Focused Wealth Management’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 | $802K | Buy |
8,632
+210
| +2% | +$18.7K | 0.08% | 85 |
|
|
2025
Q4 | $676K | Sell |
8,422
-178
| -2% | -$14.7K | 0.07% | 93 |
|
|
2025
Q3 | $649K | Buy |
8,600
+7
| +0.1% | +$511 | 0.07% | 91 |
|
|
2025
Q2 | $597K | Buy |
8,593
+1
| +0% | +$69 | 0.07% | 89 |
|
|
2025
Q1 | $609K | Sell |
8,592
-765
| -8% | -$54K | 0.08% | 81 |
|
|
2024
Q4 | $671K | Buy |
9,357
+30
| +0.3% | +$2.33K | 0.09% | 72 |
|
|
2024
Q3 | $788K | Buy |
9,327
+36
| +0.4% | +$2.81K | 0.1% | 78 |
|
|
2024
Q2 | $658K | Buy |
9,291
+20
| +0.2% | +$1.42K | 0.09% | 77 |
|
|
2024
Q1 | $593K | Sell |
9,271
-109
| -1% | -$6.39K | 0.09% | 81 |
|
|
2023
Q4 | $570K | Buy |
9,380
+16
| +0.2% | +$912 | 0.09% | 73 |
|
|
2023
Q3 | $536K | Buy |
9,364
+172
| +2% | +$11.9K | 0.09% | 72 |
|
|
2023
Q2 | $682K | Buy |
9,192
+13
| +0.1% | +$984 | 0.12% | 70 |
|
|
2023
Q1 | $708K | Buy |
9,179
+13
| +0.1% | +$1K | 0.14% | 64 |
|
|
2022
Q4 | $766K | Buy |
9,166
+34
| +0.4% | +$2.75K | 0.16% | 63 |
|
|
2022
Q3 | $716K | Sell |
9,132
-1,413
| -13% | -$120K | 0.15% | 62 |
|
|
2022
Q2 | $817K | Buy |
10,545
+949
| +10% | +$72.3K | 0.15% | 70 |
|
|
2022
Q1 | $813K | Buy |
9,596
+2,093
| +28% | +$168K | 0.13% | 73 |
|
|
2021
Q4 | $700K | Buy |
7,503
+28
| +0.4% | +$2.42K | 0.11% | 77 |
|
|
2021
Q3 | $587K | Buy |
7,475
+31
| +0.4% | +$2.5K | 0.1% | 86 |
|
|
2021
Q2 | $546K | Buy |
7,444
+34
| +0.5% | +$2.55K | 0.09% | 89 |
|
|
2021
Q1 | $560K | Buy |
7,410
+184
| +3% | +$14.4K | 0.1% | 91 |
|
|
2020
Q4 | $558K | Buy |
7,226
+102
| +1% | +$7.63K | 0.11% | 86 |
|
|
2020
Q3 | $494K | Sell |
7,124
-608
| -8% | -$42K | 0.11% | 81 |
|
|
2020
Q2 | $464K | Sell |
7,732
-1,288
| -14% | -$77.1K | 0.11% | 82 |
|
|
2020
Q1 | $542K | Sell |
9,020
-9,400
| -51% | -$591K | 0.16% | 68 |
|
|
2019
Q4 | $1.11M | Hold |
18,420
| – | – | 0.26% | 46 |
|
|
2019
Q3 | $1.07M | Buy |
18,420
+200
| +1% | +$10.8K | 0.3% | 46 |
|
|
2019
Q2 | $933K | Hold |
18,220
| – | – | 0.25% | 53 |
|
|
2019
Q1 | $881K | Buy |
18,220
+1,480
| +9% | +$67.7K | 0.27% | 55 |
|
|
2018
Q4 | $727K | Hold |
16,740
| – | – | 0.25% | 62 |
|
|
2018
Q3 | $701K | Buy |
16,740
+16,120
| +2,600% | +$686K | 0.24% | 69 |
|
|
2018
Q2 | $26K | Sell |
620
-6,920
| -92% | -$279K | 0.01% | 334 |
|
|
2018
Q1 | $308K | Hold |
7,540
| – | – | 0.1% | 109 |
|
|
2017
Q4 | $294K | Buy |
7,540
+4,800
| +175% | +$185K | 0.09% | 110 |
|
|
2017
Q3 | $100K | Sell |
2,740
-4,800
| -64% | -$176K | 0.03% | 162 |
|
|
2017
Q2 | $264K | Buy |
7,540
+4,796
| +175% | +$164K | 0.1% | 117 |
|
|
2017
Q1 | $88K | Buy |
2,744
+16
| +0.6% | +$503 | 0.03% | 226 |
|
|
2016
Q4 | $81K | Buy |
2,728
+16
| +0.6% | +$478 | 0.03% | 229 |
|
|
2016
Q3 | $83K | Buy |
2,712
+16
| +0.6% | +$504 | 0.04% | 220 |
|
|
2016
Q2 | $88K | Buy |
2,696
+12
| +0.4% | +$360 | 0.04% | 213 |
|
|
2016
Q1 | $79K | Sell |
2,684
-384
| -13% | -$10.8K | 0.04% | 154 |
|
|
2015
Q4 | $80K | Buy |
3,068
+16
| +0.5% | +$405 | 0.05% | 169 |
|
|
2015
Q3 | $74K | Buy |
3,052
+16
| +0.5% | +$407 | 0.05% | 168 |
|
|
2015
Q2 | $74K | Buy |
3,036
+16
| +0.5% | +$407 | 0.05% | 164 |
|
|
2015
Q1 | $79K | Buy |
3,020
+16
| +0.5% | +$422 | 0.05% | 161 |
|
|
2014
Q4 | $80K | Buy |
3,004
+12
| +0.4% | +$303 | 0.06% | 153 |
|
|
2014
Q3 | $70K | Buy |
2,992
+16
| +0.5% | +$386 | 0.05% | 169 |
|
|
2014
Q2 | $76K | Buy |
2,976
+16
| +0.5% | +$389 | 0.06% | 156 |
|
|
2014
Q1 | $71K | Buy |
2,960
+16
| +0.5% | +$363 | 0.06% | 149 |
|
|
2013
Q4 | $63K | Buy |
2,944
+12
| +0.4% | +$253 | 0.05% | 158 |
|
|
2013
Q3 | $59K | Buy |
+2,932
| New | +$60.5K | 0.06% | 151 |
|
Other funds holding NEE
VCM
VPM
Focused Wealth Management's NEE Position: Q1 2026 in Review
Focused Wealth Management increased its NextEra Energy (NEE) stake by 2.5% in Q1 2026, buying an estimated $18.7K and bringing the position to 8,632 shares worth $802K. The position accounts for 0.08% of the portfolio, ranked #85.
Focused Wealth Management first reported a position in NEE in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.11M in Q4 2019. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Focused Wealth Management held 8,632 shares of NextEra Energy worth $802K as of Q1 2026.
- Focused Wealth Management bought 210 NextEra Energy shares in Q1 2026, an estimated $18.7K.
- NextEra Energy made up 0.08% of Focused Wealth Management's portfolio in Q1 2026, its #85 holding.
- Focused Wealth Management first reported a position in NextEra Energy in Q3 2013 and has held it in 51 quarters since.
- Focused Wealth Management's NextEra Energy position peaked at $1.11M in Q4 2019.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.