McCollum Christoferson Group’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
Q2 | $7.36M | Sell |
128,248
-2,984
| -2% | -$270K | 2.16% | 17 |
|
|
2026
Q1 | $8.06M | Buy |
131,232
+15,172
| +13% | +$1.35M | 2.42% | 17 |
|
|
2025
Q4 | $9.32M | Sell |
116,060
-1,607
| -1% | -$133K | 2.7% | 13 |
|
|
2025
Q3 | $8.88M | Sell |
117,667
-884
| -0.7% | -$64.6K | 2.55% | 16 |
|
|
2025
Q2 | $8.23M | Sell |
118,551
-349
| -0.3% | -$24.2K | 2.45% | 17 |
|
|
2025
Q1 | $8.43M | Buy |
118,900
+455
| +0.4% | +$32.1K | 2.57% | 17 |
|
|
2024
Q4 | $8.49M | Sell |
118,445
-355
| -0.3% | -$27.6K | 2.51% | 17 |
|
|
2024
Q3 | $10M | Sell |
118,800
-80
| -0.1% | -$6.24K | 2.91% | 12 |
|
|
2024
Q2 | $8.42M | Sell |
118,880
-3,800
| -3% | -$270K | 2.5% | 16 |
|
|
2024
Q1 | $7.84M | Buy |
122,680
+1,393
| +1% | +$81.6K | 2.27% | 21 |
|
|
2023
Q4 | $7.37M | Sell |
121,287
-2,535
| -2% | -$144K | 2.23% | 24 |
|
|
2023
Q3 | $7.09M | Sell |
123,822
-3,623
| -3% | -$251K | 2.18% | 23 |
|
|
2023
Q2 | $9.46M | Sell |
127,445
-760
| -0.6% | -$57.5K | 2.69% | 13 |
|
|
2023
Q1 | $9.88M | Sell |
128,205
-3,505
| -3% | -$270K | 3.05% | 10 |
|
|
2022
Q4 | $11M | Sell |
131,710
-1,423
| -1% | -$115K | 3.48% | 7 |
|
|
2022
Q3 | $10.4M | Sell |
133,133
-1,025
| -0.8% | -$87K | 3.49% | 7 |
|
|
2022
Q2 | $10.4M | Sell |
134,158
-310
| -0.2% | -$23.6K | 3.17% | 7 |
|
|
2022
Q1 | $11.4M | Sell |
134,468
-275
| -0.2% | -$22K | 2.81% | 7 |
|
|
2021
Q4 | $12.6M | Buy |
134,743
+671
| +0.5% | +$58K | 2.83% | 7 |
|
|
2021
Q3 | $10.5M | Buy |
134,072
+1,015
| +0.8% | +$81.9K | 2.51% | 9 |
|
|
2021
Q2 | $9.75M | Buy |
133,057
+227
| +0.2% | +$17K | 2.32% | 16 |
|
|
2021
Q1 | $10M | Buy |
132,830
+429
| +0.3% | +$33.5K | 2.55% | 10 |
|
|
2020
Q4 | $10.2M | Buy |
132,401
+761
| +0.6% | +$56.9K | 2.61% | 12 |
|
|
2020
Q3 | $9.13M | Buy |
131,640
+144
| +0.1% | +$9.94K | 2.62% | 11 |
|
|
2020
Q2 | $7.89M | Sell |
131,496
-1,960
| -1% | -$117K | 2.56% | 14 |
|
|
2020
Q1 | $8.03M | Sell |
133,456
-4,284
| -3% | -$269K | 3.21% | 5 |
|
|
2019
Q4 | $8.34M | Sell |
137,740
-2,112
| -2% | -$123K | 2.8% | 9 |
|
|
2019
Q3 | $8.14M | Sell |
139,852
-1,748
| -1% | -$94.6K | 2.91% | 9 |
|
|
2019
Q2 | $7.25M | Sell |
141,600
-36
| -0% | -$1.77K | 2.56% | 16 |
|
|
2019
Q1 | $6.84M | Sell |
141,636
-396
| -0.3% | -$18.1K | 2.52% | 15 |
|
|
2018
Q4 | $6.17M | Buy |
142,032
+792
| +0.6% | +$34.6K | 2.61% | 13 |
|
|
2018
Q3 | $5.92M | Buy |
141,240
+172
| +0.1% | +$7.32K | 2.17% | 17 |
|
|
2018
Q2 | $5.89M | Buy |
141,068
+92
| +0.1% | +$3.71K | 2.4% | 15 |
|
|
2018
Q1 | $5.76M | Buy |
140,976
+540
| +0.4% | +$20.8K | 2.4% | 14 |
|
|
2017
Q4 | $5.48M | Buy |
+140,436
| New | +$5.42M | 2.27% | 17 |
|
Other funds holding NEE
COPPSERS
DC
BTCPP
BCWM
McCollum Christoferson Group's NEE Position: Q2 2026 in Review
McCollum Christoferson Group reduced its NextEra Energy (NEE) stake by 2.3% in Q2 2026, selling an estimated $270K and leaving 128,248 shares worth $7.36M. The position accounts for 2.16% of the portfolio, ranked #17.
McCollum Christoferson Group first reported a position in NEE in Q4 2017 and has held it in 35 quarters since. The position peaked at $12.6M in Q4 2021. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- McCollum Christoferson Group held 128,248 shares of NextEra Energy worth $7.36M as of Q2 2026.
- McCollum Christoferson Group sold 2,984 NextEra Energy shares in Q2 2026, an estimated $270K.
- NextEra Energy made up 2.16% of McCollum Christoferson Group's portfolio in Q2 2026, its #17 holding.
- McCollum Christoferson Group first reported a position in NextEra Energy in Q4 2017 and has held it in 35 quarters since.
- McCollum Christoferson Group's NextEra Energy position peaked at $12.6M in Q4 2021.
- 1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.