Clifford Swan 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 | $3.26M | Sell |
35,140
-425
| -1% | -$37.8K | 0.11% | 128 |
|
|
2025
Q4 | $2.86M | Sell |
35,565
-2,200
| -6% | -$182K | 0.09% | 135 |
|
|
2025
Q3 | $2.85M | Sell |
37,765
-105
| -0.3% | -$7.67K | 0.09% | 133 |
|
|
2025
Q2 | $2.63M | Sell |
37,870
-95
| -0.3% | -$6.6K | 0.09% | 136 |
|
|
2025
Q1 | $2.69M | Sell |
37,965
-1,046
| -3% | -$73.8K | 0.1% | 132 |
|
|
2024
Q4 | $2.8M | Sell |
39,011
-537
| -1% | -$41.7K | 0.1% | 131 |
|
|
2024
Q3 | $3.34M | Buy |
39,548
+42
| +0.1% | +$3.28K | 0.12% | 126 |
|
|
2024
Q2 | $2.8M | Sell |
39,506
-7,534
| -16% | -$535K | 0.1% | 128 |
|
|
2024
Q1 | $3.01M | Sell |
47,040
-1,500
| -3% | -$87.9K | 0.11% | 127 |
|
|
2023
Q4 | $2.95M | Sell |
48,540
-187
| -0.4% | -$10.7K | 0.11% | 126 |
|
|
2023
Q3 | $2.79M | Sell |
48,727
-15
| -0% | -$1.04K | 0.12% | 124 |
|
|
2023
Q2 | $3.62M | Sell |
48,742
-1,600
| -3% | -$121K | 0.15% | 118 |
|
|
2023
Q1 | $3.88M | Sell |
50,342
-5,785
| -10% | -$445K | 0.16% | 117 |
|
|
2022
Q4 | $4.69M | Sell |
56,127
-1,315
| -2% | -$106K | 0.2% | 110 |
|
|
2022
Q3 | $4.5M | Sell |
57,442
-2,184
| -4% | -$185K | 0.21% | 108 |
|
|
2022
Q2 | $4.62M | Buy |
59,626
+29,020
| +95% | +$2.21M | 0.2% | 110 |
|
|
2022
Q1 | $2.59M | Buy |
30,606
+208
| +0.7% | +$16.7K | 0.1% | 128 |
|
|
2021
Q4 | $2.84M | Hold |
30,398
| – | – | 0.1% | 133 |
|
|
2021
Q3 | $2.6M | Hold |
30,398
| – | – | 0.1% | 134 |
|
|
2021
Q2 | $2.43M | Sell |
30,398
-1,135
| -4% | -$85.2K | 0.09% | 131 |
|
|
2021
Q1 | $2.38M | Sell |
31,533
-255
| -0.8% | -$19.9K | 0.1% | 130 |
|
|
2020
Q4 | $2.45M | Sell |
31,788
-996
| -3% | -$74.5K | 0.11% | 126 |
|
|
2020
Q3 | $2.27M | Buy |
32,784
+8
| +0% | +$552 | 0.11% | 124 |
|
|
2020
Q2 | $1.97M | Hold |
32,776
| – | – | 0.1% | 131 |
|
|
2020
Q1 | $1.97M | Hold |
32,776
| – | – | 0.12% | 120 |
|
|
2019
Q4 | $1.98M | Buy |
32,776
+100
| +0.3% | +$5.84K | 0.1% | 132 |
|
|
2019
Q3 | $1.9M | Sell |
32,676
-1,600
| -5% | -$86.6K | 0.1% | 132 |
|
|
2019
Q2 | $1.75M | Sell |
34,276
-300
| -0.9% | -$14.8K | 0.09% | 137 |
|
|
2019
Q1 | $1.67M | Hold |
34,576
| – | – | 0.09% | 137 |
|
|
2018
Q4 | $1.5M | Sell |
34,576
-4,236
| -11% | -$185K | 0.09% | 133 |
|
|
2018
Q3 | $1.63M | Hold |
38,812
| – | – | 0.08% | 133 |
|
|
2018
Q2 | $1.62M | Sell |
38,812
-1,000
| -3% | -$40.4K | 0.09% | 131 |
|
|
2018
Q1 | $1.63M | Sell |
39,812
-1,344
| -3% | -$51.8K | 0.09% | 132 |
|
|
2017
Q4 | $1.61M | Buy |
41,156
+12,000
| +41% | +$463K | 0.09% | 135 |
|
|
2017
Q3 | $1.07M | Buy |
29,156
+4,236
| +17% | +$155K | 0.06% | 148 |
|
|
2017
Q2 | $873K | Sell |
24,920
-940
| -4% | -$32.1K | 0.05% | 171 |
|
|
2017
Q1 | $830K | Hold |
25,860
| – | – | 0.05% | 163 |
|
|
2016
Q4 | $772K | Hold |
25,860
| – | – | 0.05% | 166 |
|
|
2016
Q3 | $791K | Hold |
25,860
| – | – | 0.05% | 159 |
|
|
2016
Q2 | $843K | Sell |
25,860
-300
| -1% | -$9.01K | 0.06% | 148 |
|
|
2016
Q1 | $774K | Hold |
26,160
| – | – | 0.05% | 157 |
|
|
2015
Q4 | $679K | Hold |
26,160
| – | – | 0.05% | 173 |
|
|
2015
Q3 | $638K | Sell |
26,160
-2,000
| -7% | -$50.9K | 0.05% | 172 |
|
|
2015
Q2 | $690K | Hold |
28,160
| – | – | 0.05% | 166 |
|
|
2015
Q1 | $733K | Buy |
28,160
+3,744
| +15% | +$98.8K | 0.05% | 160 |
|
|
2014
Q4 | $649K | Hold |
24,416
| – | – | 0.04% | 169 |
|
|
2014
Q3 | $573K | Hold |
24,416
| – | – | 0.04% | 175 |
|
|
2014
Q2 | $626K | Sell |
24,416
-1,600
| -6% | -$38.9K | 0.04% | 170 |
|
|
2014
Q1 | $622K | Buy |
26,016
+2,656
| +11% | +$60.2K | 0.04% | 168 |
|
|
2013
Q4 | $500K | Buy |
23,360
+800
| +4% | +$16.9K | 0.04% | 167 |
|
|
2013
Q3 | $452K | Hold |
22,560
| – | – | 0.04% | 171 |
|
|
2013
Q2 | $460K | Buy |
+22,560
| New | +$448K | 0.04% | 166 |
|
Other funds holding NEE
VCM
VPM
Clifford Swan Investment Counsel's NEE Position: Q1 2026 in Review
Clifford Swan Investment Counsel reduced its NextEra Energy (NEE) stake by 1.2% in Q1 2026, selling an estimated $37.8K and leaving 35,140 shares worth $3.26M. The position accounts for 0.11% of the portfolio, ranked #128.
Clifford Swan Investment Counsel first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.69M in Q4 2022. 3,037 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Clifford Swan Investment Counsel held 35,140 shares of NextEra Energy worth $3.26M as of Q1 2026.
- Clifford Swan Investment Counsel sold 425 NextEra Energy shares in Q1 2026, an estimated $37.8K.
- NextEra Energy made up 0.11% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #128 holding.
- Clifford Swan Investment Counsel first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- Clifford Swan Investment Counsel's NextEra Energy position peaked at $4.69M in Q4 2022.
- 3,037 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.