Bigelow Investment Advisors’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 | $1.92M | Sell |
20,633
-13
| -0.1% | -$1.16K | 0.77% | 35 |
|
|
2025
Q4 | $1.66M | Sell |
20,646
-1,513
| -7% | -$125K | 0.65% | 42 |
|
|
2025
Q3 | $1.67M | Buy |
22,159
+513
| +2% | +$37.5K | 0.67% | 43 |
|
|
2025
Q2 | $1.5M | Sell |
21,646
-113
| -0.5% | -$7.85K | 0.66% | 44 |
|
|
2025
Q1 | $1.54M | Buy |
21,759
+745
| +4% | +$52.6K | 0.73% | 37 |
|
|
2024
Q4 | $1.51M | Sell |
21,014
-1,695
| -7% | -$132K | 0.71% | 40 |
|
|
2024
Q3 | $1.92M | Sell |
22,709
-4
| -0% | -$312 | 0.86% | 29 |
|
|
2024
Q2 | $1.61M | Sell |
22,713
-260
| -1% | -$18.4K | 0.77% | 33 |
|
|
2024
Q1 | $1.47M | Buy |
22,973
+692
| +3% | +$40.5K | 0.72% | 37 |
|
|
2023
Q4 | $1.35M | Sell |
22,281
-2,193
| -9% | -$125K | 0.73% | 37 |
|
|
2023
Q3 | $1.4M | Sell |
24,474
-6
| -0% | -$415 | 0.81% | 37 |
|
|
2023
Q2 | $1.82M | Sell |
24,480
-195
| -0.8% | -$14.8K | 0.99% | 25 |
|
|
2023
Q1 | $1.9M | Sell |
24,675
-1,047
| -4% | -$80.5K | 1.1% | 20 |
|
|
2022
Q4 | $2.15M | Sell |
25,722
-52
| -0.2% | -$4.2K | 1.25% | 19 |
|
|
2022
Q3 | $2.02M | Buy |
25,774
+521
| +2% | +$44.2K | 1.21% | 19 |
|
|
2022
Q2 | $1.96M | Buy |
25,253
+250
| +1% | +$19K | 1.08% | 19 |
|
|
2022
Q1 | $2.12M | Buy |
25,003
+943
| +4% | +$75.6K | 0.99% | 24 |
|
|
2021
Q4 | $2.25M | Sell |
24,060
-43
| -0.2% | -$3.72K | 1.02% | 22 |
|
|
2021
Q3 | $1.89M | Sell |
24,103
-991
| -4% | -$79.9K | 0.93% | 27 |
|
|
2021
Q2 | $1.84M | Hold |
25,094
| – | – | 0.89% | 25 |
|
|
2021
Q1 | $1.9M | Buy |
25,094
+696
| +3% | +$54.3K | 0.96% | 24 |
|
|
2020
Q4 | $1.88M | Buy |
24,398
+50
| +0.2% | +$3.74K | 1% | 20 |
|
|
2020
Q3 | $1.69M | Sell |
24,348
-620
| -2% | -$42.8K | 1% | 21 |
|
|
2020
Q2 | $1.5M | Sell |
24,968
-60
| -0.2% | -$3.59K | 0.97% | 23 |
|
|
2020
Q1 | $1.51M | Sell |
25,028
-784
| -3% | -$49.3K | 1.13% | 20 |
|
|
2019
Q4 | $1.56M | Sell |
25,812
-348
| -1% | -$20.3K | 0.92% | 26 |
|
|
2019
Q3 | $1.52M | Buy |
26,160
+140
| +0.5% | +$7.58K | 0.97% | 24 |
|
|
2019
Q2 | $1.33M | Sell |
26,020
-348
| -1% | -$17.1K | 0.89% | 30 |
|
|
2019
Q1 | $1.27M | Sell |
26,368
-6,044
| -19% | -$276K | 0.88% | 28 |
|
|
2018
Q4 | $1.41M | Sell |
32,412
-124
| -0.4% | -$5.42K | 1.05% | 26 |
|
|
2018
Q3 | $1.36M | Buy |
32,536
+140
| +0.4% | +$5.96K | 0.92% | 29 |
|
|
2018
Q2 | $1.35M | Sell |
32,396
-500
| -2% | -$20.2K | 0.92% | 27 |
|
|
2018
Q1 | $1.34M | Buy |
32,896
+22,012
| +202% | +$849K | 0.91% | 27 |
|
|
2017
Q4 | $425K | Buy |
+10,884
| New | +$420K | 0.42% | 63 |
|
Other funds holding NEE
VCM
VPM
Bigelow Investment Advisors's NEE Position: Q1 2026 in Review
Bigelow Investment Advisors reduced its NextEra Energy (NEE) stake by 0.06% in Q1 2026, selling an estimated $1.16K and leaving 20,633 shares worth $1.92M. The position accounts for 0.77% of the portfolio, ranked #35.
Bigelow Investment Advisors first reported a position in NEE in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.25M in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Bigelow Investment Advisors held 20,633 shares of NextEra Energy worth $1.92M as of Q1 2026.
- Bigelow Investment Advisors sold 13 NextEra Energy shares in Q1 2026, an estimated $1.16K.
- NextEra Energy made up 0.77% of Bigelow Investment Advisors's portfolio in Q1 2026, its #35 holding.
- Bigelow Investment Advisors first reported a position in NextEra Energy in Q4 2017 and has held it in 34 quarters since.
- Bigelow Investment Advisors's NextEra Energy position peaked at $2.25M in Q4 2021.
- 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.