Freestone Capital Holdings’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 | $11.6M | Buy |
132,546
+2,724
| +2% | +$246K | 0.3% | 54 |
|
|
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 | $4.76M | Buy |
79,268
+52,352
| +195% | +$3.13M | 0.06% | 80 |
|
|
2020
Q1 | $1.62M | Sell |
26,916
-46,940
| -64% | -$2.95M | 0.04% | 153 |
|
|
2019
Q4 | $4.47M | Buy |
73,856
+45,280
| +158% | +$2.64M | 0.09% | 86 |
|
|
2019
Q3 | $1.66M | Buy |
28,576
+18,664
| +188% | +$1.01M | 0.04% | 195 |
|
|
2019
Q2 | $508K | 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
Freestone Capital Holdings's NEE Position: Q2 2026 in Review
Freestone Capital Holdings increased its NextEra Energy (NEE) stake by 2.1% in Q2 2026, buying an estimated $246K and bringing the position to 132,546 shares worth $11.6M. The position accounts for 0.3% of the portfolio, ranked #54.
Freestone Capital Holdings first reported a position in NEE in Q3 2013 and has held it in 31 quarters since. The position peaked at $14.3M in Q4 2021. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Freestone Capital Holdings held 132,546 shares of NextEra Energy worth $11.6M as of Q2 2026.
- Freestone Capital Holdings bought 2,724 NextEra Energy shares in Q2 2026, an estimated $246K.
- NextEra Energy made up 0.3% of Freestone Capital Holdings's portfolio in Q2 2026, its #54 holding.
- Freestone Capital Holdings first reported a position in NextEra Energy in Q3 2013 and has held it in 31 quarters since.
- Freestone Capital Holdings's NextEra Energy position peaked at $14.3M in Q4 2021.
- 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.