Lee Financial’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 | $300K | Sell |
3,230
-58
| -2% | -$5.16K | 0.04% | 125 |
|
|
2025
Q4 | $264K | Sell |
3,288
-1,260
| -28% | -$104K | 0.04% | 126 |
|
|
2025
Q3 | $343K | Buy |
4,548
+1,246
| +38% | +$91K | 0.04% | 136 |
|
|
2025
Q2 | $229K | Sell |
3,302
-42
| -1% | -$2.92K | 0.03% | 136 |
|
|
2025
Q1 | $237K | Sell |
3,344
-1,021
| -23% | -$72.1K | 0.04% | 138 |
|
|
2024
Q4 | $313K | Buy |
4,365
+301
| +7% | +$23.4K | 0.04% | 144 |
|
|
2024
Q3 | $344K | Buy |
4,064
+1,080
| +36% | +$84.3K | 0.05% | 134 |
|
|
2024
Q2 | $211K | Buy |
+2,984
| New | +$212K | 0.03% | 138 |
|
|
2024
Q1 | – | Sell |
-3,016
| Closed | -$183K | – | 586 |
|
|
2023
Q4 | $183K | Buy |
3,016
+202
| +7% | +$11.5K | 0.03% | 141 |
|
|
2023
Q3 | $161K | Sell |
2,814
-6,306
| -69% | -$437K | 0.03% | 139 |
|
|
2023
Q2 | $677K | Sell |
9,120
-16,556
| -64% | -$1.25M | 0.12% | 77 |
|
|
2023
Q1 | $1.98M | Sell |
25,676
-3,338
| -12% | -$257K | 0.34% | 35 |
|
|
2022
Q4 | $2.43M | Buy |
29,014
+366
| +1% | +$29.6K | 0.41% | 30 |
|
|
2022
Q3 | $2.25M | Buy |
28,648
+56
| +0.2% | +$4.75K | 0.42% | 29 |
|
|
2022
Q2 | $2.21M | Buy |
28,592
+81
| +0.3% | +$6.17K | 0.41% | 33 |
|
|
2022
Q1 | $2.42M | Sell |
28,511
-6,805
| -19% | -$545K | 0.43% | 32 |
|
|
2021
Q4 | $3.3M | Buy |
35,316
+177
| +0.5% | +$15.3K | 0.62% | 26 |
|
|
2021
Q3 | $2.76M | Buy |
35,139
+177
| +0.5% | +$14.3K | 0.57% | 27 |
|
|
2021
Q2 | $2.56M | Sell |
34,962
-700
| -2% | -$52.5K | 0.54% | 27 |
|
|
2021
Q1 | $2.7M | Sell |
35,662
-869
| -2% | -$67.8K | 0.64% | 24 |
|
|
2020
Q4 | $2.82M | Sell |
36,531
-789
| -2% | -$59K | 0.73% | 23 |
|
|
2020
Q3 | $2.59M | Buy |
37,320
+100
| +0.3% | +$6.9K | 0.72% | 22 |
|
|
2020
Q2 | $2.23M | Sell |
37,220
-436
| -1% | -$26.1K | 0.62% | 27 |
|
|
2020
Q1 | $2.27M | Sell |
37,656
-504
| -1% | -$31.7K | 0.75% | 21 |
|
|
2019
Q4 | $2.31M | Buy |
38,160
+780
| +2% | +$45.5K | 0.5% | 29 |
|
|
2019
Q3 | $2.18M | Buy |
37,380
+20
| +0.1% | +$1.08K | 0.49% | 30 |
|
|
2019
Q2 | $1.91M | Sell |
37,360
-52
| -0.1% | -$2.56K | 0.43% | 31 |
|
|
2019
Q1 | $1.81M | Buy |
37,412
+300
| +0.8% | +$13.7K | 0.42% | 31 |
|
|
2018
Q4 | $1.61M | Sell |
37,112
-588
| -2% | -$25.7K | 0.43% | 31 |
|
|
2018
Q3 | $1.58M | Sell |
37,700
-7,996
| -17% | -$340K | 0.39% | 36 |
|
|
2018
Q2 | $1.91M | Buy |
45,696
+6,960
| +18% | +$281K | 0.45% | 33 |
|
|
2018
Q1 | $1.58M | Buy |
38,736
+288
| +0.7% | +$11.1K | 0.4% | 40 |
|
|
2017
Q4 | $1.5M | Sell |
38,448
-452
| -1% | -$17.5K | 0.44% | 43 |
|
|
2017
Q3 | $1.43M | Sell |
38,900
-988
| -2% | -$36.2K | 0.46% | 45 |
|
|
2017
Q2 | $1.4M | Buy |
39,888
+8,376
| +27% | +$286K | 0.51% | 45 |
|
|
2017
Q1 | $1.01M | Sell |
31,512
-608
| -2% | -$19.1K | 0.4% | 60 |
|
|
2016
Q4 | $960K | Buy |
+32,120
| New | +$960K | 0.54% | 49 |
|
Other funds holding NEE
VCM
VPM
Lee Financial's NEE Position: Q1 2026 in Review
Lee Financial reduced its NextEra Energy (NEE) stake by 1.8% in Q1 2026, selling an estimated $5.16K and leaving 3,230 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #125.
Lee Financial first reported a position in NEE in Q4 2016 and has held it in 37 quarters since. The position peaked at $3.3M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Lee Financial held 3,230 shares of NextEra Energy worth $300K as of Q1 2026.
- Lee Financial sold 58 NextEra Energy shares in Q1 2026, an estimated $5.16K.
- NextEra Energy made up 0.04% of Lee Financial's portfolio in Q1 2026, its #125 holding.
- Lee Financial first reported a position in NextEra Energy in Q4 2016 and has held it in 37 quarters since.
- Lee Financial's NextEra Energy position peaked at $3.3M in Q4 2021.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.