Horizon Investments’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 | $10.9M | Sell |
117,160
-1,482
| -1% | -$132K | 0.12% | 141 |
|
|
2025
Q4 | $9.52M | Buy |
118,642
+29,633
| +33% | +$2.45M | 0.12% | 140 |
|
|
2025
Q3 | $6.72M | Buy |
89,009
+9,655
| +12% | +$705K | 0.09% | 188 |
|
|
2025
Q2 | $5.51M | Buy |
79,354
+40,256
| +103% | +$2.8M | 0.09% | 180 |
|
|
2025
Q1 | $2.77M | Buy |
39,098
+1,520
| +4% | +$107K | 0.08% | 158 |
|
|
2024
Q4 | $2.69M | Sell |
37,578
-4,067
| -10% | -$316K | 0.08% | 154 |
|
|
2024
Q3 | $3.52M | Sell |
41,645
-2,755
| -6% | -$215K | 0.09% | 110 |
|
|
2024
Q2 | $3.14M | Buy |
44,400
+1,621
| +4% | +$115K | 0.09% | 115 |
|
|
2024
Q1 | $2.73M | Buy |
42,779
+1,060
| +3% | +$62.1K | 0.07% | 131 |
|
|
2023
Q4 | $2.53M | Buy |
41,719
+22,702
| +119% | +$1.29M | 0.07% | 121 |
|
|
2023
Q3 | $1.09M | Buy |
19,017
+1,378
| +8% | +$95.4K | 0.03% | 174 |
|
|
2023
Q2 | $1.31M | Buy |
17,639
+3,767
| +27% | +$285K | 0.04% | 160 |
|
|
2023
Q1 | $1.07M | Buy |
13,872
+3,621
| +35% | +$278K | 0.03% | 172 |
|
|
2022
Q4 | $857K | Sell |
10,251
-18,358
| -64% | -$1.48M | 0.02% | 259 |
|
|
2022
Q3 | $2.24M | Buy |
28,609
+12,238
| +75% | +$1.04M | 0.07% | 103 |
|
|
2022
Q2 | $1.27M | Sell |
16,371
-30,429
| -65% | -$2.32M | 0.04% | 160 |
|
|
2022
Q1 | $3.96M | Buy |
46,800
+26,767
| +134% | +$2.15M | 0.11% | 92 |
|
|
2021
Q4 | $1.87M | Buy |
20,033
+928
| +5% | +$80.2K | 0.06% | 154 |
|
|
2021
Q3 | $1.5M | Sell |
19,105
-5,314
| -22% | -$429K | 0.04% | 174 |
|
|
2021
Q2 | $1.79M | Buy |
24,419
+6,334
| +35% | +$475K | 0.05% | 164 |
|
|
2021
Q1 | $1.37M | Buy |
+18,085
| New | +$1.41M | 0.05% | 163 |
|
|
2020
Q4 | – | Sell |
-41,868
| Closed | -$726K | – | 294 |
|
|
2020
Q3 | $726K | Sell |
41,868
-22,536
| -35% | -$1.56M | 0.03% | 217 |
|
|
2020
Q2 | $3.87M | Buy |
64,404
+35,268
| +121% | +$2.11M | 0.1% | 104 |
|
|
2020
Q1 | $1.75M | Sell |
29,136
-8,452
| -22% | -$531K | 0.09% | 90 |
|
|
2019
Q4 | $2.28M | Buy |
37,588
+24,404
| +185% | +$1.42M | 0.1% | 117 |
|
|
2019
Q3 | $768K | Buy |
13,184
+3,180
| +32% | +$172K | 0.03% | 128 |
|
|
2019
Q2 | $512K | Sell |
10,004
-23,920
| -71% | -$1.18M | 0.01% | 252 |
|
|
2019
Q1 | $1.64M | Buy |
33,924
+10,820
| +47% | +$495K | 0.06% | 144 |
|
|
2018
Q4 | $1M | Buy |
23,104
+1,768
| +8% | +$77.3K | 0.05% | 149 |
|
|
2018
Q3 | $894K | Buy |
21,336
+2,796
| +15% | +$119K | 0.03% | 155 |
|
|
2018
Q2 | $774K | Buy |
18,540
+2,176
| +13% | +$87.9K | 0.03% | 155 |
|
|
2018
Q1 | $668K | Buy |
16,364
+1,668
| +11% | +$64.3K | 0.03% | 141 |
|
|
2017
Q4 | $498K | Buy |
14,696
+1,820
| +14% | +$70.3K | 0.03% | 146 |
|
|
2017
Q3 | $436K | Buy |
+12,876
| New | +$472K | 0.03% | 136 |
|
Other funds holding NEE
VCM
VPM
Horizon Investments's NEE Position: Q1 2026 in Review
Horizon Investments reduced its NextEra Energy (NEE) stake by 1.2% in Q1 2026, selling an estimated $132K and leaving 117,160 shares worth $10.9M. The position accounts for 0.12% of the portfolio, ranked #141.
Horizon Investments first reported a position in NEE in Q3 2017 and has held it in 34 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Horizon Investments held 117,160 shares of NextEra Energy worth $10.9M as of Q1 2026.
- Horizon Investments sold 1,482 NextEra Energy shares in Q1 2026, an estimated $132K.
- NextEra Energy made up 0.12% of Horizon Investments's portfolio in Q1 2026, its #141 holding.
- Horizon Investments first reported a position in NextEra Energy in Q3 2017 and has held it in 34 quarters since.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.