Clifford Swan Investment Counsel’s NextEra Energy NEE Stock Holding History

Clifford Swan Investment Counsel’s Portfolio NEE Stock Details NEE Fund Activity

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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. 3,036 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.
3,036 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.