Fulton Breakefield Broenniman’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 | $21M | Sell |
225,967
-54,750
| -20% | -$4.87M | 1.37% | 21 |
|
|
2025
Q4 | $22.5M | Sell |
280,717
-7,431
| -3% | -$615K | 1.42% | 19 |
|
|
2025
Q3 | $21.8M | Sell |
288,148
-84,489
| -23% | -$6.17M | 1.4% | 20 |
|
|
2025
Q2 | $25.9M | Sell |
372,637
-5,443
| -1% | -$378K | 1.75% | 17 |
|
|
2025
Q1 | $26.8M | Buy |
378,080
+3,754
| +1% | +$265K | 1.94% | 16 |
|
|
2024
Q4 | $26.8M | Sell |
374,326
-988
| -0.3% | -$76.8K | 1.92% | 16 |
|
|
2024
Q3 | $31.7M | Sell |
375,314
-6,777
| -2% | -$529K | 2.22% | 15 |
|
|
2024
Q2 | $27.1M | Sell |
382,091
-334
| -0.1% | -$23.7K | 2% | 15 |
|
|
2024
Q1 | $24.4M | Buy |
382,425
+2,457
| +0.6% | +$144K | 1.88% | 17 |
|
|
2023
Q4 | $23.1M | Buy |
379,968
+50,899
| +15% | +$2.9M | 1.86% | 17 |
|
|
2023
Q3 | $18.9M | Buy |
329,069
+9,430
| +3% | +$653K | 1.64% | 18 |
|
|
2023
Q2 | $23.7M | Buy |
319,639
+26,210
| +9% | +$1.98M | 1.96% | 15 |
|
|
2023
Q1 | $22.6M | Buy |
293,429
+15,321
| +6% | +$1.18M | 1.94% | 15 |
|
|
2022
Q4 | $23.2M | Buy |
278,108
+4,041
| +1% | +$326K | 2.06% | 13 |
|
|
2022
Q3 | $21.5M | Sell |
274,067
-2,695
| -1% | -$229K | 2.02% | 14 |
|
|
2022
Q2 | $21.4M | Sell |
276,762
-1,612
| -0.6% | -$123K | 1.85% | 16 |
|
|
2022
Q1 | $23.6M | Buy |
278,374
+8,743
| +3% | +$701K | 2.07% | 13 |
|
|
2021
Q4 | $25.2M | Buy |
269,631
+5,694
| +2% | +$492K | 1.86% | 15 |
|
|
2021
Q3 | $20.7M | Sell |
263,937
-2,844
| -1% | -$229K | 1.77% | 20 |
|
|
2021
Q2 | $19.6M | Buy |
266,781
+7,458
| +3% | +$560K | 1.67% | 25 |
|
|
2021
Q1 | $19.6M | Buy |
259,323
+39,625
| +18% | +$3.09M | 1.81% | 19 |
|
|
2020
Q4 | $16.9M | Sell |
219,698
-37,402
| -15% | -$2.8M | 2.03% | 15 |
|
|
2020
Q3 | $17.8M | Buy |
257,100
+904
| +0.4% | +$62.4K | 2.01% | 20 |
|
|
2020
Q2 | $15.4M | Buy |
256,196
+8,120
| +3% | +$486K | 1.87% | 22 |
|
|
2020
Q1 | $14.9M | Sell |
248,076
-41,732
| -14% | -$2.62M | 2.23% | 10 |
|
|
2019
Q4 | $17.5M | Buy |
289,808
+320
| +0.1% | +$18.7K | 2.05% | 13 |
|
|
2019
Q3 | $16.9M | Buy |
289,488
+4,656
| +2% | +$252K | 2.14% | 8 |
|
|
2019
Q2 | $14.6M | Buy |
284,832
+2,476
| +0.9% | +$122K | 2.31% | 8 |
|
|
2019
Q1 | $13.6M | Buy |
282,356
+39,168
| +16% | +$1.79M | 2.22% | 11 |
|
|
2018
Q4 | $10.6M | Sell |
243,188
-2,332
| -0.9% | -$102K | 1.87% | 16 |
|
|
2018
Q3 | $10.3M | Buy |
245,520
+1,092
| +0.4% | +$46.5K | 1.6% | 21 |
|
|
2018
Q2 | $10.2M | Sell |
244,428
-8,088
| -3% | -$327K | 1.63% | 22 |
|
|
2018
Q1 | $10.3M | Sell |
252,516
-4,484
| -2% | -$173K | 1.79% | 17 |
|
|
2017
Q4 | $10M | Sell |
257,000
-864
| -0.3% | -$33.4K | 1.68% | 21 |
|
|
2017
Q3 | $9.45M | Sell |
257,864
-1,836
| -0.7% | -$67.3K | 1.65% | 20 |
|
|
2017
Q2 | $9.1M | Sell |
259,700
-624
| -0.2% | -$21.3K | 1.62% | 20 |
|
|
2017
Q1 | $8.35M | Sell |
260,324
-268
| -0.1% | -$8.43K | 1.55% | 22 |
|
|
2016
Q4 | $7.78M | Buy |
260,592
+55,032
| +27% | +$1.64M | 1.54% | 23 |
|
|
2016
Q3 | $6.29M | Buy |
205,560
+2,684
| +1% | +$84.6K | 1.27% | 35 |
|
|
2016
Q2 | $6.61M | Buy |
202,876
+5,796
| +3% | +$174K | 1.35% | 30 |
|
|
2016
Q1 | $5.83M | Buy |
197,080
+7,784
| +4% | +$219K | 1.28% | 36 |
|
|
2015
Q4 | $4.92M | Buy |
189,296
+6,284
| +3% | +$159K | 1.09% | 40 |
|
|
2015
Q3 | $4.46M | Sell |
183,012
-12,336
| -6% | -$314K | 1.05% | 42 |
|
|
2015
Q2 | $4.79M | Buy |
195,348
+712
| +0.4% | +$18.1K | 1.05% | 44 |
|
|
2015
Q1 | $5.06M | Buy |
194,636
+2,984
| +2% | +$78.7K | 1.13% | 38 |
|
|
2014
Q4 | $5.09M | Sell |
191,652
-1,504
| -0.8% | -$38K | 1.12% | 39 |
|
|
2014
Q3 | $4.53M | Sell |
193,156
-916
| -0.5% | -$22.1K | 1.06% | 41 |
|
|
2014
Q2 | $4.97M | Buy |
194,072
+2,328
| +1% | +$56.6K | 1.2% | 35 |
|
|
2014
Q1 | $4.58M | Sell |
191,744
-3,516
| -2% | -$79.7K | 1.18% | 36 |
|
|
2013
Q4 | $4.18M | Sell |
195,260
-6,028
| -3% | -$127K | 1.1% | 36 |
|
|
2013
Q3 | $4.03M | Buy |
201,288
+2,852
| +1% | +$58.9K | 1.09% | 33 |
|
|
2013
Q2 | $4.04M | Buy |
+198,436
| New | +$3.94M | 1.19% | 33 |
|
Other funds holding NEE
VCM
VPM
Fulton Breakefield Broenniman's NEE Position: Q1 2026 in Review
Fulton Breakefield Broenniman reduced its NextEra Energy (NEE) stake by 20% in Q1 2026, selling an estimated $4.87M and leaving 225,967 shares worth $21M. The position accounts for 1.37% of the portfolio, ranked #21.
Fulton Breakefield Broenniman first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $31.7M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Fulton Breakefield Broenniman held 225,967 shares of NextEra Energy worth $21M as of Q1 2026.
- Fulton Breakefield Broenniman sold 54,750 NextEra Energy shares in Q1 2026, an estimated $4.87M.
- NextEra Energy made up 1.37% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #21 holding.
- Fulton Breakefield Broenniman first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- Fulton Breakefield Broenniman's NextEra Energy position peaked at $31.7M in Q3 2024.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.