Edgestream Partners’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
Q2
$1.55M Buy
17,635
+9,906
+128% +$896K 0.05% 578
2026
Q1
$718K Sell
7,729
-5,890
-43% -$524K 0.02% 685
2025
Q4
$1.09M Sell
13,619
-55,402
-80% -$4.59M 0.03% 676
2025
Q3
$5.21M Sell
69,021
-872
-1% -$63.7K 0.15% 234
2025
Q2
$4.85M Buy
69,893
+24,654
+54% +$1.71M 0.13% 302
2025
Q1
$3.21M Sell
45,239
-61,970
-58% -$4.37M 0.11% 356
2024
Q4
$7.69M Buy
107,209
+16,946
+19% +$1.32M 0.33% 44
2024
Q3
$7.63M Buy
90,263
+71,890
+391% +$5.61M 0.34% 37
2024
Q2
$1.3M Buy
18,373
+15,233
+485% +$1.08M 0.06% 458
2024
Q1
$201K Sell
3,140
-69,852
-96% -$4.09M 0.01% 781
2023
Q4
$4.43M Sell
72,992
-13,401
-16% -$764K 0.32% 46
2023
Q3
$4.95M Buy
86,393
+62,231
+258% +$4.31M 0.39% 23
2023
Q2
$1.79M Sell
24,162
-58,141
-71% -$4.4M 0.16% 210
2023
Q1
$6.34M Buy
82,303
+76,019
+1,210% +$5.85M 0.7% 15
2022
Q4
$525K Sell
6,284
-104,675
-94% -$8.46M 0.06% 358
2022
Q3
$8.7M Buy
110,959
+96,093
+646% +$8.15M 0.67% 27
2022
Q2
$1.15M Sell
14,866
-21,897
-60% -$1.67M 0.09% 294
2022
Q1
$3.11M Sell
36,763
-207,583
-85% -$16.6M 0.25% 136
2021
Q4
$22.8M Sell
244,346
-131,640
-35% -$11.4M 1.42% 6
2021
Q3
$29.5M Buy
375,986
+129,772
+53% +$10.5M 1.82% 1
2021
Q2
$18M Buy
246,214
+160,394
+187% +$12M 1.06% 7
2021
Q1
$6.49M Buy
85,820
+34,522
+67% +$2.69M 0.36% 103
2020
Q4
$3.96M Buy
+51,298
New +$3.84M 0.2% 156
2019
Q3
Sell
-137,344
Closed -$7.03M 295
2019
Q2
$7.03M Buy
137,344
+127,796
+1,338% +$6.29M 0.79% 45
2019
Q1
$461K Sell
9,548
-60,772
-86% -$2.78M 0.07% 172
2018
Q4
$3.06M Sell
70,320
-35,236
-33% -$1.54M 0.54% 65
2018
Q3
$4.42M Buy
+105,556
New +$4.49M 0.75% 39
2018
Q2
Sell
-12,832
Closed -$524K 283
2018
Q1
$524K Sell
12,832
-19,012
-60% -$733K 0.1% 177
2017
Q4
$1.24M Sell
31,844
-116,428
-79% -$4.5M 1.49% 18
2017
Q3
$5.43M Buy
148,272
+13,240
+10% +$485K 2.89% 7
2017
Q2
$4.73M Sell
135,032
-1,536
-1% -$52.5K 1.78% 12
2017
Q1
$4.38M Buy
136,568
+109,156
+398% +$3.43M 1.93% 13
2016
Q4
$819K Sell
27,412
-56,300
-67% -$1.68M 1.7% 14
2016
Q3
$2.56M Buy
+83,712
New +$2.64M 1.41% 21

Other funds holding NEE

Edgestream Partners's NEE Position: Q2 2026 in Review

Edgestream Partners increased its NextEra Energy (NEE) stake by 128% in Q2 2026, buying an estimated $896K and bringing the position to 17,635 shares worth $1.55M. The position accounts for 0.05% of the portfolio, ranked #578.

Edgestream Partners first reported a position in NEE in Q3 2016 and has held it in 34 quarters since. The position peaked at $29.5M in Q3 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Edgestream Partners held 17,635 shares of NextEra Energy worth $1.55M as of Q2 2026.
  • Edgestream Partners bought 9,906 NextEra Energy shares in Q2 2026, an estimated $896K.
  • NextEra Energy made up 0.05% of Edgestream Partners's portfolio in Q2 2026, its #578 holding.
  • Edgestream Partners first reported a position in NextEra Energy in Q3 2016 and has held it in 34 quarters since.
  • Edgestream Partners's NextEra Energy position peaked at $29.5M in Q3 2021.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.