M Holdings Securities’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 | $6.52M | Buy |
68,928
+11,803
| +21% | +$1.05M | 0.44% | 46 |
|
|
2025
Q4 | $4.59M | Buy |
+57,125
| New | +$4.73M | 0.33% | 59 |
|
|
2025
Q3 | – | Sell |
-12,434
| Closed | -$870K | – | 153 |
|
|
2025
Q2 | $870K | Buy |
+12,434
| New | +$864K | 0.15% | 98 |
|
|
2024
Q3 | – | Sell |
-57,001
| Closed | -$4.04M | – | 229 |
|
|
2024
Q2 | $4.04M | Buy |
+57,001
| New | +$4.04M | 0.52% | 36 |
|
|
2024
Q1 | – | Sell |
-12,152
| Closed | -$738K | – | 166 |
|
|
2023
Q4 | $738K | Sell |
12,152
-1,799
| -13% | -$103K | 0.08% | 137 |
|
|
2023
Q3 | $799K | Buy |
13,951
+9,642
| +224% | +$667K | 0.11% | 130 |
|
|
2023
Q2 | $320K | Sell |
4,309
-11,009
| -72% | -$833K | 0.07% | 143 |
|
|
2023
Q1 | $1.18M | Sell |
15,318
-3,188
| -17% | -$245K | 0.12% | 134 |
|
|
2022
Q4 | $1.55M | Sell |
18,506
-125
| -0.7% | -$10.1K | 0.16% | 115 |
|
|
2022
Q3 | $1.46M | Buy |
18,631
+2,421
| +15% | +$205K | 0.16% | 115 |
|
|
2022
Q2 | $1.26M | Sell |
16,210
-947
| -6% | -$72.1K | 0.13% | 135 |
|
|
2022
Q1 | $1.45M | Buy |
+17,157
| New | +$1.37M | 0.11% | 146 |
|
|
2021
Q2 | $1.59M | Sell |
21,654
-2,274
| -10% | -$171K | 0.16% | 118 |
|
|
2021
Q1 | $1.81M | Buy |
23,928
+3,441
| +17% | +$269K | 0.16% | 127 |
|
|
2020
Q4 | $1.58M | Buy |
+20,487
| New | +$1.53M | 0.2% | 101 |
|
|
2019
Q2 | – | Sell |
-17,264
| Closed | -$834K | – | 291 |
|
|
2019
Q1 | $834K | Buy |
17,264
+2,008
| +13% | +$91.8K | 0.19% | 132 |
|
|
2018
Q4 | $663K | Sell |
15,256
-9,920
| -39% | -$434K | 0.21% | 135 |
|
|
2018
Q3 | $1.05M | Buy |
25,176
+2,308
| +10% | +$98.3K | 0.28% | 94 |
|
|
2018
Q2 | $955K | Buy |
22,868
+10,572
| +86% | +$427K | 0.26% | 104 |
|
|
2018
Q1 | $502K | Sell |
12,296
-124
| -1% | -$4.78K | 0.15% | 182 |
|
|
2017
Q4 | $485K | Buy |
12,420
+1,552
| +14% | +$59.9K | 0.15% | 181 |
|
|
2017
Q3 | $398K | Sell |
10,868
-2,292
| -17% | -$84K | 0.13% | 199 |
|
|
2017
Q2 | $461K | Buy |
13,160
+3,172
| +32% | +$108K | 0.16% | 173 |
|
|
2017
Q1 | $321K | Sell |
9,988
-4,968
| -33% | -$156K | 0.12% | 195 |
|
|
2016
Q4 | $447K | Buy |
14,956
+232
| +2% | +$6.93K | 0.15% | 151 |
|
|
2016
Q3 | $450K | Sell |
14,724
-196
| -1% | -$6.17K | 0.21% | 144 |
|
|
2016
Q2 | $486K | Buy |
14,920
+2,860
| +24% | +$85.9K | 0.25% | 117 |
|
|
2016
Q1 | $357K | Sell |
12,060
-248
| -2% | -$6.96K | 0.22% | 135 |
|
|
2015
Q4 | $320K | Buy |
12,308
+64
| +0.5% | +$1.62K | 0.21% | 142 |
|
|
2015
Q3 | $299K | Buy |
+12,244
| New | +$311K | 0.21% | 134 |
|
|
2015
Q1 | – | Sell |
-8,884
| Closed | -$236K | – | 193 |
|
|
2014
Q4 | $236K | Buy |
8,884
+1,592
| +22% | +$40.2K | 0.15% | 152 |
|
|
2014
Q3 | $124K | Buy |
+7,292
| New | +$176K | 0.07% | 243 |
|
Other funds holding NEE
VCM
VPM
M Holdings Securities's NEE Position: Q1 2026 in Review
M Holdings Securities increased its NextEra Energy (NEE) stake by 21% in Q1 2026, buying an estimated $1.05M and bringing the position to 68,928 shares worth $6.52M. The position accounts for 0.44% of the portfolio, ranked #46.
M Holdings Securities first reported a position in NEE in Q3 2014 and has held it in 32 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- M Holdings Securities held 68,928 shares of NextEra Energy worth $6.52M as of Q1 2026.
- M Holdings Securities bought 11,803 NextEra Energy shares in Q1 2026, an estimated $1.05M.
- NextEra Energy made up 0.44% of M Holdings Securities's portfolio in Q1 2026, its #46 holding.
- M Holdings Securities first reported a position in NextEra Energy in Q3 2014 and has held it in 32 quarters since.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.