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
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
VCM
VPM
Clean Yield Group's NEE Position: Q1 2026 in Review
Clean Yield Group reduced its NextEra Energy (NEE) stake by 2.6% in Q1 2026, selling an estimated $17.8K and leaving 7,358 shares worth $683K. The position accounts for 0.19% of the portfolio, ranked #80.
Clean Yield Group first reported a position in NEE in Q1 2015 and has held it in 38 quarters since. The position peaked at $745K in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Clean Yield Group held 7,358 shares of NextEra Energy worth $683K as of Q1 2026.
- Clean Yield Group sold 200 NextEra Energy shares in Q1 2026, an estimated $17.8K.
- NextEra Energy made up 0.19% of Clean Yield Group's portfolio in Q1 2026, its #80 holding.
- Clean Yield Group first reported a position in NextEra Energy in Q1 2015 and has held it in 38 quarters since.
- Clean Yield Group's NextEra Energy position peaked at $745K in Q4 2021.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.