Investment 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
Q1 | $481K | Buy |
5,177
+1,324
| +34% | +$118K | 0.17% | 109 |
|
|
2025
Q4 | $309K | Buy |
3,853
+308
| +9% | +$25.5K | 0.11% | 128 |
|
|
2025
Q3 | $268K | Buy |
3,545
+50
| +1% | +$3.65K | 0.09% | 138 |
|
|
2025
Q2 | $243K | Sell |
3,495
-363
| -9% | -$25.2K | 0.09% | 143 |
|
|
2025
Q1 | $274K | Buy |
3,858
+482
| +14% | +$34K | 0.11% | 134 |
|
|
2024
Q4 | $242K | Buy |
3,376
+159
| +5% | +$12.4K | 0.1% | 137 |
|
|
2024
Q3 | $272K | Sell |
3,217
-1,761
| -35% | -$137K | 0.11% | 130 |
|
|
2024
Q2 | $352K | Buy |
4,978
+15
| +0.3% | +$1.06K | 0.16% | 111 |
|
|
2024
Q1 | $317K | Sell |
4,963
-1,658
| -25% | -$97.1K | 0.14% | 119 |
|
|
2023
Q4 | $402K | Buy |
6,621
+1,561
| +31% | +$89K | 0.2% | 100 |
|
|
2023
Q3 | $290K | Sell |
5,060
-416
| -8% | -$28.8K | 0.15% | 111 |
|
|
2023
Q2 | $406K | Sell |
5,476
-280
| -5% | -$21.2K | 0.21% | 99 |
|
|
2023
Q1 | $444K | Buy |
5,756
+17
| +0.3% | +$1.31K | 0.23% | 94 |
|
|
2022
Q4 | $480K | Sell |
5,739
-26,820
| -82% | -$2.17M | 0.25% | 90 |
|
|
2022
Q3 | $2.55M | Buy |
32,559
+22,520
| +224% | +$1.91M | 0.76% | 33 |
|
|
2022
Q2 | $778K | Buy |
10,039
+39
| +0.4% | +$2.97K | 0.38% | 69 |
|
|
2022
Q1 | $847K | Buy |
10,000
+36
| +0.4% | +$2.88K | 0.36% | 66 |
|
|
2021
Q4 | $930K | Sell |
9,964
-493
| -5% | -$42.6K | 0.38% | 60 |
|
|
2021
Q3 | $821K | Buy |
10,457
+33
| +0.3% | +$2.66K | 0.37% | 65 |
|
|
2021
Q2 | $764K | Buy |
10,424
+38
| +0.4% | +$2.85K | 0.35% | 64 |
|
|
2021
Q1 | $785K | Buy |
10,386
+37
| +0.4% | +$2.89K | 0.38% | 61 |
|
|
2020
Q4 | $798K | Buy |
10,349
+33
| +0.3% | +$2.47K | 0.42% | 59 |
|
|
2020
Q3 | $716K | Buy |
10,316
+36
| +0.4% | +$2.48K | 0.43% | 58 |
|
|
2020
Q2 | $617K | Sell |
10,280
-160
| -2% | -$9.58K | 0.36% | 67 |
|
|
2020
Q1 | $628K | Buy |
10,440
+44
| +0.4% | +$2.77K | 0.45% | 58 |
|
|
2019
Q4 | $629K | Sell |
10,396
-196
| -2% | -$11.4K | 0.42% | 66 |
|
|
2019
Q3 | $617K | Buy |
10,592
+436
| +4% | +$23.6K | 0.45% | 64 |
|
|
2019
Q2 | $520K | Sell |
10,156
-324
| -3% | -$15.9K | 0.37% | 72 |
|
|
2019
Q1 | $506K | Sell |
10,480
-284
| -3% | -$13K | 0.37% | 69 |
|
|
2018
Q4 | $468K | Buy |
+10,764
| New | +$471K | 0.39% | 69 |
|
|
2018
Q3 | – | Sell |
-7,852
| Closed | -$328K | – | 151 |
|
|
2018
Q2 | $328K | Buy |
7,852
+52
| +0.7% | +$2.1K | 0.24% | 86 |
|
|
2018
Q1 | $319K | Buy |
7,800
+292
| +4% | +$11.3K | 0.24% | 94 |
|
|
2017
Q4 | $293K | Buy |
+7,508
| New | +$290K | 0.22% | 109 |
|
|
2016
Q4 | – | Sell |
-21,360
| Closed | -$653K | – | 151 |
|
|
2016
Q3 | $653K | Buy |
+21,360
| New | +$673K | 0.37% | 79 |
|
|
2016
Q2 | – | Sell |
-21,008
| Closed | -$546K | – | 145 |
|
|
2016
Q1 | $546K | Buy |
+21,008
| New | +$590K | 0.36% | 80 |
|
Other funds holding NEE
VCM
VPM
Investment Partners's NEE Position: Q1 2026 in Review
Investment Partners increased its NextEra Energy (NEE) stake by 34% in Q1 2026, buying an estimated $118K and bringing the position to 5,177 shares worth $481K. The position accounts for 0.17% of the portfolio, ranked #109.
Investment Partners first reported a position in NEE in Q1 2016 and has held it in 35 quarters since. The position peaked at $2.55M in Q3 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Investment Partners held 5,177 shares of NextEra Energy worth $481K as of Q1 2026.
- Investment Partners bought 1,324 NextEra Energy shares in Q1 2026, an estimated $118K.
- NextEra Energy made up 0.17% of Investment Partners's portfolio in Q1 2026, its #109 holding.
- Investment Partners first reported a position in NextEra Energy in Q1 2016 and has held it in 35 quarters since.
- Investment Partners's NextEra Energy position peaked at $2.55M in Q3 2022.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.