Clean Yield 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
Q3
$792K Buy
10,458
+3,100
+42% +$262K 0.19% 76
2026
Q2
$646K Hold
7,358
– – 0.16% 87
2026
Q1
$683K Sell
7,358
-200
-3% -$17.8K 0.19% 80
2025
Q4
$607K Hold
7,558
– – 0.17% 83
2025
Q3
$571K Buy
7,558
+562
+8% +$41.1K 0.16% 83
2025
Q2
$486K Hold
6,996
– – 0.15% 87
2025
Q1
$496K Sell
6,996
-964
-12% -$68K 0.16% 88
2024
Q4
$571K Hold
7,960
– – 0.18% 84
2024
Q3
$673K Hold
7,960
– – 0.21% 76
2024
Q2
$564K Sell
7,960
-1,150
-13% -$81.6K 0.21% 72
2024
Q1
$582K Hold
9,110
– – 0.23% 72
2023
Q4
$553K Hold
9,110
– – 0.23% 68
2023
Q3
$488K Buy
9,110
+300
+3% +$20.8K 0.22% 77
2023
Q2
$654K Hold
8,810
– – 0.27% 66
2023
Q1
$679K Hold
8,810
– – 0.29% 67
2022
Q4
$737K Buy
8,810
+830
+10% +$67.1K 0.32% 67
2022
Q3
$626K Hold
7,980
– – 0.29% 72
2022
Q2
$618K Sell
7,980
-14
-0.2% -$1.07K 0.26% 74
2022
Q1
$677K Buy
7,994
+14
+0.2% +$1.12K 0.24% 82
2021
Q4
$745K Hold
7,980
– – 0.24% 79
2021
Q3
$627K Buy
7,980
+3,932
+97% +$317K 0.21% 85
2021
Q2
$297K Hold
4,048
– – 0.1% 114
2021
Q1
$306K Hold
4,048
– – 0.12% 106
2020
Q4
$312K Hold
4,048
– – 0.11% 104
2020
Q3
$281K Hold
4,048
– – 0.11% 105
2020
Q2
$243K Hold
4,048
– – 0.11% 107
2020
Q1
$244K Sell
4,048
-272
-6% -$17.1K 0.12% 105
2019
Q4
$262K Hold
4,320
– – 0.08% 134
2019
Q3
$252K Sell
4,320
-1,048
-20% -$56.7K 0.08% 126
2019
Q2
$275K Buy
5,368
+272
+5% +$13.4K 0.1% 116
2019
Q1
$246K Sell
5,096
-2,000
-28% -$91.4K 0.1% 120
2018
Q4
$308K Hold
7,096
– – 0.13% 107
2018
Q3
$297K Sell
7,096
-800
-10% -$34.1K 0.12% 119
2018
Q2
$330K Buy
7,896
+1,600
+25% +$64.6K 0.14% 109
2018
Q1
$257K Buy
+6,296
New +$243K 0.11% 122
2017
Q2
– Sell
-1,000
Closed -$32K – 220
2017
Q1
$32K Buy
+1,000
New +$31.4K 0.01% 217
2016
Q4
– Sell
-1,840
Closed -$56K – 224
2016
Q3
$56K Hold
1,840
– – 0.02% 178
2016
Q2
$60K Hold
1,840
– – 0.03% 170
2016
Q1
$53K Buy
+1,840
New +$51.6K 0.02% 169
2015
Q2
– Sell
-1,896
Closed -$49K – 228
2015
Q1
$49K Buy
+1,896
New +$50K 0.02% 182

Other funds holding NEE

Clean Yield Group's NEE Position: Q3 2026 in Review

Clean Yield Group increased its NextEra Energy (NEE) stake by 42% in Q3 2026, buying an estimated $262K and bringing the position to 10,458 shares worth $792K. The position accounts for 0.19% of the portfolio, ranked #76.

Clean Yield Group first reported a position in NEE in Q1 2015 and has held it in 40 quarters since. 1,236 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Clean Yield Group held 10,458 shares of NextEra Energy worth $792K as of Q3 2026.
  • Clean Yield Group bought 3,100 NextEra Energy shares in Q3 2026, an estimated $262K.
  • NextEra Energy made up 0.19% of Clean Yield Group's portfolio in Q3 2026, its #76 holding.
  • Clean Yield Group first reported a position in NextEra Energy in Q1 2015 and has held it in 40 quarters since.
  • 1,236 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.