Bartlett & Co Wealth 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 | $112M | Buy |
1,168,736
+43,872
| +4% | +$3.9M | 1.43% | 19 |
|
|
2025
Q4 | $90.3M | Buy |
1,124,864
+8,891
| +0.8% | +$736K | 1.18% | 23 |
|
|
2025
Q3 | $84.2M | Sell |
1,115,973
-35,087
| -3% | -$2.56M | 1.11% | 23 |
|
|
2025
Q2 | $79.9M | Buy |
1,151,060
+40,939
| +4% | +$2.84M | 1.12% | 22 |
|
|
2025
Q1 | $78.7M | Buy |
1,110,121
+20,025
| +2% | +$1.41M | 1.16% | 25 |
|
|
2024
Q4 | $78.1M | Buy |
1,090,096
+19,436
| +2% | +$1.51M | 1.13% | 27 |
|
|
2024
Q3 | $90.5M | Buy |
1,070,660
+24,512
| +2% | +$1.91M | 1.3% | 22 |
|
|
2024
Q2 | $74.1M | Buy |
1,046,148
+72,573
| +7% | +$5.15M | 1.12% | 30 |
|
|
2024
Q1 | $62.2M | Buy |
973,575
+81,609
| +9% | +$4.78M | 0.96% | 31 |
|
|
2023
Q4 | $54.4M | Sell |
891,966
-80,728
| -8% | -$4.6M | 0.88% | 36 |
|
|
2023
Q3 | $55.7M | Buy |
972,694
+17,736
| +2% | +$1.23M | 1% | 29 |
|
|
2023
Q2 | $70.9M | Buy |
954,958
+31,274
| +3% | +$2.37M | 1.23% | 23 |
|
|
2023
Q1 | $71.2M | Buy |
923,684
+26,052
| +3% | +$2M | 1.38% | 20 |
|
|
2022
Q4 | $75M | Buy |
897,632
+6,396
| +0.7% | +$517K | 1.51% | 16 |
|
|
2022
Q3 | $69.9M | Sell |
891,236
-11,502
| -1% | -$976K | 1.5% | 18 |
|
|
2022
Q2 | $69.9M | Buy |
902,738
+7,460
| +0.8% | +$568K | 1.42% | 18 |
|
|
2022
Q1 | $75.8M | Buy |
895,278
+24,766
| +3% | +$1.98M | 1.33% | 20 |
|
|
2021
Q4 | $81.3M | Sell |
870,512
-2,135
| -0.2% | -$185K | 1.38% | 20 |
|
|
2021
Q3 | $68.5M | Buy |
872,647
+7,731
| +0.9% | +$624K | 1.31% | 23 |
|
|
2021
Q2 | $63.4M | Buy |
864,916
+27,431
| +3% | +$2.06M | 1.21% | 25 |
|
|
2021
Q1 | $63.3M | Buy |
837,485
+30,341
| +4% | +$2.37M | 1.27% | 21 |
|
|
2020
Q4 | $62.3M | Buy |
807,144
+23,668
| +3% | +$1.77M | 1.33% | 20 |
|
|
2020
Q3 | $54.4M | Buy |
783,476
+29,196
| +4% | +$2.02M | 1.28% | 22 |
|
|
2020
Q2 | $45.3M | Buy |
754,280
+134,656
| +22% | +$8.06M | 1.18% | 25 |
|
|
2020
Q1 | $37.3M | Buy |
619,624
+296,132
| +92% | +$18.6M | 1.13% | 27 |
|
|
2019
Q4 | $19.6M | Buy |
323,492
+150,800
| +87% | +$8.8M | 0.48% | 60 |
|
|
2019
Q3 | $10.1M | Buy |
172,692
+157,568
| +1,042% | +$8.53M | 0.26% | 91 |
|
|
2019
Q2 | $775K | Sell |
15,124
-212
| -1% | -$10.4K | 0.03% | 181 |
|
|
2019
Q1 | $741K | Buy |
15,336
+120
| +0.8% | +$5.49K | 0.03% | 183 |
|
|
2018
Q4 | $661K | Buy |
15,216
+2,560
| +20% | +$112K | 0.03% | 183 |
|
|
2018
Q3 | $530K | Sell |
12,656
-964
| -7% | -$41K | 0.02% | 201 |
|
|
2018
Q2 | $569K | Buy |
13,620
+1,752
| +15% | +$70.8K | 0.02% | 194 |
|
|
2018
Q1 | $485K | Buy |
+11,868
| New | +$458K | 0.02% | 199 |
|
Other funds holding NEE
VCM
VPM
Bartlett & Co Wealth Management's NEE Position: Q1 2026 in Review
Bartlett & Co Wealth Management increased its NextEra Energy (NEE) stake by 3.9% in Q1 2026, buying an estimated $3.9M and bringing the position to 1,168,736 shares worth $112M. The position accounts for 1.43% of the portfolio, ranked #19.
Bartlett & Co Wealth Management first reported a position in NEE in Q1 2018 and has held it in 33 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Bartlett & Co Wealth Management held 1,168,736 shares of NextEra Energy worth $112M as of Q1 2026.
- Bartlett & Co Wealth Management bought 43,872 NextEra Energy shares in Q1 2026, an estimated $3.9M.
- NextEra Energy made up 1.43% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #19 holding.
- Bartlett & Co Wealth Management first reported a position in NextEra Energy in Q1 2018 and has held it in 33 quarters since.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.