Blue Chip Partners’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 | $16.9M | Buy |
181,546
+3,508
| +2% | +$312K | 1.21% | 33 |
|
|
2025
Q4 | $14.3M | Buy |
178,038
+2,888
| +2% | +$239K | 1.04% | 36 |
|
|
2025
Q3 | $13.2M | Buy |
175,150
+1,025
| +0.6% | +$74.9K | 0.99% | 37 |
|
|
2025
Q2 | $12.1M | Buy |
174,125
+4,256
| +3% | +$296K | 0.98% | 35 |
|
|
2025
Q1 | $12M | Buy |
169,869
+12,395
| +8% | +$875K | 1.04% | 34 |
|
|
2024
Q4 | $11.3M | Buy |
157,474
+1,581
| +1% | +$123K | 0.97% | 37 |
|
|
2024
Q3 | $13.2M | Buy |
155,893
+2,931
| +2% | +$229K | 1.14% | 32 |
|
|
2024
Q2 | $10.8M | Buy |
152,962
+24,239
| +19% | +$1.72M | 1% | 36 |
|
|
2024
Q1 | $8.23M | Sell |
128,723
-4,777
| -4% | -$280K | 0.8% | 39 |
|
|
2023
Q4 | $8.11M | Buy |
133,500
+10,803
| +9% | +$616K | 0.85% | 38 |
|
|
2023
Q3 | $7.03M | Buy |
122,697
+39,719
| +48% | +$2.75M | 0.84% | 34 |
|
|
2023
Q2 | $6.16M | Sell |
82,978
-7,313
| -8% | -$554K | 0.7% | 39 |
|
|
2023
Q1 | $6.96M | Sell |
90,291
-11,096
| -11% | -$853K | 0.83% | 38 |
|
|
2022
Q4 | $8.48M | Sell |
101,387
-3,307
| -3% | -$267K | 1.05% | 36 |
|
|
2022
Q3 | $8.21M | Sell |
104,694
-271
| -0.3% | -$23K | 1.13% | 35 |
|
|
2022
Q2 | $8.13M | Sell |
104,965
-7,601
| -7% | -$579K | 1.04% | 38 |
|
|
2022
Q1 | $9.54M | Sell |
112,566
-124,814
| -53% | -$10M | 1.19% | 33 |
|
|
2021
Q4 | $22.2M | Buy |
237,380
+6,024
| +3% | +$521K | 2.78% | 14 |
|
|
2021
Q3 | $18.2M | Buy |
231,356
+7,042
| +3% | +$568K | 2.55% | 14 |
|
|
2021
Q2 | $16.4M | Buy |
224,314
+1,934
| +0.9% | +$145K | 2.35% | 18 |
|
|
2021
Q1 | $16.8M | Sell |
222,380
-4,490
| -2% | -$350K | 2.58% | 15 |
|
|
2020
Q4 | $17.5M | Buy |
226,870
+13,750
| +6% | +$1.03M | 2.74% | 10 |
|
|
2020
Q3 | $14.8M | Buy |
213,120
+174,580
| +453% | +$12.1M | 2.63% | 12 |
|
|
2020
Q2 | $2.31M | Buy |
38,540
+356
| +0.9% | +$21.3K | 0.45% | 42 |
|
|
2020
Q1 | $2.3M | Buy |
38,184
+452
| +1% | +$28.4K | 0.57% | 40 |
|
|
2019
Q4 | $2.28M | Sell |
37,732
-400
| -1% | -$23.4K | 0.43% | 50 |
|
|
2019
Q3 | $2.22M | Buy |
38,132
+448
| +1% | +$24.2K | 0.47% | 50 |
|
|
2019
Q2 | $1.93M | Sell |
37,684
-124
| -0.3% | -$6.1K | 0.43% | 55 |
|
|
2019
Q1 | $1.83M | Sell |
37,808
-748
| -2% | -$34.2K | 0.43% | 55 |
|
|
2018
Q4 | $1.68M | Sell |
38,556
-508
| -1% | -$22.2K | 0.42% | 58 |
|
|
2018
Q3 | $1.64M | Sell |
39,064
-12,280
| -24% | -$523K | 0.4% | 53 |
|
|
2018
Q2 | $2.14M | Sell |
51,344
-11,812
| -19% | -$477K | 0.57% | 48 |
|
|
2018
Q1 | $2.58M | Sell |
63,156
-12,952
| -17% | -$499K | 0.71% | 46 |
|
|
2017
Q4 | $2.97M | Buy |
76,108
+7,864
| +12% | +$304K | 0.88% | 40 |
|
|
2017
Q3 | $2.5M | Buy |
68,244
+5,840
| +9% | +$214K | 0.81% | 45 |
|
|
2017
Q2 | $2.19M | Buy |
62,404
+7,232
| +13% | +$247K | 0.76% | 51 |
|
|
2017
Q1 | $1.77M | Buy |
55,172
+10,000
| +22% | +$314K | 0.67% | 55 |
|
|
2016
Q4 | $1.35M | Buy |
45,172
+33,872
| +300% | +$1.01M | 0.53% | 58 |
|
|
2016
Q3 | $346K | Buy |
11,300
+6,992
| +162% | +$220K | 0.15% | 88 |
|
|
2016
Q2 | $140K | Buy |
+4,308
| New | +$129K | 0.06% | 112 |
|
Other funds holding NEE
VCM
VPM
Blue Chip Partners's NEE Position: Q1 2026 in Review
Blue Chip Partners increased its NextEra Energy (NEE) stake by 2% in Q1 2026, buying an estimated $312K and bringing the position to 181,546 shares worth $16.9M. The position accounts for 1.21% of the portfolio, ranked #33.
Blue Chip Partners first reported a position in NEE in Q2 2016 and has held it in 40 quarters since. The position peaked at $22.2M in Q4 2021. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Blue Chip Partners held 181,546 shares of NextEra Energy worth $16.9M as of Q1 2026.
- Blue Chip Partners bought 3,508 NextEra Energy shares in Q1 2026, an estimated $312K.
- NextEra Energy made up 1.21% of Blue Chip Partners's portfolio in Q1 2026, its #33 holding.
- Blue Chip Partners first reported a position in NextEra Energy in Q2 2016 and has held it in 40 quarters since.
- Blue Chip Partners's NextEra Energy position peaked at $22.2M in Q4 2021.
- 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.