Bollard Group’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 | $2M | Sell |
21,517
-981
| -4% | -$87.2K | 0.06% | 88 |
|
|
2025
Q4 | $1.81M | Sell |
22,498
-728
| -3% | -$60.3K | 0.05% | 89 |
|
|
2025
Q3 | $1.75M | Buy |
23,226
+785
| +3% | +$57.4K | 0.04% | 95 |
|
|
2025
Q2 | $1.56M | Buy |
22,441
+792
| +4% | +$55K | 0.04% | 100 |
|
|
2025
Q1 | $1.53M | Buy |
21,649
+82
| +0.4% | +$5.79K | 0.04% | 95 |
|
|
2024
Q4 | $1.55M | Buy |
21,567
+73
| +0.3% | +$5.67K | 0.04% | 90 |
|
|
2024
Q3 | $1.82M | Sell |
21,494
-2,189
| -9% | -$171K | 0.05% | 93 |
|
|
2024
Q2 | $1.68M | Buy |
23,683
+5,282
| +29% | +$375K | 0.05% | 91 |
|
|
2024
Q1 | $1.18M | Buy |
18,401
+4,010
| +28% | +$235K | 0.04% | 102 |
|
|
2023
Q4 | $874K | Sell |
14,391
-7,005
| -33% | -$399K | 0.03% | 112 |
|
|
2023
Q3 | $1.23M | Sell |
21,396
-830,307
| -97% | -$57.5M | 0.05% | 99 |
|
|
2023
Q2 | $63.2M | Buy |
851,703
+5,217
| +0.6% | +$395K | 2.15% | 6 |
|
|
2023
Q1 | $65.2M | Buy |
846,486
+4,988
| +0.6% | +$384K | 2.36% | 6 |
|
|
2022
Q4 | $70.3M | Sell |
841,498
-33,748
| -4% | -$2.73M | 2.69% | 4 |
|
|
2022
Q3 | $68.6M | Buy |
875,246
+4,019
| +0.5% | +$341K | 2.88% | 5 |
|
|
2022
Q2 | $67.5M | Buy |
871,227
+4,756
| +0.5% | +$362K | 2.73% | 6 |
|
|
2022
Q1 | $73.4M | Buy |
866,471
+38,843
| +5% | +$3.11M | 2.35% | 5 |
|
|
2021
Q4 | $77.3M | Buy |
827,628
+6,101
| +0.7% | +$527K | 2.47% | 5 |
|
|
2021
Q3 | $64.5M | Buy |
821,527
+9,107
| +1% | +$734K | 2.11% | 7 |
|
|
2021
Q2 | $59.5M | Buy |
812,420
+12,886
| +2% | +$967K | 1.89% | 9 |
|
|
2021
Q1 | $60.5M | Buy |
799,534
+10,267
| +1% | +$801K | 2.12% | 7 |
|
|
2020
Q4 | $60.9M | Sell |
789,267
-10,681
| -1% | -$799K | 2.27% | 6 |
|
|
2020
Q3 | $55.5M | Buy |
799,948
+1,684
| +0.2% | +$116K | 2% | 7 |
|
|
2020
Q2 | $47.9M | Sell |
798,264
-10,568
| -1% | -$633K | 1.88% | 7 |
|
|
2020
Q1 | $48.7M | Sell |
808,832
-1,208
| -0.1% | -$75.9K | 2.16% | 4 |
|
|
2019
Q4 | $49M | Buy |
810,040
+50,728
| +7% | +$2.96M | 1.59% | 7 |
|
|
2019
Q3 | $44.2M | Sell |
759,312
-29,420
| -4% | -$1.59M | 1.55% | 7 |
|
|
2019
Q2 | $40.4M | Buy |
788,732
+4,192
| +0.5% | +$206K | 1.39% | 7 |
|
|
2019
Q1 | $37.9M | Buy |
784,540
+4,588
| +0.6% | +$210K | 1.43% | 9 |
|
|
2018
Q4 | $33.9M | Buy |
779,952
+27,960
| +4% | +$1.22M | 1.49% | 8 |
|
|
2018
Q3 | $31.5M | Buy |
751,992
+38,044
| +5% | +$1.62M | 1.27% | 8 |
|
|
2018
Q2 | $29.8M | Buy |
713,948
+4,584
| +0.6% | +$185K | 1.37% | 9 |
|
|
2018
Q1 | $29M | Buy |
709,364
+4,760
| +0.7% | +$184K | 1.44% | 7 |
|
|
2017
Q4 | $27.5M | Buy |
704,604
+4,172
| +0.6% | +$161K | 1.32% | 9 |
|
|
2017
Q3 | $25.7M | Buy |
700,432
+4,376
| +0.6% | +$160K | 1.35% | 9 |
|
|
2017
Q2 | $24.4M | Buy |
696,056
+4,596
| +0.7% | +$157K | 1.32% | 8 |
|
|
2017
Q1 | $22.2M | Buy |
691,460
+103,924
| +18% | +$3.27M | 1.27% | 8 |
|
|
2016
Q4 | $17.5M | Buy |
587,536
+4,100
| +0.7% | +$123K | 1.14% | 10 |
|
|
2016
Q3 | $17.8M | Buy |
583,436
+6,924
| +1% | +$218K | 1.14% | 8 |
|
|
2016
Q2 | $18.8M | Buy |
576,512
+3,796
| +0.7% | +$114K | 1.28% | 7 |
|
|
2016
Q1 | $16.9M | Buy |
572,716
+4,044
| +0.7% | +$114K | 1.36% | 9 |
|
|
2015
Q4 | $14.8M | Buy |
568,672
+4,192
| +0.7% | +$106K | 1.22% | 10 |
|
|
2015
Q3 | $13.8M | Buy |
564,480
+4,240
| +0.8% | +$108K | 1.13% | 13 |
|
|
2015
Q2 | $13.7M | Buy |
560,240
+4,224
| +0.8% | +$107K | 1.04% | 15 |
|
|
2015
Q1 | $14.5M | Buy |
556,016
+48,652
| +10% | +$1.28M | 1.08% | 12 |
|
|
2014
Q4 | $13.5M | Buy |
507,364
+31,500
| +7% | +$795K | 1.19% | 16 |
|
|
2014
Q3 | $11.2M | Buy |
475,864
+26,028
| +6% | +$628K | 1.05% | 16 |
|
|
2014
Q2 | $11.5M | Buy |
449,836
+2,160
| +0.5% | +$52.5K | 1.11% | 14 |
|
|
2014
Q1 | $10.7M | Buy |
447,676
+1,976
| +0.4% | +$44.8K | 1.08% | 14 |
|
|
2013
Q4 | $9.54M | Buy |
445,700
+9,584
| +2% | +$202K | 1.05% | 14 |
|
|
2013
Q3 | $8.74M | Sell |
436,116
-8,432
| -2% | -$174K | 1.03% | 13 |
|
|
2013
Q2 | $9.05M | Buy |
+444,548
| New | +$8.82M | 1.74% | 12 |
|
Other funds holding NEE
VCM
VPM
Bollard Group's NEE Position: Q1 2026 in Review
Bollard Group reduced its NextEra Energy (NEE) stake by 4.4% in Q1 2026, selling an estimated $87.2K and leaving 21,517 shares worth $2M. The position accounts for 0.06% of the portfolio, ranked #88.
Bollard Group first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $77.3M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Bollard Group held 21,517 shares of NextEra Energy worth $2M as of Q1 2026.
- Bollard Group sold 981 NextEra Energy shares in Q1 2026, an estimated $87.2K.
- NextEra Energy made up 0.06% of Bollard Group's portfolio in Q1 2026, its #88 holding.
- Bollard Group first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- Bollard Group's NextEra Energy position peaked at $77.3M in Q4 2021.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.