Freestone Capital Holdings’s NextEra Energy NEE Stock Holding History

Freestone Capital Holdings’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	$12.1M	Buy	129,822 +1,403	+1%	+$125K	0.37%	49
2025 Q4	$10.3M	Buy	128,419 +4,995	+4%	+$414K	0.31%	56
2025 Q3	$9.32M	Sell	123,424 -3,375	-3%	-$247K	0.29%	60
2025 Q2	$8.8M	Sell	126,799 -47,038	-27%	-$3.27M	0.3%	62
2025 Q1	$12.3M	Buy	173,837 +14,230	+9%	+$1M	0.46%	44
2024 Q4	$11.4M	Buy	159,607 +4,171	+3%	+$324K	0.4%	48
2024 Q3	$13.1M	Sell	155,436 -4,917	-3%	-$384K	0.45%	43
2024 Q2	$11.4M	Sell	160,353 -722	-0.4%	-$51.2K	0.41%	49
2024 Q1	$10.3M	Buy	161,075 +29,260	+22%	+$1.71M	0.38%	51
2023 Q4	$8.01M	Sell	131,815 -23,148	-15%	-$1.32M	0.36%	56
2023 Q3	$8.88M	Buy	154,963 +11,195	+8%	+$775K	0.47%	49
2023 Q2	$10.7M	Buy	143,768 +12,353	+9%	+$935K	0.43%	45
2023 Q1	$10.1M	Sell	131,415 -5,222	-4%	-$402K	0.45%	39
2022 Q4	$11.4M	Buy	136,637 +441	+0.3%	+$35.6K	0.52%	31
2022 Q3	$10.7M	Sell	136,196 -11,606	-8%	-$985K	0.48%	28
2022 Q2	$11.4M	Sell	147,802 -14,262	-9%	-$1.09M	0.44%	35
2022 Q1	$13.7M	Buy	162,064 +9,205	+6%	+$738K	0.55%	35
2021 Q4	$14.3M	Buy	152,859 +6,752	+5%	+$584K	0.6%	36
2021 Q3	$11.5M	Buy	146,107 +32,167	+28%	+$2.59M	0.58%	40
2021 Q2	$8.35M	Buy	113,940 +4,833	+4%	+$363K	0.42%	56
2021 Q1	$8.25M	Buy	109,107 +7,498	+7%	+$585K	0.45%	55
2020 Q4	$7.84M	Sell	101,609 -9,875	-9%	-$739K	0.46%	48
2020 Q3	$7.74M	Buy	111,484 +32,216	+41%	+$2.22M	0.5%	42
2020 Q2	$4.76K	Buy	79,268 +52,352	+195%	+$3.13M	0.06%	80
2020 Q1	$1.62K	Sell	26,916 -46,940	-64%	-$2.95M	0.04%	153
2019 Q4	$4.47K	Buy	73,856 +45,280	+158%	+$2.64M	0.09%	86
2019 Q3	$1.66K	Buy	28,576 +18,664	+188%	+$1.01M	0.04%	195
2019 Q2	$508	Buy	9,912 +4,440	+81%	+$218K	0.01%	289
2019 Q1	$264K	Buy	+5,472	New	+$250K	0.02%	323
2013 Q4	–	Sell	-19,132	Closed	-$336K	–	353
2013 Q3	$336K	Buy	+19,132	New	+$395K	0.06%	267

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

Freestone Capital Holdings's NEE Position: Q1 2026 in Review

Freestone Capital Holdings increased its NextEra Energy (NEE) stake by 1.1% in Q1 2026, buying an estimated $125K and bringing the position to 129,822 shares worth $12.1M. The position accounts for 0.37% of the portfolio, ranked #49.

Freestone Capital Holdings first reported a position in NEE in Q3 2013 and has held it in 30 quarters since. The position peaked at $14.3M in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Freestone Capital Holdings held 129,822 shares of NextEra Energy worth $12.1M as of Q1 2026.
Freestone Capital Holdings bought 1,403 NextEra Energy shares in Q1 2026, an estimated $125K.
NextEra Energy made up 0.37% of Freestone Capital Holdings's portfolio in Q1 2026, its #49 holding.
Freestone Capital Holdings first reported a position in NextEra Energy in Q3 2013 and has held it in 30 quarters since.
Freestone Capital Holdings's NextEra Energy position peaked at $14.3M in Q4 2021.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.