Kimelman & Baird’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 | $6.36M | Hold |
68,424
| – | – | 0.52% | 40 |
|
|
2025
Q4 | $5.49M | Hold |
68,424
| – | – | 0.42% | 42 |
|
|
2025
Q3 | $5.17M | Hold |
68,424
| – | – | 0.4% | 40 |
|
|
2025
Q2 | $4.75M | Hold |
68,424
| – | – | 0.39% | 42 |
|
|
2025
Q1 | $4.85M | Sell |
68,424
-29
| -0% | -$2.05K | 0.41% | 40 |
|
|
2024
Q4 | $4.91M | Sell |
68,453
-15,000
| -18% | -$1.17M | 0.39% | 43 |
|
|
2024
Q3 | $7.05M | Hold |
83,453
| – | – | 0.56% | 35 |
|
|
2024
Q2 | $5.91M | Buy |
+83,453
| New | +$5.92M | 0.49% | 39 |
|
|
2021
Q2 | $6.01M | Buy |
+82,037
| New | +$6.16M | 0.54% | 41 |
|
|
2019
Q3 | $4.78M | Hold |
82,020
| – | – | 0.66% | 40 |
|
|
2019
Q2 | $4.2M | Hold |
82,020
| – | – | 0.58% | 40 |
|
|
2019
Q1 | $3.96M | Sell |
82,020
-1,580
| -2% | -$72.2K | 0.57% | 42 |
|
|
2018
Q4 | $3.63M | Hold |
83,600
| – | – | 0.57% | 43 |
|
|
2018
Q3 | $3.5M | Hold |
83,600
| – | – | 0.44% | 47 |
|
|
2018
Q2 | $3.49M | Buy |
+83,600
| New | +$3.38M | 0.46% | 45 |
|
|
2017
Q4 | $3.27M | Hold |
83,628
| – | – | 0.46% | 45 |
|
|
2017
Q3 | $3.06M | Hold |
83,628
| – | – | 0.46% | 46 |
|
|
2017
Q2 | $2.93M | Hold |
83,628
| – | – | 0.44% | 50 |
|
|
2017
Q1 | $2.68M | Hold |
83,628
| – | – | 0.41% | 48 |
|
|
2016
Q4 | $2.5M | Sell |
83,628
-56
| -0.1% | -$1.67K | 0.42% | 46 |
|
|
2016
Q3 | $2.56M | Sell |
83,684
-76
| -0.1% | -$2.39K | 0.45% | 46 |
|
|
2016
Q2 | $2.73M | Sell |
83,760
-416
| -0.5% | -$12.5K | 0.5% | 45 |
|
|
2016
Q1 | $2.49M | Hold |
84,176
| – | – | 0.47% | 45 |
|
|
2015
Q4 | $2.19M | Buy |
+84,176
| New | +$2.13M | 0.41% | 49 |
|
|
2015
Q2 | $2.05M | Hold |
83,600
| – | – | 0.35% | 58 |
|
|
2015
Q1 | $2.17M | Hold |
83,600
| – | – | 0.4% | 55 |
|
|
2014
Q4 | $2.22M | Hold |
83,600
| – | – | 0.4% | 52 |
|
|
2014
Q3 | $1.96M | Hold |
83,600
| – | – | 0.37% | 58 |
|
|
2014
Q2 | $2.14M | Hold |
83,600
| – | – | 0.38% | 56 |
|
|
2014
Q1 | $2M | Sell |
83,600
-6,000
| -7% | -$136K | 0.37% | 54 |
|
|
2013
Q4 | $1.92M | Hold |
89,600
| – | – | 0.37% | 55 |
|
|
2013
Q3 | $1.8M | Hold |
89,600
| – | – | 0.36% | 59 |
|
|
2013
Q2 | $1.82M | Buy |
+89,600
| New | +$1.78M | 0.38% | 56 |
|
Other funds holding NEE
VCM
VPM
Kimelman & Baird's NEE Position: Q1 2026 in Review
Kimelman & Baird held its NextEra Energy (NEE) position steady in Q1 2026 at 68,424 shares worth $6.36M. The position accounts for 0.52% of the portfolio, ranked #40.
Kimelman & Baird first reported a position in NEE in Q2 2013 and has held it in 33 quarters since. The position peaked at $7.05M in Q3 2024. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Kimelman & Baird held 68,424 shares of NextEra Energy worth $6.36M as of Q1 2026.
- Kimelman & Baird left its NextEra Energy share count unchanged in Q1 2026.
- NextEra Energy made up 0.52% of Kimelman & Baird's portfolio in Q1 2026, its #40 holding.
- Kimelman & Baird first reported a position in NextEra Energy in Q2 2013 and has held it in 33 quarters since.
- Kimelman & Baird's NextEra Energy position peaked at $7.05M in Q3 2024.
- 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.