Calton & Associates’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 | $849K | Buy |
9,144
+724
| +9% | +$64.4K | 0.12% | 157 |
|
|
2025
Q4 | $676K | Buy |
8,420
+241
| +3% | +$20K | 0.1% | 198 |
|
|
2025
Q3 | $617K | Buy |
8,179
+2,199
| +37% | +$161K | 0.09% | 195 |
|
|
2025
Q2 | $415K | Buy |
5,980
+3,133
| +110% | +$218K | 0.07% | 233 |
|
|
2025
Q1 | $202K | Buy |
+2,847
| New | +$201K | 0.05% | 319 |
|
|
2024
Q4 | – | Sell |
-4,714
| Closed | -$399K | – | 250 |
|
|
2024
Q3 | $399K | Buy |
+4,714
| New | +$368K | 0.15% | 139 |
|
|
2024
Q1 | – | Sell |
-4,496
| Closed | -$273K | – | 232 |
|
|
2023
Q4 | $273K | Buy |
+4,496
| New | +$256K | 0.11% | 169 |
|
|
2023
Q3 | – | Sell |
-8,342
| Closed | -$619K | – | 205 |
|
|
2023
Q2 | $619K | Buy |
8,342
+4,635
| +125% | +$351K | 0.29% | 87 |
|
|
2023
Q1 | $286K | Sell |
3,707
-6,198
| -63% | -$477K | 0.13% | 156 |
|
|
2022
Q4 | $828K | Sell |
9,905
-2,587
| -21% | -$209K | 0.32% | 73 |
|
|
2022
Q3 | $979K | Buy |
12,492
+35
| +0.3% | +$2.97K | 0.56% | 50 |
|
|
2022
Q2 | $964K | Sell |
12,457
-1,079
| -8% | -$82.1K | 0.54% | 44 |
|
|
2022
Q1 | $1.15M | Sell |
13,536
-1,498
| -10% | -$120K | 0.34% | 73 |
|
|
2021
Q4 | $1.4M | Buy |
15,034
+212
| +1% | +$18.3K | 0.37% | 64 |
|
|
2021
Q3 | $1.16M | Buy |
14,822
+1,319
| +10% | +$106K | 0.25% | 103 |
|
|
2021
Q2 | $992K | Sell |
13,503
-1,056
| -7% | -$79.3K | 0.19% | 113 |
|
|
2021
Q1 | $1.1M | Buy |
14,559
+282
| +2% | +$22K | 0.21% | 92 |
|
|
2020
Q4 | $1.1M | Buy |
14,277
+969
| +7% | +$72.5K | 0.2% | 95 |
|
|
2020
Q3 | $924K | Buy |
13,308
+5,000
| +60% | +$345K | 0.19% | 96 |
|
|
2020
Q2 | $499K | Buy |
8,308
+1,220
| +17% | +$73K | 0.11% | 149 |
|
|
2020
Q1 | $427K | Sell |
7,088
-2,840
| -29% | -$179K | 0.11% | 155 |
|
|
2019
Q4 | $601K | Sell |
9,928
-4,172
| -30% | -$244K | 0.12% | 152 |
|
|
2019
Q3 | $821K | Buy |
14,100
+5,256
| +59% | +$284K | 0.18% | 98 |
|
|
2019
Q2 | $453K | Buy |
8,844
+2,940
| +50% | +$145K | 0.13% | 139 |
|
|
2019
Q1 | $286K | Buy |
+5,904
| New | +$270K | 0.09% | 195 |
|
|
2018
Q4 | – | Sell |
-7,192
| Closed | -$301K | – | 270 |
|
|
2018
Q3 | $301K | Buy |
+7,192
| New | +$306K | 0.09% | 194 |
|
|
2018
Q2 | – | Sell |
-5,644
| Closed | -$230K | – | 361 |
|
|
2018
Q1 | $230K | Sell |
5,644
-272
| -5% | -$10.5K | 0.07% | 299 |
|
|
2017
Q4 | $225K | Buy |
+5,916
| New | +$228K | 0.06% | 311 |
|
Other funds holding NEE
VCM
VPM
Calton & Associates's NEE Position: Q1 2026 in Review
Calton & Associates increased its NextEra Energy (NEE) stake by 8.6% in Q1 2026, buying an estimated $64.4K and bringing the position to 9,144 shares worth $849K. The position accounts for 0.12% of the portfolio, ranked #157.
Calton & Associates first reported a position in NEE in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.4M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Calton & Associates held 9,144 shares of NextEra Energy worth $849K as of Q1 2026.
- Calton & Associates bought 724 NextEra Energy shares in Q1 2026, an estimated $64.4K.
- NextEra Energy made up 0.12% of Calton & Associates's portfolio in Q1 2026, its #157 holding.
- Calton & Associates first reported a position in NextEra Energy in Q4 2017 and has held it in 28 quarters since.
- Calton & Associates's NextEra Energy position peaked at $1.4M in Q4 2021.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.