Callahan 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 | $28.1M | Sell |
302,960
-19,631
| -6% | -$1.75M | 2.35% | 11 |
|
|
2025
Q4 | $25.9M | Sell |
322,591
-3,334
| -1% | -$276K | 2.13% | 12 |
|
|
2025
Q3 | $24.6M | Buy |
325,925
+25,977
| +9% | +$1.9M | 2.09% | 12 |
|
|
2025
Q2 | $20.8M | Buy |
299,948
+69,784
| +30% | +$4.85M | 1.87% | 13 |
|
|
2025
Q1 | $16.3M | Buy |
230,164
+16,146
| +8% | +$1.14M | 1.56% | 22 |
|
|
2024
Q4 | $15.3M | Sell |
214,018
-1,964
| -0.9% | -$153K | 1.44% | 24 |
|
|
2024
Q3 | $18.3M | Sell |
215,982
-7,225
| -3% | -$564K | 1.78% | 16 |
|
|
2024
Q2 | $15.8M | Buy |
223,207
+5,458
| +3% | +$387K | 1.64% | 18 |
|
|
2024
Q1 | $13.9M | Buy |
217,749
+29,248
| +16% | +$1.71M | 1.46% | 23 |
|
|
2023
Q4 | $11.4M | Sell |
188,501
-588
| -0.3% | -$33.5K | 1.33% | 25 |
|
|
2023
Q3 | $10.8M | Sell |
189,089
-209
| -0.1% | -$14.5K | 1.36% | 26 |
|
|
2023
Q2 | $14M | Buy |
189,298
+1,149
| +0.6% | +$87K | 1.71% | 22 |
|
|
2023
Q1 | $14.5M | Sell |
188,149
-2,941
| -2% | -$226K | 1.87% | 18 |
|
|
2022
Q4 | $16M | Buy |
191,090
+9,861
| +5% | +$797K | 2.19% | 13 |
|
|
2022
Q3 | $14.2M | Buy |
181,229
+3,907
| +2% | +$331K | 2.04% | 14 |
|
|
2022
Q2 | $13.7M | Sell |
177,322
-4,055
| -2% | -$309K | 1.83% | 19 |
|
|
2022
Q1 | $15.4M | Sell |
181,377
-99
| -0.1% | -$7.93K | 1.75% | 17 |
|
|
2021
Q4 | $16.9M | Buy |
181,476
+1,279
| +0.7% | +$111K | 1.9% | 13 |
|
|
2021
Q3 | $14.1M | Buy |
180,197
+124
| +0.1% | +$10K | 1.78% | 15 |
|
|
2021
Q2 | $13.2M | Sell |
180,073
-1,864
| -1% | -$140K | 1.68% | 20 |
|
|
2021
Q1 | $13.8M | Sell |
181,937
-5,676
| -3% | -$443K | 1.86% | 16 |
|
|
2020
Q4 | $14.5M | Sell |
187,613
-5,135
| -3% | -$384K | 2.12% | 13 |
|
|
2020
Q3 | $13.4M | Sell |
192,748
-13,600
| -7% | -$939K | 2.19% | 15 |
|
|
2020
Q2 | $12.4M | Buy |
206,348
+7,300
| +4% | +$437K | 2.2% | 11 |
|
|
2020
Q1 | $12M | Sell |
199,048
-8,680
| -4% | -$546K | 2.51% | 8 |
|
|
2019
Q4 | $12.6M | Sell |
207,728
-2,816
| -1% | -$164K | 2.02% | 16 |
|
|
2019
Q3 | $12.3M | Sell |
210,544
-1,560
| -0.7% | -$84.4K | 2.14% | 15 |
|
|
2019
Q2 | $10.9M | Sell |
212,104
-4,004
| -2% | -$197K | 1.95% | 20 |
|
|
2019
Q1 | $10.4M | Sell |
216,108
-4,632
| -2% | -$212K | 1.94% | 19 |
|
|
2018
Q4 | $9.59M | Sell |
220,740
-4,476
| -2% | -$196K | 2.05% | 15 |
|
|
2018
Q3 | $9.44M | Buy |
225,216
+1,452
| +0.6% | +$61.8K | 1.75% | 27 |
|
|
2018
Q2 | $9.34M | Buy |
223,764
+1,164
| +0.5% | +$47K | 1.84% | 21 |
|
|
2018
Q1 | $9.09M | Buy |
222,600
+684
| +0.3% | +$26.4K | 1.86% | 21 |
|
|
2017
Q4 | $8.66M | Buy |
221,916
+2,312
| +1% | +$89.3K | 1.72% | 26 |
|
|
2017
Q3 | $8.05M | Sell |
219,604
-844
| -0.4% | -$30.9K | 1.69% | 25 |
|
|
2017
Q2 | $7.72M | Buy |
220,448
+5,188
| +2% | +$177K | 1.68% | 28 |
|
|
2017
Q1 | $6.91M | Buy |
215,260
+800
| +0.4% | +$25.2K | 1.56% | 29 |
|
|
2016
Q4 | $6.41M | Sell |
214,460
-22,628
| -10% | -$676K | 1.54% | 29 |
|
|
2016
Q3 | $7.25M | Buy |
237,088
+4,424
| +2% | +$139K | 1.81% | 25 |
|
|
2016
Q2 | $7.58M | Buy |
232,664
+2,348
| +1% | +$70.5K | 1.99% | 19 |
|
|
2016
Q1 | $6.81M | Buy |
230,316
+2,884
| +1% | +$81K | 1.87% | 24 |
|
|
2015
Q4 | $5.91M | Buy |
227,432
+11,288
| +5% | +$286K | 1.68% | 26 |
|
|
2015
Q3 | $5.27M | Buy |
216,144
+4,536
| +2% | +$115K | 1.62% | 25 |
|
|
2015
Q2 | $5.19M | Sell |
211,608
-5,052
| -2% | -$128K | 1.49% | 30 |
|
|
2015
Q1 | $5.64M | Sell |
216,660
-6,508
| -3% | -$172K | 1.64% | 23 |
|
|
2014
Q4 | $5.93M | Sell |
223,168
-3,972
| -2% | -$100K | 1.74% | 17 |
|
|
2014
Q3 | $5.33M | Sell |
227,140
-444
| -0.2% | -$10.7K | 1.65% | 17 |
|
|
2014
Q2 | $5.83M | Buy |
227,584
+4,328
| +2% | +$105K | 1.85% | 13 |
|
|
2014
Q1 | $5.34M | Buy |
223,256
+844
| +0.4% | +$19.1K | 1.82% | 12 |
|
|
2013
Q4 | $4.76M | Sell |
222,412
-504
| -0.2% | -$10.6K | 1.66% | 18 |
|
|
2013
Q3 | $4.47M | Buy |
222,916
+2,080
| +0.9% | +$42.9K | 1.7% | 16 |
|
|
2013
Q2 | $4.5M | Buy |
+220,836
| New | +$4.38M | 1.84% | 14 |
|
Other funds holding NEE
VCM
VPM
Callahan Advisors's NEE Position: Q1 2026 in Review
Callahan Advisors reduced its NextEra Energy (NEE) stake by 6.1% in Q1 2026, selling an estimated $1.75M and leaving 302,960 shares worth $28.1M. The position accounts for 2.35% of the portfolio, ranked #11.
Callahan Advisors first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Callahan Advisors held 302,960 shares of NextEra Energy worth $28.1M as of Q1 2026.
- Callahan Advisors sold 19,631 NextEra Energy shares in Q1 2026, an estimated $1.75M.
- NextEra Energy made up 2.35% of Callahan Advisors's portfolio in Q1 2026, its #11 holding.
- Callahan Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.