3 2026, its #84 holding.
- Armbruster Capital Management first reported a position in NextEra Energy in Q4 2015 and has held it in 44 quarters since.
- Armbruster Capital Management's NextEra Energy position peaked at $675K in Q1 2026.
- 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.
Based on Armbruster Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.