Middleton & Co’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 | $16.1M | Sell |
173,316
-3,665
| -2% | -$326K | 1.84% | 14 |
|
|
2025
Q4 | $14.2M | Sell |
176,981
-3,314
| -2% | -$274K | 1.51% | 19 |
|
|
2025
Q3 | $13.6M | Sell |
180,295
-5,363
| -3% | -$392K | 1.47% | 18 |
|
|
2025
Q2 | $12.9M | Sell |
185,658
-8,681
| -4% | -$603K | 1.45% | 20 |
|
|
2025
Q1 | $13.8M | Sell |
194,339
-9,820
| -5% | -$693K | 1.61% | 19 |
|
|
2024
Q4 | $14.6M | Sell |
204,159
-429
| -0.2% | -$33.3K | 1.62% | 17 |
|
|
2024
Q3 | $17.3M | Sell |
204,588
-377
| -0.2% | -$29.4K | 1.91% | 14 |
|
|
2024
Q2 | $14.5M | Sell |
204,965
-1,404
| -0.7% | -$99.6K | 1.69% | 21 |
|
|
2024
Q1 | $13.2M | Buy |
206,369
+9,571
| +5% | +$561K | 1.52% | 22 |
|
|
2023
Q4 | $12M | Buy |
196,798
+44,825
| +29% | +$2.55M | 1.49% | 24 |
|
|
2023
Q3 | $8.71M | Buy |
151,973
+8,043
| +6% | +$557K | 1.2% | 32 |
|
|
2023
Q2 | $10.7M | Buy |
143,930
+2,823
| +2% | +$214K | 1.42% | 23 |
|
|
2023
Q1 | $10.9M | Sell |
141,107
-401
| -0.3% | -$30.8K | 1.56% | 20 |
|
|
2022
Q4 | $11.8M | Sell |
141,508
-5,051
| -3% | -$408K | 1.75% | 16 |
|
|
2022
Q3 | $11.5M | Sell |
146,559
-29,919
| -17% | -$2.54M | 1.75% | 15 |
|
|
2022
Q2 | $13.7M | Sell |
176,478
-2,510
| -1% | -$191K | 1.75% | 15 |
|
|
2022
Q1 | $15.2M | Buy |
178,988
+3,441
| +2% | +$276K | 1.62% | 16 |
|
|
2021
Q4 | $16.4M | Buy |
175,547
+875
| +0.5% | +$75.6K | 1.6% | 20 |
|
|
2021
Q3 | $13.7M | Buy |
174,672
+6,313
| +4% | +$509K | 1.47% | 23 |
|
|
2021
Q2 | $12.3M | Sell |
168,359
-744
| -0.4% | -$55.8K | 1.34% | 28 |
|
|
2021
Q1 | $12.8M | Buy |
169,103
+3,732
| +2% | +$291K | 1.44% | 25 |
|
|
2020
Q4 | $12.8M | Sell |
165,371
-494,965
| -75% | -$37M | 1.51% | 23 |
|
|
2020
Q3 | $11.5M | Buy |
660,336
+495,088
| +300% | +$34.2M | 1.52% | 23 |
|
|
2020
Q2 | $9.92M | Buy |
165,248
+800
| +0.5% | +$47.9K | 1.43% | 25 |
|
|
2020
Q1 | $9.89M | Sell |
164,448
-6,692
| -4% | -$421K | 1.73% | 17 |
|
|
2019
Q4 | $10.4M | Buy |
171,140
+2,096
| +1% | +$122K | 1.47% | 25 |
|
|
2019
Q3 | $9.85M | Sell |
169,044
-1,920
| -1% | -$104K | 1.52% | 23 |
|
|
2019
Q2 | $8.76M | Sell |
170,964
-3,020
| -2% | -$149K | 1.36% | 29 |
|
|
2019
Q1 | $8.41M | Buy |
173,984
+15,156
| +10% | +$693K | 1.35% | 28 |
|
|
2018
Q4 | $6.9M | Buy |
158,828
+32,536
| +26% | +$1.42M | 1.27% | 31 |
|
|
2018
Q3 | $5.29M | Buy |
126,292
+13,316
| +12% | +$567K | 0.83% | 45 |
|
|
2018
Q2 | $4.72M | Buy |
112,976
+87,236
| +339% | +$3.52M | 0.81% | 46 |
|
|
2018
Q1 | $1.05M | Buy |
25,740
+400
| +2% | +$15.4K | 0.19% | 95 |
|
|
2017
Q4 | $989K | Buy |
25,340
+900
| +4% | +$34.7K | 0.17% | 105 |
|
|
2017
Q3 | $895K | Buy |
24,440
+1,684
| +7% | +$61.7K | 0.16% | 108 |
|
|
2017
Q2 | $797K | Hold |
22,756
| – | – | 0.17% | 90 |
|
|
2017
Q1 | $730K | Buy |
22,756
+220
| +1% | +$6.92K | 0.16% | 92 |
|
|
2016
Q4 | $673K | Hold |
22,536
| – | – | 0.15% | 103 |
|
|
2016
Q3 | $689K | Buy |
22,536
+2,740
| +14% | +$86.3K | 0.15% | 102 |
|
|
2016
Q2 | $645K | Hold |
19,796
| – | – | 0.15% | 106 |
|
|
2016
Q1 | $586K | Sell |
19,796
-380
| -2% | -$10.7K | 0.14% | 109 |
|
|
2015
Q4 | $524K | Hold |
20,176
| – | – | 0.12% | 111 |
|
|
2015
Q3 | $492K | Buy |
20,176
+380
| +2% | +$9.66K | 0.12% | 115 |
|
|
2015
Q2 | $485K | Hold |
19,796
| – | – | 0.11% | 121 |
|
|
2015
Q1 | $515K | Hold |
19,796
| – | – | 0.11% | 120 |
|
|
2014
Q4 | $526K | Hold |
19,796
| – | – | 0.12% | 116 |
|
|
2014
Q3 | $465K | Buy |
19,796
+980
| +5% | +$23.7K | 0.11% | 122 |
|
|
2014
Q2 | $482K | Hold |
18,816
| – | – | 0.11% | 120 |
|
|
2014
Q1 | $450K | Hold |
18,816
| – | – | 0.1% | 117 |
|
|
2013
Q4 | $403K | Hold |
18,816
| – | – | 0.11% | 105 |
|
|
2013
Q3 | $377K | Hold |
18,816
| – | – | 0.1% | 118 |
|
|
2013
Q2 | $383K | Buy |
+18,816
| New | +$373K | 0.11% | 111 |
|
Other funds holding NEE
VCM
VPM
Middleton & Co's NEE Position: Q1 2026 in Review
Middleton & Co reduced its NextEra Energy (NEE) stake by 2.1% in Q1 2026, selling an estimated $326K and leaving 173,316 shares worth $16.1M. The position accounts for 1.84% of the portfolio, ranked #14.
Middleton & Co first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.3M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Middleton & Co held 173,316 shares of NextEra Energy worth $16.1M as of Q1 2026.
- Middleton & Co sold 3,665 NextEra Energy shares in Q1 2026, an estimated $326K.
- NextEra Energy made up 1.84% of Middleton & Co's portfolio in Q1 2026, its #14 holding.
- Middleton & Co first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- Middleton & Co's NextEra Energy position peaked at $17.3M in Q3 2024.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.