First Foundation 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 | $5.88M | Sell |
63,313
-4,157
| -6% | -$370K | 0.24% | 70 |
|
|
2025
Q4 | $5.42M | Sell |
67,470
-4,071
| -6% | -$337K | 0.2% | 75 |
|
|
2025
Q3 | $5.4M | Sell |
71,541
-4,611
| -6% | -$337K | 0.2% | 79 |
|
|
2025
Q2 | $5.29M | Sell |
76,152
-4,307
| -5% | -$299K | 0.2% | 82 |
|
|
2025
Q1 | $5.7M | Sell |
80,459
-16,308
| -17% | -$1.15M | 0.23% | 70 |
|
|
2024
Q4 | $6.94M | Sell |
96,767
-6,853
| -7% | -$532K | 0.26% | 67 |
|
|
2024
Q3 | $8.76M | Sell |
103,620
-8,548
| -8% | -$667K | 0.33% | 60 |
|
|
2024
Q2 | $7.94M | Sell |
112,168
-7,878
| -7% | -$559K | 0.3% | 65 |
|
|
2024
Q1 | $7.67M | Sell |
120,046
-4,311
| -3% | -$253K | 0.31% | 65 |
|
|
2023
Q4 | $7.55M | Sell |
124,357
-51,084
| -29% | -$2.91M | 0.34% | 61 |
|
|
2023
Q3 | $10.1M | Buy |
175,441
+159,025
| +969% | +$11M | 0.47% | 54 |
|
|
2023
Q2 | $1.22M | Buy |
16,416
+110
| +0.7% | +$8.33K | 0.05% | 167 |
|
|
2023
Q1 | $1.26M | Sell |
16,306
-582
| -3% | -$44.8K | 0.06% | 154 |
|
|
2022
Q4 | $1.41M | Sell |
16,888
-333
| -2% | -$26.9K | 0.07% | 155 |
|
|
2022
Q3 | $1.35M | Buy |
17,221
+1,212
| +8% | +$103K | 0.07% | 147 |
|
|
2022
Q2 | $1.24M | Sell |
16,009
-3,194
| -17% | -$243K | 0.05% | 164 |
|
|
2022
Q1 | $1.63M | Buy |
19,203
+916
| +5% | +$73.4K | 0.06% | 151 |
|
|
2021
Q4 | $1.71M | Buy |
18,287
+561
| +3% | +$48.5K | 0.06% | 154 |
|
|
2021
Q3 | $1.39M | Buy |
17,726
+1,817
| +11% | +$147K | 0.05% | 168 |
|
|
2021
Q2 | $1.17M | Buy |
15,909
+156
| +1% | +$11.7K | 0.04% | 199 |
|
|
2021
Q1 | $1.19M | Sell |
15,753
-334
| -2% | -$26.1K | 0.05% | 185 |
|
|
2020
Q4 | $1.24M | Buy |
16,087
+2,535
| +19% | +$190K | 0.06% | 168 |
|
|
2020
Q3 | $940K | Buy |
13,552
+900
| +7% | +$62.1K | 0.04% | 182 |
|
|
2020
Q2 | $760K | Sell |
12,652
-840
| -6% | -$50.3K | 0.04% | 194 |
|
|
2020
Q1 | $812K | Buy |
13,492
+492
| +4% | +$30.9K | 0.05% | 181 |
|
|
2019
Q4 | $787K | Buy |
13,000
+1,496
| +13% | +$87.3K | 0.04% | 193 |
|
|
2019
Q3 | $670K | Buy |
11,504
+876
| +8% | +$47.4K | 0.04% | 198 |
|
|
2019
Q2 | $544K | Buy |
10,628
+228
| +2% | +$11.2K | 0.03% | 216 |
|
|
2019
Q1 | $503K | Buy |
10,400
+24
| +0.2% | +$1.1K | 0.03% | 218 |
|
|
2018
Q4 | $451K | Sell |
10,376
-136
| -1% | -$5.95K | 0.03% | 271 |
|
|
2018
Q3 | $440K | Buy |
10,512
+20
| +0.2% | +$851 | 0.02% | 249 |
|
|
2018
Q2 | $438K | Sell |
10,492
-32
| -0.3% | -$1.29K | 0.03% | 226 |
|
|
2018
Q1 | $430K | Sell |
10,524
-2,968
| -22% | -$114K | 0.02% | 229 |
|
|
2017
Q4 | $527K | Sell |
13,492
-284
| -2% | -$11K | 0.03% | 224 |
|
|
2017
Q3 | $505K | Buy |
13,776
+1,444
| +12% | +$52.9K | 0.03% | 204 |
|
|
2017
Q2 | $432K | Buy |
12,332
+3,520
| +40% | +$120K | 0.03% | 216 |
|
|
2017
Q1 | $283K | Sell |
8,812
-1,204
| -12% | -$37.9K | 0.02% | 268 |
|
|
2016
Q4 | $299K | Buy |
10,016
+1,188
| +13% | +$35.5K | 0.02% | 252 |
|
|
2016
Q3 | $270K | Sell |
8,828
-1,948
| -18% | -$61.4K | 0.02% | 245 |
|
|
2016
Q2 | $351K | Buy |
10,776
+912
| +9% | +$27.4K | 0.03% | 228 |
|
|
2016
Q1 | $292K | Sell |
9,864
-120
| -1% | -$3.37K | 0.02% | 234 |
|
|
2015
Q4 | $259K | Sell |
9,984
-68
| -0.7% | -$1.72K | 0.02% | 245 |
|
|
2015
Q3 | $245K | Hold |
10,052
| – | – | 0.02% | 200 |
|
|
2015
Q2 | $246K | Sell |
10,052
-676
| -6% | -$17.2K | 0.02% | 195 |
|
|
2015
Q1 | $279K | Buy |
10,728
+296
| +3% | +$7.81K | 0.02% | 190 |
|
|
2014
Q4 | $277K | Buy |
10,432
+60
| +0.6% | +$1.51K | 0.02% | 184 |
|
|
2014
Q3 | $243K | Hold |
10,372
| – | – | 0.02% | 193 |
|
|
2014
Q2 | $266K | Buy |
+10,372
| New | +$252K | 0.03% | 177 |
|
Other funds holding NEE
VCM
VPM
First Foundation Advisors's NEE Position: Q1 2026 in Review
First Foundation Advisors reduced its NextEra Energy (NEE) stake by 6.2% in Q1 2026, selling an estimated $370K and leaving 63,313 shares worth $5.88M. The position accounts for 0.24% of the portfolio, ranked #70.
First Foundation Advisors first reported a position in NEE in Q2 2014 and has held it in 48 quarters since. The position peaked at $10.1M in Q3 2023. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- First Foundation Advisors held 63,313 shares of NextEra Energy worth $5.88M as of Q1 2026.
- First Foundation Advisors sold 4,157 NextEra Energy shares in Q1 2026, an estimated $370K.
- NextEra Energy made up 0.24% of First Foundation Advisors's portfolio in Q1 2026, its #70 holding.
- First Foundation Advisors first reported a position in NextEra Energy in Q2 2014 and has held it in 48 quarters since.
- First Foundation Advisors's NextEra Energy position peaked at $10.1M in Q3 2023.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.