Coldstream Capital Management’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 | $8.81M | Sell |
94,839
-19,039
| -17% | -$1.69M | 0.11% | 100 |
|
|
2025
Q4 | $9.14M | Buy |
113,878
+729
| +0.6% | +$60.4K | 0.12% | 98 |
|
|
2025
Q3 | $8.54M | Buy |
113,149
+3,399
| +3% | +$248K | 0.12% | 101 |
|
|
2025
Q2 | $7.62M | Buy |
109,750
+798
| +0.7% | +$55.4K | 0.12% | 103 |
|
|
2025
Q1 | $7.72M | Buy |
108,952
+2,754
| +3% | +$194K | 0.16% | 89 |
|
|
2024
Q4 | $7.61M | Buy |
106,198
+2,929
| +3% | +$228K | 0.16% | 88 |
|
|
2024
Q3 | $8.7M | Buy |
103,269
+2,868
| +3% | +$224K | 0.19% | 78 |
|
|
2024
Q2 | $7.11M | Buy |
100,401
+3,540
| +4% | +$251K | 0.17% | 79 |
|
|
2024
Q1 | $6.19M | Buy |
96,861
+2,266
| +2% | +$133K | 0.16% | 92 |
|
|
2023
Q4 | $5.75M | Buy |
94,595
+68,905
| +268% | +$3.93M | 0.16% | 92 |
|
|
2023
Q3 | $1.47M | Sell |
25,690
-4,729
| -16% | -$327K | 0.05% | 215 |
|
|
2023
Q2 | $2.26M | Buy |
30,419
+280
| +0.9% | +$21.2K | 0.07% | 156 |
|
|
2023
Q1 | $2.32M | Sell |
30,139
-1,705
| -5% | -$131K | 0.08% | 152 |
|
|
2022
Q4 | $2.66M | Buy |
+31,844
| New | +$2.57M | 0.1% | 137 |
|
|
2022
Q2 | $2.4M | Sell |
31,030
-29,268
| -49% | -$2.23M | 0.09% | 129 |
|
|
2022
Q1 | $5.11M | Buy |
60,298
+8,636
| +17% | +$692K | 0.18% | 85 |
|
|
2021
Q4 | $4.82M | Buy |
51,662
+38,119
| +281% | +$3.29M | 0.15% | 91 |
|
|
2021
Q3 | $3.76M | Sell |
13,543
-23,692
| -64% | -$1.91M | 0.18% | 78 |
|
|
2021
Q2 | $2.73M | Sell |
37,235
-82
| -0.2% | -$6.15K | 0.11% | 151 |
|
|
2021
Q1 | $2.82M | Sell |
37,317
-521
| -1% | -$40.7K | 0.17% | 85 |
|
|
2020
Q4 | $2.92M | Sell |
37,838
-12,858
| -25% | -$962K | 0.18% | 82 |
|
|
2020
Q3 | $3.52M | Sell |
50,696
-296
| -0.6% | -$20.4K | 0.29% | 55 |
|
|
2020
Q2 | $3.06M | Buy |
50,992
+6,424
| +14% | +$385K | 0.27% | 63 |
|
|
2020
Q1 | $2.68M | Sell |
44,568
-4,680
| -10% | -$294K | 0.29% | 61 |
|
|
2019
Q4 | $2.98M | Sell |
49,248
-896
| -2% | -$52.3K | 0.24% | 76 |
|
|
2019
Q3 | $2.92M | Sell |
50,144
-1,092
| -2% | -$59.1K | 0.25% | 77 |
|
|
2019
Q2 | $2.62M | Sell |
51,236
-620
| -1% | -$30.5K | 0.22% | 82 |
|
|
2019
Q1 | $2.51M | Sell |
51,856
-17,708
| -25% | -$810K | 0.22% | 84 |
|
|
2018
Q4 | $3.02M | Buy |
69,564
+2,460
| +4% | +$108K | 0.29% | 71 |
|
|
2018
Q3 | $2.81M | Buy |
67,104
+2,404
| +4% | +$102K | 0.25% | 73 |
|
|
2018
Q2 | $2.7M | Buy |
64,700
+2,728
| +4% | +$110K | 0.27% | 68 |
|
|
2018
Q1 | $2.53M | Buy |
61,972
+53,832
| +661% | +$2.08M | 0.27% | 72 |
|
|
2017
Q4 | $318K | Buy |
8,140
+2,304
| +39% | +$89K | 0.03% | 235 |
|
|
2017
Q3 | $214K | Buy |
+5,836
| New | +$214K | 0.02% | 285 |
|
|
2016
Q4 | – | Sell |
-60,072
| Closed | -$1.84M | – | 251 |
|
|
2016
Q3 | $1.84M | Buy |
+60,072
| New | +$1.89M | 0.33% | 61 |
|
Other funds holding NEE
VCM
VPM
Coldstream Capital Management's NEE Position: Q1 2026 in Review
Coldstream Capital Management reduced its NextEra Energy (NEE) stake by 17% in Q1 2026, selling an estimated $1.69M and leaving 94,839 shares worth $8.81M. The position accounts for 0.11% of the portfolio, ranked #100.
Coldstream Capital Management first reported a position in NEE in Q3 2016 and has held it in 35 quarters since. The position peaked at $9.14M in Q4 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Coldstream Capital Management held 94,839 shares of NextEra Energy worth $8.81M as of Q1 2026.
- Coldstream Capital Management sold 19,039 NextEra Energy shares in Q1 2026, an estimated $1.69M.
- NextEra Energy made up 0.11% of Coldstream Capital Management's portfolio in Q1 2026, its #100 holding.
- Coldstream Capital Management first reported a position in NextEra Energy in Q3 2016 and has held it in 35 quarters since.
- Coldstream Capital Management's NextEra Energy position peaked at $9.14M in Q4 2025.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.