Eldridge 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
Q2 | $484K | Buy |
5,515
+44
| +0.8% | +$3.98K | 0.1% | 114 |
|
|
2026
Q1 | $508K | Buy |
5,471
+13
| +0.2% | +$1.16K | 0.11% | 104 |
|
|
2025
Q4 | $438K | Buy |
5,458
+14
| +0.3% | +$1.16K | 0.1% | 120 |
|
|
2025
Q3 | $411K | Buy |
5,444
+16
| +0.3% | +$1.17K | 0.09% | 124 |
|
|
2025
Q2 | $377K | Buy |
5,428
+15
| +0.3% | +$1.04K | 0.08% | 128 |
|
|
2025
Q1 | $384K | Buy |
5,413
+15
| +0.3% | +$1.06K | 0.09% | 120 |
|
|
2024
Q4 | $387K | Buy |
5,398
+13
| +0.2% | +$1.01K | 0.09% | 118 |
|
|
2024
Q3 | $455K | Buy |
5,385
+12
| +0.2% | +$936 | 0.11% | 112 |
|
|
2024
Q2 | $380K | Buy |
5,373
+42
| +0.8% | +$2.98K | 0.1% | 114 |
|
|
2024
Q1 | $341K | Buy |
5,331
+16
| +0.3% | +$937 | 0.09% | 122 |
|
|
2023
Q4 | $323K | Buy |
5,315
+14
| +0.3% | +$798 | 0.08% | 121 |
|
|
2023
Q3 | $304K | Buy |
5,301
+13
| +0.2% | +$900 | 0.1% | 114 |
|
|
2023
Q2 | $392K | Buy |
5,288
+12
| +0.2% | +$908 | 0.13% | 101 |
|
|
2023
Q1 | $407K | Buy |
5,276
+12
| +0.2% | +$923 | 0.14% | 94 |
|
|
2022
Q4 | $440K | Buy |
5,264
+9
| +0.2% | +$727 | 0.15% | 84 |
|
|
2022
Q3 | $412K | Buy |
5,255
+9
| +0.2% | +$764 | 0.16% | 87 |
|
|
2022
Q2 | $406K | Buy |
5,246
+122
| +2% | +$9.29K | 0.15% | 81 |
|
|
2022
Q1 | $434K | Buy |
5,124
+10
| +0.2% | +$801 | 0.15% | 83 |
|
|
2021
Q4 | $477K | Buy |
5,114
+8
| +0.2% | +$691 | 0.16% | 83 |
|
|
2021
Q3 | $401K | Buy |
5,106
+8
| +0.2% | +$645 | 0.14% | 82 |
|
|
2021
Q2 | $374K | Buy |
5,098
+9
| +0.2% | +$675 | 0.14% | 81 |
|
|
2021
Q1 | $385K | Buy |
5,089
+9
| +0.2% | +$702 | 0.15% | 80 |
|
|
2020
Q4 | $392K | Buy |
5,080
+8
| +0.2% | +$598 | 0.16% | 71 |
|
|
2020
Q3 | $352K | Buy |
5,072
+8
| +0.2% | +$552 | 0.17% | 68 |
|
|
2020
Q2 | $304K | Buy |
5,064
+12
| +0.2% | +$718 | 0.15% | 75 |
|
|
2020
Q1 | $304K | Buy |
5,052
+12
| +0.2% | +$754 | 0.17% | 67 |
|
|
2019
Q4 | $305K | Buy |
5,040
+8
| +0.2% | +$467 | 0.15% | 75 |
|
|
2019
Q3 | $293K | Buy |
5,032
+8
| +0.2% | +$433 | 0.15% | 73 |
|
|
2019
Q2 | $257K | Buy |
5,024
+12
| +0.2% | +$590 | 0.14% | 70 |
|
|
2019
Q1 | $242K | Buy |
5,012
+12
| +0.2% | +$549 | 0.13% | 73 |
|
|
2018
Q4 | $217K | Buy |
+5,000
| New | +$219K | 0.13% | 75 |
|
Other funds holding NEE
Eldridge Investment Advisors's NEE Position: Q2 2026 in Review
Eldridge Investment Advisors increased its NextEra Energy (NEE) stake by 0.8% in Q2 2026, buying an estimated $3.98K and bringing the position to 5,515 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #114.
Eldridge Investment Advisors first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $508K in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Eldridge Investment Advisors held 5,515 shares of NextEra Energy worth $484K as of Q2 2026.
- Eldridge Investment Advisors bought 44 NextEra Energy shares in Q2 2026, an estimated $3.98K.
- NextEra Energy made up 0.1% of Eldridge Investment Advisors's portfolio in Q2 2026, its #114 holding.
- Eldridge Investment Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
- Eldridge Investment Advisors's NextEra Energy position peaked at $508K in Q1 2026.
- 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.