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Curbstone Financial Management Corp’s NextEra Energy NEE Stock Holding History

Curbstone Financial Management Corp’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
Q2 		$2.51M Buy
28,638
+1,200
+4% +$109K 0.43% 53
2026
Q1 		$2.55M Buy
27,438
+540
+2% +$48K 0.49% 52
2025
Q4 		$2.16M Sell
26,898
-650
-2% -$53.8K 0.41% 56
2025
Q3 		$2.08M Hold
27,548
– – 0.4% 61
2025
Q2 		$1.91M Buy
27,548
+656
+2% +$45.6K 0.39% 63
2025
Q1 		$1.91M Buy
26,892
+1,764
+7% +$125K 0.4% 62
2024
Q4 		$1.8M Buy
25,128
+2,664
+12% +$207K 0.38% 64
2024
Q3 		$1.9M Sell
22,464
-38
-0.2% -$2.96K 0.41% 63
2024
Q2 		$1.59M Sell
22,502
-250
-1% -$17.7K 0.35% 72
2024
Q1 		$1.45M Buy
22,752
+86
+0.4% +$5.04K 0.31% 84
2023
Q4 		$1.38M Sell
22,666
-224
-1% -$12.8K 0.31% 81
2023
Q3 		$1.31M Sell
22,890
-200
-0.9% -$13.8K 0.32% 79
2023
Q2 		$1.71M Sell
23,090
-730
-3% -$55.3K 0.41% 65
2023
Q1 		$1.84M Sell
23,820
-50
-0.2% -$3.85K 0.45% 63
2022
Q4 		$2M Sell
23,870
-918
-4% -$74.2K 0.5% 57
2022
Q3 		$1.94M Sell
24,788
-2
-0% -$170 0.48% 57
2022
Q2 		$1.92M Buy
24,790
+502
+2% +$38.2K 0.45% 62
2022
Q1 		$2.06M Buy
24,288
+1,170
+5% +$93.8K 0.38% 68
2021
Q4 		$2.16M Hold
23,118
– – 0.38% 69
2021
Q3 		$1.81M Sell
23,118
-150
-0.6% -$12.1K 0.34% 73
2021
Q2 		$1.71M Buy
23,268
+100
+0.4% +$7.5K 0.32% 78
2021
Q1 		$1.75M Sell
23,168
-1,010
-4% -$78.8K 0.35% 72
2020
Q4 		$1.86M Buy
24,178
+170
+0.7% +$12.7K 0.39% 69
2020
Q3 		$1.67M Sell
24,008
-600
-2% -$41.4K 0.4% 66
2020
Q2 		$1.48M Sell
24,608
-600
-2% -$35.9K 0.38% 68
2020
Q1 		$1.52M Sell
25,208
-1,232
-5% -$77.4K 0.46% 58
2019
Q4 		$1.6M Sell
26,440
-360
-1% -$21K 0.38% 75
2019
Q3 		$1.56M Sell
26,800
-800
-3% -$43.3K 0.4% 69
2019
Q2 		$1.41M Sell
27,600
-800
-3% -$39.4K 0.37% 74
2019
Q1 		$1.37M Sell
28,400
-200
-0.7% -$9.14K 0.37% 74
2018
Q4 		$1.24M Hold
28,600
– – 0.37% 76
2018
Q3 		$1.2M Sell
28,600
-1,600
-5% -$68.1K 0.31% 88
2018
Q2 		$1.26M Hold
30,200
– – 0.35% 79
2018
Q1 		$1.23M Buy
30,200
+14,400
+91% +$555K 0.35% 77
2017
Q4 		$617K Sell
15,800
-15,800
-50% -$610K 0.34% 81
2017
Q3 		$1.16M Buy
31,600
+15,620
+98% +$572K 0.34% 86
2017
Q2 		$560K Buy
15,980
+200
+1% +$6.84K 0.34% 86
2017
Q1 		$506K Hold
15,780
– – 0.31% 88
2016
Q4 		$471K Sell
15,780
-16,340
-51% -$488K 0.3% 94
2016
Q3 		$982K Sell
32,120
-2,600
-7% -$81.9K 0.32% 90
2016
Q2 		$1.13M Sell
34,720
-2,200
-6% -$66.1K 0.38% 81
2016
Q1 		$1.09M Sell
36,920
-1,800
-5% -$50.5K 0.37% 78
2015
Q4 		$1.01M Buy
38,720
+20,700
+115% +$524K 0.34% 89
2015
Q3 		$439K Buy
18,020
+400
+2% +$10.2K 0.32% 93
2015
Q2 		$432K Sell
17,620
-2,300
-12% -$58.5K 0.29% 101
2015
Q1 		$518K Sell
19,920
-200
-1% -$5.28K 0.35% 84
2014
Q4 		$535K Buy
20,120
+800
+4% +$20.2K 0.41% 76
2014
Q3 		$453K Buy
19,320
+480
+3% +$11.6K 0.36% 85
2014
Q2 		$483K Sell
18,840
-2,200
-10% -$53.5K 0.37% 77
2014
Q1 		$503K Buy
+21,040
New +$477K 0.41% 67

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Curbstone Financial Management Corp's NEE Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its NextEra Energy (NEE) stake by 4.4% in Q2 2026, buying an estimated $109K and bringing the position to 28,638 shares worth $2.51M. The position accounts for 0.43% of the portfolio, ranked #53.

Curbstone Financial Management Corp first reported a position in NEE in Q1 2014 and has held it in 50 quarters since. The position peaked at $2.55M in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Curbstone Financial Management Corp held 28,638 shares of NextEra Energy worth $2.51M as of Q2 2026.
  • Curbstone Financial Management Corp bought 1,200 NextEra Energy shares in Q2 2026, an estimated $109K.
  • NextEra Energy made up 0.43% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #53 holding.
  • Curbstone Financial Management Corp first reported a position in NextEra Energy in Q1 2014 and has held it in 50 quarters since.
  • Curbstone Financial Management Corp's NextEra Energy position peaked at $2.55M in Q1 2026.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.