Golden State Equity Partners’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
$2.81K Sell
32
-53,582
-100% -$4.85M 0.01% 297
2026
Q1
$4.98M Buy
53,614
+27,572
+106% +$2.45M 0.38% 48
2025
Q4
$2.09M Buy
26,042
+6,963
+36% +$577K 0.34% 57
2025
Q3
$1.44M Sell
19,079
-4,633
-20% -$339K 0.24% 96
2025
Q2
$1.65M Buy
23,712
+893
+4% +$62K 0.3% 73
2025
Q1
$1.62M Sell
22,819
-1,013
-4% -$71.5K 0.32% 77
2024
Q4
$1.71M Buy
23,832
+1,814
+8% +$141K 0.33% 66
2024
Q3
$1.86M Buy
22,018
+945
+4% +$73.7K 0.29% 78
2024
Q2
$1.49M Buy
+21,073
New +$1.5M 0.31% 76
2023
Q4
$1.64M Buy
26,953
+5,188
+24% +$296K 0.4% 62
2023
Q3
$1.25M Buy
21,765
+1,562
+8% +$108K 0.35% 73
2023
Q2
$1.5M Buy
20,203
+3,467
+21% +$262K 0.42% 53
2023
Q1
$1.29M Buy
+16,736
New +$1.29M 0.7% 42
2022
Q1
$229K Buy
2,702
+119
+5% +$9.54K 0.12% 169
2021
Q4
$241K Sell
2,583
-214
-8% -$18.5K 0.12% 147
2021
Q3
$219K Sell
2,797
-227
-8% -$18.3K 0.09% 214
2021
Q2
$222K Buy
+3,024
New +$227K 0.09% 220
2021
Q1
Sell
-3,737
Closed -$288K 194
2020
Q4
$288K Buy
+3,737
New +$280K 0.2% 125

Other funds holding NEE

Golden State Equity Partners's NEE Position: Q2 2026 in Review

Golden State Equity Partners reduced its NextEra Energy (NEE) stake by 100% in Q2 2026, selling an estimated $4.85M and leaving 32 shares worth $2.81K. The position accounts for 0.01% of the portfolio, ranked #297.

Golden State Equity Partners first reported a position in NEE in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.98M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Golden State Equity Partners held 32 shares of NextEra Energy worth $2.81K as of Q2 2026.
  • Golden State Equity Partners sold 53,582 NextEra Energy shares in Q2 2026, an estimated $4.85M.
  • NextEra Energy made up 0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #297 holding.
  • Golden State Equity Partners first reported a position in NextEra Energy in Q4 2020 and has held it in 18 quarters since.
  • Golden State Equity Partners's NextEra Energy position peaked at $4.98M in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.