Cobblestone Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.03M | Sell |
26,847
-202
| -0.7% | -$14.8K | 0.1% | 90 |
|
|
2025
Q2 | $1.88M | Sell |
27,049
-280
| -1% | -$19.4K | 0.1% | 91 |
|
|
2025
Q1 | $1.94M | Buy |
27,329
+2,770
| +11% | +$196K | 0.11% | 85 |
|
|
2024
Q4 | $1.76M | Buy |
24,559
+229
| +0.9% | +$17.8K | 0.1% | 92 |
|
|
2024
Q3 | $2.06M | Buy |
24,330
+535
| +2% | +$41.8K | 0.12% | 80 |
|
|
2024
Q2 | $1.68M | Hold |
23,795
| – | – | 0.1% | 89 |
|
|
2024
Q1 | $1.52M | Sell |
23,795
-192
| -0.8% | -$11.2K | 0.1% | 93 |
|
|
2023
Q4 | $1.46M | Hold |
23,987
| – | – | 0.1% | 93 |
|
|
2023
Q3 | $1.37M | Hold |
23,987
| – | – | 0.1% | 89 |
|
|
2023
Q2 | $1.78M | Sell |
23,987
-8
| -0% | -$606 | 0.13% | 79 |
|
|
2023
Q1 | $1.85M | Hold |
23,995
| – | – | 0.14% | 79 |
|
|
2022
Q4 | $2.01M | Sell |
23,995
-132
| -0.5% | -$10.7K | 0.15% | 79 |
|
|
2022
Q3 | $1.89M | Sell |
24,127
-150
| -0.6% | -$12.7K | 0.16% | 71 |
|
|
2022
Q2 | $1.88M | Buy |
24,277
+3,806
| +19% | +$290K | 0.14% | 75 |
|
|
2022
Q1 | $1.73M | Sell |
20,471
-398
| -2% | -$31.9K | 0.12% | 82 |
|
|
2021
Q4 | $1.95M | Buy |
20,869
+1,571
| +8% | +$136K | 0.13% | 78 |
|
|
2021
Q3 | $1.51M | Sell |
19,298
-279
| -1% | -$22.5K | 0.1% | 89 |
|
|
2021
Q2 | $1.44M | Buy |
19,577
+707
| +4% | +$53.1K | 0.1% | 100 |
|
|
2021
Q1 | $1.43M | Sell |
18,870
-1,200
| -6% | -$93.7K | 0.1% | 94 |
|
|
2020
Q4 | $1.55M | Buy |
20,070
+1,202
| +6% | +$89.9K | 0.12% | 84 |
|
|
2020
Q3 | $1.31M | Sell |
18,868
-440
| -2% | -$30.4K | 0.11% | 91 |
|
|
2020
Q2 | $1.16M | Buy |
19,308
+900
| +5% | +$53.9K | 0.1% | 93 |
|
|
2020
Q1 | $1.11M | Sell |
18,408
-360
| -2% | -$22.6K | 0.12% | 91 |
|
|
2019
Q4 | $1.14M | Hold |
18,768
| – | – | 0.1% | 97 |
|
|
2019
Q3 | $1.09M | Buy |
18,768
+4,500
| +32% | +$244K | 0.11% | 95 |
|
|
2019
Q2 | $731K | Sell |
14,268
-932
| -6% | -$45.9K | 0.07% | 123 |
|
|
2019
Q1 | $735K | Buy |
15,200
+868
| +6% | +$39.7K | 0.07% | 118 |
|
|
2018
Q4 | $623K | Hold |
14,332
| – | – | 0.06% | 120 |
|
|
2018
Q3 | $601K | Hold |
14,332
| – | – | 0.06% | 131 |
|
|
2018
Q2 | $598K | Buy |
14,332
+364
| +3% | +$14.7K | 0.06% | 130 |
|
|
2018
Q1 | $570K | Sell |
13,968
-640
| -4% | -$24.7K | 0.06% | 140 |
|
|
2017
Q4 | $570K | Sell |
14,608
-4,000
| -21% | -$154K | 0.06% | 148 |
|
|
2017
Q3 | $682K | Buy |
18,608
+1,428
| +8% | +$52.3K | 0.08% | 109 |
|
|
2017
Q2 | $602K | Sell |
17,180
-200
| -1% | -$6.84K | 0.08% | 112 |
|
|
2017
Q1 | $558K | Buy |
17,380
+580
| +3% | +$18.2K | 0.07% | 118 |
|
|
2016
Q4 | $502K | Buy |
16,800
+1,160
| +7% | +$34.7K | 0.07% | 122 |
|
|
2016
Q3 | $478K | Buy |
15,640
+1,260
| +9% | +$39.7K | 0.07% | 124 |
|
|
2016
Q2 | $469K | Buy |
14,380
+1,500
| +12% | +$45K | 0.07% | 128 |
|
|
2016
Q1 | $381K | Sell |
12,880
-320
| -2% | -$8.98K | 0.06% | 142 |
|
|
2015
Q4 | $343K | Buy |
13,200
+3,220
| +32% | +$81.5K | 0.05% | 153 |
|
|
2015
Q3 | $243K | Buy |
+9,980
| New | +$254K | 0.04% | 149 |
|
Other funds holding NEE
Cobblestone Capital Advisors's NEE Position: Q3 2025 in Review
Cobblestone Capital Advisors reduced its NextEra Energy (NEE) stake by 0.75% in Q3 2025, selling an estimated $14.8K and leaving 26,847 shares worth $2.03M. The position accounts for 0.1% of the portfolio, ranked #90.
Cobblestone Capital Advisors first reported a position in NEE in Q3 2015 and has held it in 41 quarters since. The position peaked at $2.06M in Q3 2024. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.
- Cobblestone Capital Advisors held 26,847 shares of NextEra Energy worth $2.03M as of Q3 2025.
- Cobblestone Capital Advisors sold 202 NextEra Energy shares in Q3 2025, an estimated $14.8K.
- NextEra Energy made up 0.1% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #90 holding.
- Cobblestone Capital Advisors first reported a position in NextEra Energy in Q3 2015 and has held it in 41 quarters since.
- Cobblestone Capital Advisors's NextEra Energy position peaked at $2.06M in Q3 2024.
- 2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.
Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.