Edgemoor Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.51M | Sell |
102,342
-1,537
| -1% | -$137K | 0.75% | 36 |
|
|
2025
Q4 | $8.34M | Sell |
103,879
-1,017
| -1% | -$84.2K | 0.65% | 36 |
|
|
2025
Q3 | $7.92M | Sell |
104,896
-535
| -0.5% | -$39.1K | 0.61% | 39 |
|
|
2025
Q2 | $7.32M | Sell |
105,431
-1,635
| -2% | -$114K | 0.63% | 40 |
|
|
2025
Q1 | $7.59M | Sell |
107,066
-203
| -0.2% | -$14.3K | 0.7% | 41 |
|
|
2024
Q4 | $7.69M | Sell |
107,269
-1,898
| -2% | -$147K | 0.68% | 38 |
|
|
2024
Q3 | $9.23M | Sell |
109,167
-1,723
| -2% | -$134K | 0.8% | 34 |
|
|
2024
Q2 | $7.85M | Sell |
110,890
-334
| -0.3% | -$23.7K | 0.73% | 35 |
|
|
2024
Q1 | $7.11M | Sell |
111,224
-1,653
| -1% | -$96.8K | 0.67% | 38 |
|
|
2023
Q4 | $6.86M | Sell |
112,877
-1,454
| -1% | -$82.9K | 0.72% | 35 |
|
|
2023
Q3 | $6.55M | Sell |
114,331
-3,838
| -3% | -$266K | 0.77% | 35 |
|
|
2023
Q2 | $8.77M | Sell |
118,169
-1,140
| -1% | -$86.3K | 0.99% | 26 |
|
|
2023
Q1 | $9.2M | Sell |
119,309
-2,756
| -2% | -$212K | 1.12% | 26 |
|
|
2022
Q4 | $10.2M | Sell |
122,065
-1,887
| -2% | -$152K | 1.28% | 25 |
|
|
2022
Q3 | $9.72M | Sell |
123,952
-239
| -0.2% | -$20.3K | 1.29% | 23 |
|
|
2022
Q2 | $9.62M | Sell |
124,191
-409
| -0.3% | -$31.1K | 1.21% | 26 |
|
|
2022
Q1 | $10.6M | Sell |
124,600
-301
| -0.2% | -$24.1K | 1.11% | 30 |
|
|
2021
Q4 | $11.7M | Sell |
124,901
-7,318
| -6% | -$632K | 1.2% | 26 |
|
|
2021
Q3 | $10.4M | Sell |
132,219
-20,747
| -14% | -$1.67M | 1.18% | 28 |
|
|
2021
Q2 | $11.2M | Sell |
152,966
-100
| -0.1% | -$7.5K | 1.05% | 36 |
|
|
2021
Q1 | $11.6M | Sell |
153,066
-451
| -0.3% | -$35.2K | 1.16% | 33 |
|
|
2020
Q4 | $11.8M | Sell |
153,517
-1,839
| -1% | -$138K | 1.33% | 25 |
|
|
2020
Q3 | $10.8M | Buy |
155,356
+748
| +0.5% | +$51.6K | 1.33% | 26 |
|
|
2020
Q2 | $9.28M | Sell |
154,608
-988
| -0.6% | -$59.1K | 1.25% | 31 |
|
|
2020
Q1 | $9.36M | Sell |
155,596
-7,316
| -4% | -$460K | 1.52% | 22 |
|
|
2019
Q4 | $9.86M | Sell |
162,912
-4,128
| -2% | -$241K | 1.12% | 38 |
|
|
2019
Q3 | $9.73M | Sell |
167,040
-3,352
| -2% | -$181K | 1.2% | 33 |
|
|
2019
Q2 | $8.73M | Sell |
170,392
-3,780
| -2% | -$186K | 1.1% | 36 |
|
|
2019
Q1 | $8.42M | Sell |
174,172
-1,112
| -0.6% | -$50.8K | 1.11% | 33 |
|
|
2018
Q4 | $7.62M | Sell |
175,284
-324
| -0.2% | -$14.2K | 1.14% | 32 |
|
|
2018
Q3 | $7.36M | Sell |
175,608
-2,908
| -2% | -$124K | 0.91% | 42 |
|
|
2018
Q2 | $7.45M | Sell |
178,516
-3,212
| -2% | -$130K | 1% | 38 |
|
|
2018
Q1 | $7.42M | Sell |
181,728
-14,308
| -7% | -$552K | 0.99% | 38 |
|
|
2017
Q4 | $7.38M | Sell |
196,036
-2,448
| -1% | -$94.5K | 0.93% | 41 |
|
|
2017
Q3 | $7.27M | Sell |
198,484
-124
| -0.1% | -$4.54K | 0.98% | 37 |
|
|
2017
Q2 | $6.96M | Sell |
198,608
-1,432
| -0.7% | -$48.9K | 0.95% | 40 |
|
|
2017
Q1 | $6.42M | Sell |
200,040
-1,476
| -0.7% | -$46.4K | 0.91% | 44 |
|
|
2016
Q4 | $6.02M | Sell |
201,516
-3,828
| -2% | -$114K | 0.91% | 42 |
|
|
2016
Q3 | $6.28M | Sell |
205,344
-5,600
| -3% | -$176K | 0.97% | 42 |
|
|
2016
Q2 | $6.88M | Sell |
210,944
-1,636
| -0.8% | -$49.1K | 1.09% | 38 |
|
|
2016
Q1 | $6.29M | Sell |
212,580
-3,268
| -2% | -$91.7K | 0.98% | 42 |
|
|
2015
Q4 | $5.61M | Hold |
215,848
| – | – | 0.84% | 44 |
|
|
2015
Q3 | $5.26M | Sell |
215,848
-3,020
| -1% | -$76.8K | 0.8% | 42 |
|
|
2015
Q2 | $5.36M | Sell |
218,868
-2,936
| -1% | -$74.6K | 0.78% | 44 |
|
|
2015
Q1 | $5.77M | Sell |
221,804
-2,992
| -1% | -$78.9K | 0.82% | 40 |
|
|
2014
Q4 | $5.97M | Sell |
224,796
-2,064
| -0.9% | -$52.1K | 0.88% | 42 |
|
|
2014
Q3 | $5.32M | Sell |
226,860
-4,780
| -2% | -$115K | 0.78% | 50 |
|
|
2014
Q2 | $5.93M | Hold |
231,640
| – | – | 0.87% | 46 |
|
|
2014
Q1 | $5.54M | Hold |
231,640
| – | – | 0.87% | 44 |
|
|
2013
Q4 | $4.96M | Sell |
231,640
-3,864
| -2% | -$81.5K | 0.79% | 46 |
|
|
2013
Q3 | $4.72M | Buy |
235,504
+137,124
| +139% | +$2.83M | 0.82% | 45 |
|
|
2013
Q2 | $2M | Buy |
+98,380
| New | +$1.95M | 0.36% | 67 |
|
Other funds holding NEE
VCM
VPM
Edgemoor Investment Advisors's NEE Position: Q1 2026 in Review
Edgemoor Investment Advisors reduced its NextEra Energy (NEE) stake by 1.5% in Q1 2026, selling an estimated $137K and leaving 102,342 shares worth $9.51M. The position accounts for 0.75% of the portfolio, ranked #36.
Edgemoor Investment Advisors first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.8M in Q4 2020. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Edgemoor Investment Advisors held 102,342 shares of NextEra Energy worth $9.51M as of Q1 2026.
- Edgemoor Investment Advisors sold 1,537 NextEra Energy shares in Q1 2026, an estimated $137K.
- NextEra Energy made up 0.75% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #36 holding.
- Edgemoor Investment Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- Edgemoor Investment Advisors's NextEra Energy position peaked at $11.8M in Q4 2020.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.