Aureus Asset 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
Q1 | $55.7M | Buy |
599,508
+4,703
| +0.8% | +$418K | 3.71% | 7 |
|
|
2025
Q4 | $47.8M | Buy |
594,805
+11,489
| +2% | +$952K | 3.04% | 9 |
|
|
2025
Q3 | $44M | Sell |
583,316
-12,351
| -2% | -$902K | 2.87% | 11 |
|
|
2025
Q2 | $41.4M | Sell |
595,667
-3,076
| -0.5% | -$214K | 2.65% | 11 |
|
|
2025
Q1 | $42.4M | Sell |
598,743
-8,599
| -1% | -$607K | 2.97% | 8 |
|
|
2024
Q4 | $43.5M | Sell |
607,342
-6,870
| -1% | -$534K | 2.81% | 10 |
|
|
2024
Q3 | $51.9M | Sell |
614,212
-15,550
| -2% | -$1.21M | 3.4% | 7 |
|
|
2024
Q2 | $44.6M | Buy |
629,762
+3,197
| +0.5% | +$227K | 3.12% | 9 |
|
|
2024
Q1 | $40M | Buy |
626,565
+199,718
| +47% | +$11.7M | 2.73% | 12 |
|
|
2023
Q4 | $25.9M | Buy |
426,847
+8,412
| +2% | +$479K | 1.9% | 25 |
|
|
2023
Q3 | $24M | Buy |
418,435
+69,156
| +20% | +$4.79M | 1.93% | 25 |
|
|
2023
Q2 | $25.9M | Buy |
349,279
+158,040
| +83% | +$12M | 1.94% | 24 |
|
|
2023
Q1 | $14.7M | Buy |
191,239
+187,163
| +4,592% | +$14.4M | 1.17% | 32 |
|
|
2022
Q4 | $341K | Buy |
4,076
+749
| +23% | +$60.5K | 0.03% | 143 |
|
|
2022
Q3 | $261K | Sell |
3,327
-3,972
| -54% | -$337K | 0.02% | 150 |
|
|
2022
Q2 | $565K | Buy |
7,299
+16
| +0.2% | +$1.22K | 0.05% | 119 |
|
|
2022
Q1 | $617K | Sell |
7,283
-1,156
| -14% | -$92.6K | 0.04% | 133 |
|
|
2021
Q4 | $788K | Hold |
8,439
| – | – | 0.05% | 105 |
|
|
2021
Q3 | $663K | Buy |
8,439
+135
| +2% | +$10.9K | 0.04% | 113 |
|
|
2021
Q2 | $609K | Sell |
8,304
-120
| -1% | -$9.01K | 0.04% | 125 |
|
|
2021
Q1 | $637K | Buy |
8,424
+2,052
| +32% | +$160K | 0.05% | 103 |
|
|
2020
Q4 | $492K | Hold |
6,372
| – | – | 0.04% | 124 |
|
|
2020
Q3 | $442K | Sell |
6,372
-140
| -2% | -$9.66K | 0.04% | 125 |
|
|
2020
Q2 | $391K | Sell |
6,512
-468
| -7% | -$28K | 0.04% | 116 |
|
|
2020
Q1 | $420K | Buy |
6,980
+484
| +7% | +$30.4K | 0.06% | 104 |
|
|
2019
Q4 | $393K | Buy |
6,496
+80
| +1% | +$4.67K | 0.04% | 126 |
|
|
2019
Q3 | $374K | Hold |
6,416
| – | – | 0.05% | 120 |
|
|
2019
Q2 | $329K | Sell |
6,416
-1,380
| -18% | -$67.9K | 0.04% | 130 |
|
|
2019
Q1 | $377K | Sell |
7,796
-280
| -3% | -$12.8K | 0.05% | 123 |
|
|
2018
Q4 | $351K | Sell |
8,076
-1,148
| -12% | -$50.2K | 0.06% | 120 |
|
|
2018
Q3 | $386K | Hold |
9,224
| – | – | 0.05% | 131 |
|
|
2018
Q2 | $385K | Buy |
9,224
+1,360
| +17% | +$54.9K | 0.05% | 134 |
|
|
2018
Q1 | $321K | Sell |
7,864
-396
| -5% | -$15.3K | 0.05% | 138 |
|
|
2017
Q4 | $323K | Hold |
8,260
| – | – | 0.05% | 142 |
|
|
2017
Q3 | $303K | Buy |
8,260
+1,928
| +30% | +$70.6K | 0.05% | 141 |
|
|
2017
Q2 | $222K | Hold |
6,332
| – | – | 0.04% | 151 |
|
|
2017
Q1 | $213K | Buy |
+6,332
| New | +$199K | 0.04% | 169 |
|
|
2016
Q3 | – | Sell |
-8,800
| Closed | -$287K | – | 152 |
|
|
2016
Q2 | $287K | Buy |
+8,800
| New | +$264K | 0.06% | 94 |
|
|
2016
Q1 | – | Sell |
-9,300
| Closed | -$242K | – | 134 |
|
|
2015
Q4 | $242K | Buy |
+9,300
| New | +$235K | 0.05% | 118 |
|
|
2015
Q3 | – | Sell |
-8,200
| Closed | -$201K | – | 167 |
|
|
2015
Q2 | $201K | Hold |
8,200
| – | – | 0.04% | 167 |
|
|
2015
Q1 | $213K | Buy |
+8,200
| New | +$216K | 0.05% | 144 |
|
Other funds holding NEE
VCM
VPM
Aureus Asset Management's NEE Position: Q1 2026 in Review
Aureus Asset Management increased its NextEra Energy (NEE) stake by 0.79% in Q1 2026, buying an estimated $418K and bringing the position to 599,508 shares worth $55.7M. The position accounts for 3.71% of the portfolio, ranked #7.
Aureus Asset Management first reported a position in NEE in Q1 2015 and has held it in 41 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Aureus Asset Management held 599,508 shares of NextEra Energy worth $55.7M as of Q1 2026.
- Aureus Asset Management bought 4,703 NextEra Energy shares in Q1 2026, an estimated $418K.
- NextEra Energy made up 3.71% of Aureus Asset Management's portfolio in Q1 2026, its #7 holding.
- Aureus Asset Management first reported a position in NextEra Energy in Q1 2015 and has held it in 41 quarters since.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.