Clearstead Trust’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 | $2.24M | Sell |
24,103
-282
| -1% | -$25.1K | 0.37% | 45 |
|
|
2025
Q4 | $1.96M | Buy |
24,385
+213
| +0.9% | +$17.6K | 0.31% | 51 |
|
|
2025
Q3 | $1.82M | Sell |
24,172
-278
| -1% | -$20.3K | 0.31% | 52 |
|
|
2025
Q2 | $1.7M | Buy |
24,450
+657
| +3% | +$45.6K | 0.32% | 52 |
|
|
2025
Q1 | $1.69M | Buy |
23,793
+31
| +0.1% | +$2.19K | 0.38% | 46 |
|
|
2024
Q4 | $1.7M | Buy |
23,762
+6,456
| +37% | +$502K | 0.37% | 42 |
|
|
2024
Q3 | $1.46M | Sell |
17,306
-844
| -5% | -$65.9K | 0.35% | 43 |
|
|
2024
Q2 | $1.29M | Buy |
18,150
+31
| +0.2% | +$2.2K | 0.32% | 48 |
|
|
2024
Q1 | $1.16M | Sell |
18,119
-857
| -5% | -$50.2K | 0.3% | 53 |
|
|
2023
Q4 | $1.15M | Sell |
18,976
-90
| -0.5% | -$5.13K | 0.32% | 51 |
|
|
2023
Q3 | $1.09M | Sell |
19,066
-6,172
| -24% | -$427K | 0.36% | 51 |
|
|
2023
Q2 | $1.89M | Buy |
25,238
+28
| +0.1% | +$2.12K | 0.61% | 28 |
|
|
2023
Q1 | $1.94M | Sell |
25,210
-42,171
| -63% | -$3.24M | 0.62% | 31 |
|
|
2022
Q4 | $5.63M | Buy |
67,381
+1,976
| +3% | +$160K | 1.88% | 12 |
|
|
2022
Q3 | $5.13M | Buy |
65,405
+17,904
| +38% | +$1.52M | 1.78% | 13 |
|
|
2022
Q2 | $3.68M | Buy |
47,501
+2,045
| +4% | +$156K | 2.8% | 13 |
|
|
2022
Q1 | $3.85M | Buy |
45,456
+2,430
| +6% | +$195K | 2.5% | 17 |
|
|
2021
Q4 | $4.02M | Sell |
43,026
-566
| -1% | -$48.9K | 2.37% | 18 |
|
|
2021
Q3 | $3.42M | Buy |
43,592
+24,816
| +132% | +$2M | 2.17% | 18 |
|
|
2021
Q2 | $1.38M | Buy |
18,776
+260
| +1% | +$19.5K | 0.9% | 30 |
|
|
2021
Q1 | $1.4M | Buy |
18,516
+2,216
| +14% | +$173K | 1.04% | 28 |
|
|
2020
Q4 | $1.26M | Buy |
16,300
+60
| +0.4% | +$4.49K | 0.75% | 40 |
|
|
2020
Q3 | $1.13M | Sell |
16,240
-40
| -0.2% | -$2.76K | 0.9% | 32 |
|
|
2020
Q2 | $977K | Sell |
16,280
-30,064
| -65% | -$1.8M | 0.82% | 33 |
|
|
2020
Q1 | $2.79M | Sell |
46,344
-1,744
| -4% | -$110K | 2.52% | 11 |
|
|
2019
Q4 | $2.91M | Sell |
48,088
-2,224
| -4% | -$130K | 2.13% | 15 |
|
|
2019
Q3 | $2.93M | Buy |
50,312
+24
| +0% | +$1.3K | 2.28% | 14 |
|
|
2019
Q2 | $2.58M | Buy |
50,288
+4,492
| +10% | +$221K | 2.06% | 18 |
|
|
2019
Q1 | $2.21M | Buy |
45,796
+41,024
| +860% | +$1.88M | 1.85% | 19 |
|
|
2018
Q4 | $207K | Buy |
4,772
+248
| +5% | +$10.8K | 0.19% | 90 |
|
|
2018
Q3 | $190K | Buy |
4,524
+124
| +3% | +$5.28K | 0.15% | 92 |
|
|
2018
Q2 | $184K | Buy |
+4,400
| New | +$178K | 0.16% | 100 |
|
|
2018
Q1 | – | Sell |
-4,400
| Closed | -$172K | – | 167 |
|
|
2017
Q4 | $172K | Hold |
4,400
| – | – | 0.12% | 111 |
|
|
2017
Q3 | $161K | Hold |
4,400
| – | – | 0.12% | 116 |
|
|
2017
Q2 | $154K | Buy |
+4,400
| New | +$150K | 0.12% | 106 |
|
Other funds holding NEE
VCM
VPM
Clearstead Trust's NEE Position: Q1 2026 in Review
Clearstead Trust reduced its NextEra Energy (NEE) stake by 1.2% in Q1 2026, selling an estimated $25.1K and leaving 24,103 shares worth $2.24M. The position accounts for 0.37% of the portfolio, ranked #45.
Clearstead Trust first reported a position in NEE in Q2 2017 and has held it in 35 quarters since. The position peaked at $5.63M in Q4 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Clearstead Trust held 24,103 shares of NextEra Energy worth $2.24M as of Q1 2026.
- Clearstead Trust sold 282 NextEra Energy shares in Q1 2026, an estimated $25.1K.
- NextEra Energy made up 0.37% of Clearstead Trust's portfolio in Q1 2026, its #45 holding.
- Clearstead Trust first reported a position in NextEra Energy in Q2 2017 and has held it in 35 quarters since.
- Clearstead Trust's NextEra Energy position peaked at $5.63M in Q4 2022.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.