Clearstead 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 | $11.2M | Buy |
120,525
+18,525
| +18% | +$1.65M | 0.1% | 157 |
|
|
2025
Q4 | $8.19M | Buy |
102,000
+2,736
| +3% | +$227K | 0.1% | 152 |
|
|
2025
Q3 | $7.49M | Buy |
99,264
+7,284
| +8% | +$532K | 0.1% | 162 |
|
|
2025
Q2 | $6.39M | Buy |
91,980
+4,540
| +5% | +$315K | 0.09% | 168 |
|
|
2025
Q1 | $6.2M | Buy |
87,440
+244
| +0.3% | +$17.2K | 0.1% | 155 |
|
|
2024
Q4 | $6.25M | Sell |
87,196
-518
| -0.6% | -$40.2K | 0.09% | 163 |
|
|
2024
Q3 | $7.41M | Buy |
87,714
+4,007
| +5% | +$313K | 0.12% | 149 |
|
|
2024
Q2 | $5.93M | Buy |
83,707
+50,623
| +153% | +$3.59M | 0.1% | 160 |
|
|
2024
Q1 | $2.47M | Buy |
33,084
+10,909
| +49% | +$639K | 0.12% | 136 |
|
|
2023
Q4 | $1.35M | Sell |
22,175
-56,598
| -72% | -$3.23M | 0.07% | 190 |
|
|
2023
Q3 | $4.51M | Buy |
78,773
+48,546
| +161% | +$3.36M | 0.13% | 129 |
|
|
2023
Q2 | $2.24M | Buy |
30,227
+1,372
| +5% | +$104K | 0.14% | 128 |
|
|
2023
Q1 | $2.22M | Buy |
28,855
+1,132
| +4% | +$87.1K | 0.16% | 111 |
|
|
2022
Q4 | $2.32M | Buy |
27,723
+2,923
| +12% | +$236K | 0.18% | 103 |
|
|
2022
Q3 | $1.95M | Sell |
24,800
-16,656
| -40% | -$1.41M | 0.18% | 110 |
|
|
2022
Q2 | $3.21M | Sell |
41,456
-50
| -0.1% | -$3.81K | 0.25% | 83 |
|
|
2022
Q1 | $3.52M | Buy |
41,506
+1,273
| +3% | +$102K | 0.24% | 80 |
|
|
2021
Q4 | $3.76M | Buy |
40,233
+2,180
| +6% | +$188K | 0.26% | 79 |
|
|
2021
Q3 | $2.99M | Sell |
38,053
-2,577
| -6% | -$208K | 0.22% | 90 |
|
|
2021
Q2 | $2.98M | Buy |
40,630
+2,200
| +6% | +$165K | 0.23% | 88 |
|
|
2021
Q1 | $2.91M | Buy |
38,430
+586
| +2% | +$45.7K | 0.24% | 83 |
|
|
2020
Q4 | $2.92M | Buy |
37,844
+10,200
| +37% | +$763K | 0.27% | 74 |
|
|
2020
Q3 | $1.92M | Buy |
27,644
+12,716
| +85% | +$878K | 0.21% | 91 |
|
|
2020
Q2 | $896K | Hold |
14,928
| – | – | 0.1% | 144 |
|
|
2020
Q1 | $898K | Buy |
14,928
+2,000
| +15% | +$126K | 0.13% | 122 |
|
|
2019
Q4 | $783K | Buy |
12,928
+512
| +4% | +$29.9K | 0.1% | 142 |
|
|
2019
Q3 | $723K | Buy |
12,416
+12
| +0.1% | +$649 | 0.1% | 140 |
|
|
2019
Q2 | $635K | Hold |
12,404
| – | – | 0.08% | 147 |
|
|
2019
Q1 | $599K | Sell |
12,404
-16
| -0.1% | -$732 | 0.08% | 151 |
|
|
2018
Q4 | $540K | Buy |
12,420
+364
| +3% | +$15.9K | 0.08% | 152 |
|
|
2018
Q3 | $505K | Hold |
12,056
| – | – | 0.07% | 151 |
|
|
2018
Q2 | $503K | Buy |
12,056
+56
| +0.5% | +$2.26K | 0.07% | 142 |
|
|
2018
Q1 | $490K | Buy |
12,000
+400
| +3% | +$15.4K | 0.07% | 140 |
|
|
2017
Q4 | $453K | Sell |
11,600
-2,400
| -17% | -$92.7K | 0.06% | 148 |
|
|
2017
Q3 | $513K | Buy |
14,000
+1,600
| +13% | +$58.6K | 0.07% | 152 |
|
|
2017
Q2 | $434K | Buy |
12,400
+800
| +7% | +$27.3K | 0.06% | 159 |
|
|
2017
Q1 | $372K | Buy |
11,600
+2,100
| +22% | +$66K | 0.05% | 160 |
|
|
2016
Q4 | $284K | Buy |
+9,500
| New | +$284K | 0.05% | 171 |
|
Other funds holding NEE
VCM
VPM
Clearstead Advisors's NEE Position: Q1 2026 in Review
Clearstead Advisors increased its NextEra Energy (NEE) stake by 18% in Q1 2026, buying an estimated $1.65M and bringing the position to 120,525 shares worth $11.2M. The position accounts for 0.1% of the portfolio, ranked #157.
Clearstead Advisors first reported a position in NEE in Q4 2016 and has held it in 38 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Clearstead Advisors held 120,525 shares of NextEra Energy worth $11.2M as of Q1 2026.
- Clearstead Advisors bought 18,525 NextEra Energy shares in Q1 2026, an estimated $1.65M.
- NextEra Energy made up 0.1% of Clearstead Advisors's portfolio in Q1 2026, its #157 holding.
- Clearstead Advisors first reported a position in NextEra Energy in Q4 2016 and has held it in 38 quarters since.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.