Narwhal Capital Management’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 | $13.6M | Sell |
155,183
-17,356
| -10% | -$1.57M | 0.94% | 27 |
|
|
2026
Q1 | $16M | Sell |
172,539
-5,807
| -3% | -$516K | 1.18% | 24 |
|
|
2025
Q4 | $14.3M | Buy |
178,346
+2,233
| +1% | +$185K | 1.04% | 25 |
|
|
2025
Q3 | $13.3M | Sell |
176,113
-3,780
| -2% | -$276K | 0.98% | 25 |
|
|
2025
Q2 | $12.5M | Buy |
179,893
+28,057
| +18% | +$1.95M | 1% | 24 |
|
|
2025
Q1 | $10.8M | Sell |
151,836
-16,453
| -10% | -$1.16M | 0.96% | 29 |
|
|
2024
Q4 | $12.1M | Buy |
168,289
+9,936
| +6% | +$772K | 1.07% | 25 |
|
|
2024
Q3 | $13.4M | Buy |
158,353
+16,706
| +12% | +$1.3M | 1.2% | 22 |
|
|
2024
Q2 | $10M | Buy |
141,647
+7,602
| +6% | +$539K | 0.95% | 28 |
|
|
2024
Q1 | $8.57M | Sell |
134,045
-20,600
| -13% | -$1.21M | 0.84% | 37 |
|
|
2023
Q4 | $9.39M | Sell |
154,645
-12,724
| -8% | -$725K | 1.03% | 25 |
|
|
2023
Q3 | $9.59M | Buy |
167,369
+7,635
| +5% | +$529K | 1.17% | 23 |
|
|
2023
Q2 | $11.9M | Buy |
159,734
+12,725
| +9% | +$963K | 1.39% | 19 |
|
|
2023
Q1 | $11.3M | Buy |
147,009
+15,476
| +12% | +$1.19M | 1.42% | 21 |
|
|
2022
Q4 | $11M | Buy |
131,533
+7,348
| +6% | +$594K | 1.46% | 22 |
|
|
2022
Q3 | $9.74M | Sell |
124,185
-5,257
| -4% | -$446K | 1.41% | 20 |
|
|
2022
Q2 | $10M | Buy |
129,442
+7,413
| +6% | +$564K | 1.37% | 21 |
|
|
2022
Q1 | $10.3M | Buy |
122,029
+15,410
| +14% | +$1.23M | 1.21% | 26 |
|
|
2021
Q4 | $9.95M | Sell |
106,619
-6,340
| -6% | -$548K | 1.13% | 29 |
|
|
2021
Q3 | $8.87M | Sell |
112,959
-1,842
| -2% | -$149K | 1.12% | 29 |
|
|
2021
Q2 | $8.41M | Buy |
114,801
+3,034
| +3% | +$228K | 1.06% | 31 |
|
|
2021
Q1 | $8.45M | Sell |
111,767
-4,559
| -4% | -$356K | 1.14% | 31 |
|
|
2020
Q4 | $8.97M | Buy |
116,326
+15,114
| +15% | +$1.13M | 1.27% | 26 |
|
|
2020
Q3 | $7.02M | Buy |
101,212
+9,260
| +10% | +$639K | 1.13% | 29 |
|
|
2020
Q2 | $5.52M | Buy |
91,952
+29,188
| +47% | +$1.75M | 0.96% | 35 |
|
|
2020
Q1 | $3.78M | Buy |
62,764
+27,996
| +81% | +$1.76M | 0.81% | 44 |
|
|
2019
Q4 | $2.1M | Buy |
34,768
+552
| +2% | +$32.2K | 0.39% | 64 |
|
|
2019
Q3 | $1.99M | Buy |
34,216
+4,900
| +17% | +$265K | 0.4% | 63 |
|
|
2019
Q2 | $1.5M | Buy |
29,316
+1,824
| +7% | +$89.8K | 0.31% | 79 |
|
|
2019
Q1 | $1.33M | Hold |
27,492
| – | – | 0.29% | 84 |
|
|
2018
Q4 | $1.2M | Buy |
27,492
+2,000
| +8% | +$87.5K | 0.3% | 82 |
|
|
2018
Q3 | $1.07M | Buy |
25,492
+2,000
| +9% | +$85.1K | 0.24% | 95 |
|
|
2018
Q2 | $981K | Hold |
23,492
| – | – | 0.23% | 100 |
|
|
2018
Q1 | $959K | Sell |
23,492
-2,908
| -11% | -$112K | 0.22% | 104 |
|
|
2017
Q4 | $1.03M | Hold |
26,400
| – | – | 0.24% | 102 |
|
|
2017
Q3 | $967K | Hold |
26,400
| – | – | 0.24% | 99 |
|
|
2017
Q2 | $924K | Hold |
26,400
| – | – | 0.24% | 98 |
|
|
2017
Q1 | $847K | Buy |
26,400
+1,600
| +6% | +$50.3K | 0.24% | 97 |
|
|
2016
Q4 | $741K | Sell |
24,800
-4,200
| -14% | -$125K | 0.22% | 94 |
|
|
2016
Q3 | $887K | Sell |
29,000
-8,000
| -22% | -$252K | 0.28% | 91 |
|
|
2016
Q2 | $1.21M | Sell |
37,000
-15,000
| -29% | -$450K | 0.38% | 80 |
|
|
2016
Q1 | $1.54M | Sell |
52,000
-1,000
| -2% | -$28.1K | 0.5% | 67 |
|
|
2015
Q4 | $1.38M | Sell |
53,000
-400
| -0.7% | -$10.1K | 0.48% | 67 |
|
|
2015
Q3 | $1.3M | Hold |
53,400
| – | – | 0.49% | 66 |
|
|
2015
Q2 | $1.31M | Hold |
53,400
| – | – | 0.48% | 69 |
|
|
2015
Q1 | $1.39M | Sell |
53,400
-43,400
| -45% | -$1.14M | 0.51% | 70 |
|
|
2014
Q4 | $2.57M | Sell |
96,800
-11,100
| -10% | -$280K | 1% | 31 |
|
|
2014
Q3 | $2.53M | Hold |
107,900
| – | – | 1.02% | 27 |
|
|
2014
Q2 | $2.76M | Hold |
107,900
| – | – | 1.06% | 25 |
|
|
2014
Q1 | $2.58M | Sell |
107,900
-500
| -0.5% | -$11.3K | 1.07% | 22 |
|
|
2013
Q4 | $2.32M | Sell |
108,400
-1,600
| -1% | -$33.7K | 0.96% | 28 |
|
|
2013
Q3 | $2.2M | Hold |
110,000
| – | – | 1.06% | 21 |
|
|
2013
Q2 | $2.24M | Buy |
+110,000
| New | +$2.18M | 1.08% | 22 |
|
Other funds holding NEE
Narwhal Capital Management's NEE Position: Q2 2026 in Review
Narwhal Capital Management reduced its NextEra Energy (NEE) stake by 10% in Q2 2026, selling an estimated $1.57M and leaving 155,183 shares worth $13.6M. The position accounts for 0.94% of the portfolio, ranked #27.
Narwhal Capital Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $16M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Narwhal Capital Management held 155,183 shares of NextEra Energy worth $13.6M as of Q2 2026.
- Narwhal Capital Management sold 17,356 NextEra Energy shares in Q2 2026, an estimated $1.57M.
- NextEra Energy made up 0.94% of Narwhal Capital Management's portfolio in Q2 2026, its #27 holding.
- Narwhal Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
- Narwhal Capital Management's NextEra Energy position peaked at $16M in Q1 2026.
- 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.