Beach Investment Counsel’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $24.7M | Sell |
349,117
-41,471
| -11% | -$2.93M | 3.64% | 7 |
|
|
2024
Q4 | $28M | Sell |
390,588
-113,268
| -22% | -$8.8M | 3.78% | 7 |
|
|
2024
Q3 | $42.6M | Sell |
503,856
-9,989
| -2% | -$780K | 5.27% | 3 |
|
|
2024
Q2 | $36.4M | Sell |
513,845
-4,979
| -1% | -$353K | 4.48% | 5 |
|
|
2024
Q1 | $31.5M | Hold |
518,824
| – | – | 3.89% | 5 |
|
|
2023
Q4 | $31.5M | Buy |
518,824
+253,137
| +95% | +$14.4M | 3.89% | 5 |
|
|
2023
Q3 | $15.2M | Sell |
265,687
-302
| -0.1% | -$20.9K | 1.9% | 15 |
|
|
2023
Q2 | $19.7M | Sell |
265,989
-2,582
| -1% | -$195K | 2.35% | 9 |
|
|
2023
Q1 | $20.7M | Sell |
268,571
-3,617
| -1% | -$278K | 2.76% | 8 |
|
|
2022
Q4 | $22.8M | Buy |
272,188
+21,355
| +9% | +$1.73M | 2.84% | 7 |
|
|
2022
Q3 | $19.7M | Sell |
250,833
-11,475
| -4% | -$973K | 2.8% | 7 |
|
|
2022
Q2 | $20.3M | Sell |
262,308
-73,107
| -22% | -$5.57M | 2.54% | 9 |
|
|
2022
Q1 | $28.4M | Buy |
+335,415
| New | +$26.9M | 3% | 5 |
|
|
2021
Q4 | – | Sell |
-404,143
| Closed | -$31.7M | – | 154 |
|
|
2021
Q3 | $31.7M | Sell |
404,143
-170
| -0% | -$13.7K | 3.01% | 6 |
|
|
2021
Q2 | $29.6M | Sell |
404,313
-10,850
| -3% | -$814K | 2.65% | 5 |
|
|
2021
Q1 | $31.4M | Buy |
415,163
+2,530
| +0.6% | +$197K | 2.79% | 5 |
|
|
2020
Q4 | $31.8M | Sell |
412,633
-1,287
| -0.3% | -$96.3K | 3.02% | 4 |
|
|
2020
Q3 | $28.7M | Buy |
413,920
+59,624
| +17% | +$4.12M | 3.38% | 3 |
|
|
2020
Q2 | $21.3M | Buy |
354,296
+144,216
| +69% | +$8.63M | 2.85% | 11 |
|
|
2020
Q1 | $12.6M | Sell |
210,080
-346,504
| -62% | -$21.8M | 2.11% | 15 |
|
|
2019
Q4 | $33.7M | Sell |
556,584
-57,092
| -9% | -$3.33M | 3.72% | 5 |
|
|
2019
Q3 | $35.7M | Buy |
613,676
+1,380
| +0.2% | +$74.7K | 4.11% | 6 |
|
|
2019
Q2 | $31.4M | Sell |
612,296
-39,780
| -6% | -$1.96M | 3.6% | 6 |
|
|
2019
Q1 | $31.5M | Sell |
652,076
-400
| -0.1% | -$18.3K | 3.55% | 7 |
|
|
2018
Q4 | $29.2M | Sell |
652,476
-4,668
| -0.7% | -$204K | 3.54% | 7 |
|
|
2018
Q3 | $27.5M | Buy |
657,144
+2,956
| +0.5% | +$126K | 2.71% | 10 |
|
|
2018
Q2 | $27.3M | Buy |
654,188
+19,480
| +3% | +$787K | 2.85% | 6 |
|
|
2018
Q1 | $25.9M | Sell |
634,708
-2,484
| -0.4% | -$95.8K | 2.7% | 8 |
|
|
2017
Q4 | $24.9M | Sell |
637,192
-17,580
| -3% | -$679K | 2.42% | 11 |
|
|
2017
Q3 | $24M | Buy |
654,772
+440
| +0.1% | +$16.1K | 2.52% | 9 |
|
|
2017
Q2 | $22.9M | Hold |
654,332
| – | – | 2.35% | 12 |
|
|
2017
Q1 | $21M | Sell |
654,332
-5,796
| -0.9% | -$182K | 2.26% | 14 |
|
|
2016
Q4 | $19.7M | Sell |
660,128
-247,540
| -27% | -$7.4M | 2.25% | 13 |
|
|
2016
Q3 | $27.8M | Sell |
907,668
-6,136
| -0.7% | -$193K | 3.15% | 8 |
|
|
2016
Q2 | $29.8M | Sell |
913,804
-4,080
| -0.4% | -$122K | 3.51% | 7 |
|
|
2016
Q1 | $27.2M | Buy |
917,884
+91,620
| +11% | +$2.57M | 3.1% | 7 |
|
|
2015
Q4 | $21.5M | Buy |
826,264
+2,080
| +0.3% | +$52.6K | 2.44% | 11 |
|
|
2015
Q3 | $20.1M | Hold |
824,184
| – | – | 2.47% | 9 |
|
|
2015
Q2 | $20.2M | Sell |
824,184
-18,080
| -2% | -$460K | 2% | 12 |
|
|
2015
Q1 | $21.9M | Buy |
842,264
+597,880
| +245% | +$15.8M | 2.01% | 13 |
|
|
2014
Q4 | $6.49M | Sell |
244,384
-2,000
| -0.8% | -$50.5K | 0.54% | 43 |
|
|
2014
Q3 | $5.78M | Hold |
246,384
| – | – | 0.54% | 36 |
|
|
2014
Q2 | $6.31M | Sell |
246,384
-1,600
| -0.6% | -$38.9K | 0.56% | 40 |
|
|
2014
Q1 | $5.93M | Sell |
247,984
-6,000
| -2% | -$136K | 0.53% | 38 |
|
|
2013
Q4 | $5.44M | Sell |
253,984
-3,568
| -1% | -$75.2K | 0.51% | 41 |
|
|
2013
Q3 | $5.16M | Hold |
257,552
| – | – | 0.55% | 35 |
|
|
2013
Q2 | $5.25M | Buy |
+257,552
| New | +$5.11M | 0.56% | 34 |
|
Other funds holding NEE
Beach Investment Counsel's NEE Position: Q1 2025 in Review
Beach Investment Counsel reduced its NextEra Energy (NEE) stake by 11% in Q1 2025, selling an estimated $2.93M and leaving 349,117 shares worth $24.7M. The position accounts for 3.64% of the portfolio, ranked #7.
Beach Investment Counsel first reported a position in NEE in Q2 2013 and has held it in 47 quarters since. The position peaked at $42.6M in Q3 2024. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.
- Beach Investment Counsel held 349,117 shares of NextEra Energy worth $24.7M as of Q1 2025.
- Beach Investment Counsel sold 41,471 NextEra Energy shares in Q1 2025, an estimated $2.93M.
- NextEra Energy made up 3.64% of Beach Investment Counsel's portfolio in Q1 2025, its #7 holding.
- Beach Investment Counsel first reported a position in NextEra Energy in Q2 2013 and has held it in 47 quarters since.
- Beach Investment Counsel's NextEra Energy position peaked at $42.6M in Q3 2024.
- 2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.
Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.