Carnegie Investment Counsel’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 | $41.9M | Sell |
450,895
-7,246
| -2% | -$644K | 0.82% | 29 |
|
|
2025
Q4 | $36.8M | Buy |
458,141
+39,250
| +9% | +$3.25M | 0.68% | 39 |
|
|
2025
Q3 | $31.6M | Sell |
418,891
-14,468
| -3% | -$1.06M | 0.6% | 47 |
|
|
2025
Q2 | $30.1M | Buy |
433,359
+3,704
| +0.9% | +$257K | 0.6% | 45 |
|
|
2025
Q1 | $28M | Buy |
429,655
+4,987
| +1% | +$352K | 0.66% | 40 |
|
|
2024
Q4 | $30.4M | Buy |
424,668
+13,478
| +3% | +$1.05M | 0.87% | 25 |
|
|
2024
Q3 | $34.8M | Buy |
411,190
+9,391
| +2% | +$733K | 1.02% | 19 |
|
|
2024
Q2 | $28.5M | Buy |
401,799
+13,915
| +4% | +$987K | 0.89% | 27 |
|
|
2024
Q1 | $24.8M | Sell |
387,884
-43,815
| -10% | -$2.57M | 0.77% | 33 |
|
|
2023
Q4 | $26.2M | Buy |
431,699
+32,551
| +8% | +$1.86M | 0.9% | 25 |
|
|
2023
Q3 | $22.9M | Buy |
399,148
+16,473
| +4% | +$1.14M | 0.88% | 24 |
|
|
2023
Q2 | $28.4M | Buy |
382,675
+12,495
| +3% | +$946K | 1.05% | 20 |
|
|
2023
Q1 | $28.5M | Buy |
370,180
+41,589
| +13% | +$3.2M | 1.14% | 13 |
|
|
2022
Q4 | $27.5M | Buy |
328,591
+16,952
| +5% | +$1.37M | 1.18% | 14 |
|
|
2022
Q3 | $24.4M | Sell |
311,639
-7,198
| -2% | -$611K | 1.17% | 14 |
|
|
2022
Q2 | $24.7M | Sell |
318,837
-7,020
| -2% | -$534K | 1.12% | 17 |
|
|
2022
Q1 | $27.6M | Buy |
325,857
+9,066
| +3% | +$727K | 1.01% | 21 |
|
|
2021
Q4 | $29.6M | Sell |
316,791
-7,649
| -2% | -$661K | 0.98% | 25 |
|
|
2021
Q3 | $25.5M | Buy |
324,440
+4,617
| +1% | +$372K | 0.96% | 23 |
|
|
2021
Q2 | $23.4M | Buy |
319,823
+20,556
| +7% | +$1.54M | 0.88% | 26 |
|
|
2021
Q1 | $22.6M | Buy |
299,267
+95,995
| +47% | +$7.49M | 0.95% | 24 |
|
|
2020
Q4 | $15.7M | Buy |
203,272
+14,204
| +8% | +$1.06M | 0.71% | 45 |
|
|
2020
Q3 | $13.1M | Buy |
189,068
+13,264
| +8% | +$916K | 0.67% | 48 |
|
|
2020
Q2 | $10.5M | Buy |
175,804
+924
| +0.5% | +$55.3K | 0.61% | 52 |
|
|
2020
Q1 | $10.5M | Buy |
174,880
+13,672
| +8% | +$859K | 0.73% | 36 |
|
|
2019
Q4 | $9.76M | Buy |
161,208
+14,048
| +10% | +$820K | 0.56% | 52 |
|
|
2019
Q3 | $8.57M | Sell |
147,160
-10,380
| -7% | -$562K | 0.55% | 55 |
|
|
2019
Q2 | $8.07M | Buy |
157,540
+3,616
| +2% | +$178K | 0.52% | 53 |
|
|
2019
Q1 | $7.44M | Buy |
153,924
+22,568
| +17% | +$1.03M | 0.51% | 57 |
|
|
2018
Q4 | $5.71M | Sell |
131,356
-3,688
| -3% | -$161K | 0.53% | 57 |
|
|
2018
Q3 | $6.1M | Sell |
135,044
-348
| -0.3% | -$14.8K | 0.5% | 58 |
|
|
2018
Q2 | $5.81M | Buy |
135,392
+41,144
| +44% | +$1.66M | 0.44% | 72 |
|
|
2018
Q1 | $3.79M | Buy |
94,248
+2,924
| +3% | +$113K | 0.32% | 93 |
|
|
2017
Q4 | $3.39M | Buy |
91,324
+5,068
| +6% | +$196K | 0.3% | 102 |
|
|
2017
Q3 | $3.33M | Buy |
86,256
+3,416
| +4% | +$125K | 0.39% | 74 |
|
|
2017
Q2 | $3.04M | Sell |
82,840
-788
| -0.9% | -$26.9K | 0.37% | 77 |
|
|
2017
Q1 | $2.81M | Buy |
83,628
+9,336
| +13% | +$294K | 0.35% | 81 |
|
|
2016
Q4 | $2.21M | Sell |
74,292
-1,400
| -2% | -$41.8K | 0.29% | 99 |
|
|
2016
Q3 | $2.35M | Buy |
75,692
+400
| +0.5% | +$12.6K | 0.34% | 84 |
|
|
2016
Q2 | $2.4M | Sell |
75,292
-3,120
| -4% | -$93.7K | 0.34% | 90 |
|
|
2016
Q1 | $2.32M | Buy |
78,412
+6,100
| +8% | +$171K | 0.36% | 83 |
|
|
2015
Q4 | $2.02M | Sell |
72,312
-560
| -0.8% | -$14.2K | 0.35% | 84 |
|
|
2015
Q3 | $1.9M | Buy |
72,872
+3,820
| +6% | +$97.1K | 0.33% | 84 |
|
|
2015
Q2 | $1.69M | Sell |
69,052
-3,700
| -5% | -$94K | 0.3% | 90 |
|
|
2015
Q1 | $1.9M | Buy |
72,752
+72
| +0.1% | +$1.9K | 0.33% | 90 |
|
|
2014
Q4 | $1.96M | Buy |
72,680
+576
| +0.8% | +$14.5K | 0.37% | 85 |
|
|
2014
Q3 | $1.69M | Sell |
72,104
-3,196
| -4% | -$77.2K | 0.34% | 89 |
|
|
2014
Q2 | $1.93M | Sell |
75,300
-600
| -0.8% | -$14.6K | 0.44% | 76 |
|
|
2014
Q1 | $1.81M | Sell |
75,900
-240
| -0.3% | -$5.44K | 0.48% | 73 |
|
|
2013
Q4 | $1.63M | Sell |
76,140
-636
| -0.8% | -$13.4K | 0.44% | 76 |
|
|
2013
Q3 | $1.54M | Sell |
76,776
-800
| -1% | -$16.5K | 0.47% | 71 |
|
|
2013
Q2 | $1.58M | Buy |
+77,576
| New | +$1.54M | 0.52% | 66 |
|
Other funds holding NEE
VCM
VPM
Carnegie Investment Counsel's NEE Position: Q1 2026 in Review
Carnegie Investment Counsel reduced its NextEra Energy (NEE) stake by 1.6% in Q1 2026, selling an estimated $644K and leaving 450,895 shares worth $41.9M. The position accounts for 0.82% of the portfolio, ranked #29.
Carnegie Investment Counsel first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Carnegie Investment Counsel held 450,895 shares of NextEra Energy worth $41.9M as of Q1 2026.
- Carnegie Investment Counsel sold 7,246 NextEra Energy shares in Q1 2026, an estimated $644K.
- NextEra Energy made up 0.82% of Carnegie Investment Counsel's portfolio in Q1 2026, its #29 holding.
- Carnegie Investment Counsel first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Carnegie Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.