Estabrook Capital Management’s NextEra Energy NEE Stock Holding History

Estabrook Capital Management’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 Q1	$4.25M	Sell	45,793 -326	-0.7%	-$29K	0.62%	41
2025 Q4	$3.7M	Sell	46,119 -733	-2%	-$60.7K	0.54%	44
2025 Q3	$3.54M	Sell	46,852 -371	-0.8%	-$27.1K	0.52%	46
2025 Q2	$3.28M	Buy	47,223 +759	+2%	+$52.7K	0.5%	46
2025 Q1	$3.29M	Sell	46,464 -588	-1%	-$41.5K	0.53%	46
2024 Q4	$3.37M	Sell	47,052 -378	-0.8%	-$29.4K	0.52%	48
2024 Q3	$4.01M	Sell	47,430 -64	-0.1%	-$4.99K	0.6%	44
2024 Q2	$3.36M	Buy	47,494 +234	+0.5%	+$16.6K	0.52%	49
2024 Q1	$3.02M	Sell	47,260 -361	-0.8%	-$21.1K	0.47%	54
2023 Q4	$2.89M	Sell	47,621 -1,576	-3%	-$89.8K	0.47%	53
2023 Q3	$2.82M	Sell	49,197 -727	-1%	-$50.3K	0.5%	51
2023 Q2	$3.7M	Sell	49,924 -144	-0.3%	-$10.9K	0.62%	44
2023 Q1	$3.86M	Sell	50,068 -260	-0.5%	-$20K	0.67%	43
2022 Q4	$4.21M	Sell	50,328 -483	-1%	-$39K	0.72%	39
2022 Q3	$3.98M	Sell	50,811 -3,609	-7%	-$306K	0.74%	38
2022 Q2	$4.22M	Buy	54,420 +1,825	+3%	+$139K	0.72%	39
2022 Q1	$4.46M	Sell	52,595 -1,905	-3%	-$153K	0.65%	41
2021 Q4	$5.09M	Sell	54,500 -2,049	-4%	-$177K	0.72%	37
2021 Q3	$4.44M	Sell	56,549 -1,725	-3%	-$139K	0.7%	40
2021 Q2	$4.27M	Sell	58,274 -503	-0.9%	-$37.8K	0.65%	46
2021 Q1	$4.44M	Sell	58,777 -832	-1%	-$64.9K	0.68%	45
2020 Q4	$4.6M	Sell	59,609 -183,703	-76%	-$13.7M	0.76%	41
2020 Q3	$4.22M	Buy	243,312 +179,128	+279%	+$12.4M	0.77%	38
2020 Q2	$3.85M	Sell	64,184 -11,436	-15%	-$684K	0.73%	42
2020 Q1	$4.55M	Sell	75,620 -3,496	-4%	-$220K	0.96%	32
2019 Q4	$4.79M	Sell	79,116 -11,944	-13%	-$697K	0.72%	42
2019 Q3	$5.3M	Sell	91,060 -7,984	-8%	-$432K	0.88%	39
2019 Q2	$5.07M	Sell	99,044 -1,316	-1%	-$64.8K	0.83%	39
2019 Q1	$4.85M	Sell	100,360 -4,896	-5%	-$224K	0.8%	38
2018 Q4	$4.57M	Sell	105,256 -7,368	-7%	-$322K	0.85%	36
2018 Q3	$4.72M	Sell	112,624 -4,804	-4%	-$205K	0.71%	38
2018 Q2	$4.9M	Sell	117,428 -11,696	-9%	-$472K	0.77%	39
2018 Q1	$5.27M	Sell	129,124 -2,400	-2%	-$92.5K	0.83%	38
2017 Q4	$5.14M	Sell	131,524 -4,132	-3%	-$160K	0.77%	41
2017 Q3	$4.97M	Sell	135,656 -1,940	-1%	-$71.1K	0.77%	40
2017 Q2	$4.82M	Sell	137,596 -16,580	-11%	-$567K	0.77%	41
2017 Q1	$4.95M	Sell	154,176 -20,484	-12%	-$644K	0.77%	39
2016 Q4	$5.22M	Sell	174,660 -53,520	-23%	-$1.6M	0.82%	40
2016 Q3	$6.98M	Sell	228,180 -15,880	-7%	-$500K	1.03%	38
2016 Q2	$7.96M	Buy	244,060 +187,708	+333%	+$5.64M	1.19%	32
2016 Q1	$1.67M	Buy	56,352 +1,036	+2%	+$29.1K	0.25%	67
2015 Q4	$1.44M	Sell	55,316 -1,932	-3%	-$48.9K	0.21%	66
2015 Q3	$1.4M	Buy	57,248 +13,796	+32%	+$351K	0.2%	67
2015 Q2	$1.06M	Sell	43,452 -400	-0.9%	-$10.2K	0.13%	82
2015 Q1	$1.14M	Hold	43,852	–	–	0.13%	83
2014 Q4	$1.17M	Sell	43,852 -200	-0.5%	-$5.05K	0.13%	83
2014 Q3	$1.03M	Hold	44,052	–	–	0.11%	88
2014 Q2	$1.13M	Hold	44,052	–	–	0.12%	86
2014 Q1	$1.05M	Sell	44,052 -2,000	-4%	-$45.3K	0.11%	94
2013 Q4	$986K	Hold	46,052	–	–	0.1%	98
2013 Q3	$923K	Hold	46,052	–	–	0.1%	102
2013 Q2	$938K	Buy	+46,052	New	+$914K	0.1%	104

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Estabrook Capital Management's NEE Position: Q1 2026 in Review

Estabrook Capital Management reduced its NextEra Energy (NEE) stake by 0.71% in Q1 2026, selling an estimated $29K and leaving 45,793 shares worth $4.25M. The position accounts for 0.62% of the portfolio, ranked #41.

Estabrook Capital Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.96M in Q2 2016. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Estabrook Capital Management held 45,793 shares of NextEra Energy worth $4.25M as of Q1 2026.
Estabrook Capital Management sold 326 NextEra Energy shares in Q1 2026, an estimated $29K.
NextEra Energy made up 0.62% of Estabrook Capital Management's portfolio in Q1 2026, its #41 holding.
Estabrook Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Estabrook Capital Management's NextEra Energy position peaked at $7.96M in Q2 2016.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Estabrook Capital Management's 13F filing for Q1 2026, filed 14 May 2026.