NewEdge Advisors’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 | $41M | Sell |
441,582
-27,611
| -6% | -$2.45M | 0.15% | 146 |
|
|
2025
Q4 | $37.7M | Buy |
469,193
+142,887
| +44% | +$11.8M | 0.14% | 146 |
|
|
2025
Q3 | $24.6M | Sell |
326,306
-8,989
| -3% | -$657K | 0.11% | 177 |
|
|
2025
Q2 | $23.3M | Sell |
335,295
-91,799
| -21% | -$6.38M | 0.12% | 171 |
|
|
2025
Q1 | $30.3M | Buy |
427,094
+91,360
| +27% | +$6.45M | 0.18% | 113 |
|
|
2024
Q4 | $24.1M | Buy |
335,734
+34,474
| +11% | +$2.68M | 0.14% | 152 |
|
|
2024
Q3 | $25.5M | Buy |
301,260
+37,341
| +14% | +$2.91M | 0.17% | 131 |
|
|
2024
Q2 | $18.7M | Buy |
263,919
+17,401
| +7% | +$1.23M | 0.14% | 152 |
|
|
2024
Q1 | $15.8M | Sell |
246,518
-14,536
| -6% | -$852K | 0.14% | 159 |
|
|
2023
Q4 | $15.7M | Sell |
261,054
-13,485
| -5% | -$769K | 0.15% | 147 |
|
|
2023
Q3 | $15.7M | Buy |
274,539
+9,575
| +4% | +$663K | 0.17% | 130 |
|
|
2023
Q2 | $19.7M | Buy |
264,964
+15,657
| +6% | +$1.19M | 0.22% | 106 |
|
|
2023
Q1 | $19.1M | Buy |
249,307
+7,460
| +3% | +$574K | 0.24% | 106 |
|
|
2022
Q4 | $8.24M | Buy |
241,847
+5,576
| +2% | +$450K | 0.22% | 103 |
|
|
2022
Q3 | $18.5M | Sell |
236,271
-34,102
| -13% | -$2.89M | 0.3% | 82 |
|
|
2022
Q2 | $20.9M | Sell |
270,373
-311,776
| -54% | -$23.7M | 0.35% | 75 |
|
|
2022
Q1 | $49.3M | Buy |
582,149
+43,439
| +8% | +$3.48M | 0.79% | 17 |
|
|
2021
Q4 | $50.3M | Buy |
538,710
+87,743
| +19% | +$7.58M | 0.76% | 17 |
|
|
2021
Q3 | $35.4M | Buy |
450,967
+20,780
| +5% | +$1.68M | 0.88% | 15 |
|
|
2021
Q2 | $31.5M | Buy |
430,187
+19,051
| +5% | +$1.43M | 0.84% | 20 |
|
|
2021
Q1 | $31.1M | Sell |
411,136
-9,806
| -2% | -$765K | 0.93% | 18 |
|
|
2020
Q4 | $32.5M | Sell |
420,942
-43,178
| -9% | -$3.23M | 1.06% | 11 |
|
|
2020
Q3 | $32.2M | Sell |
464,120
-4,684
| -1% | -$323K | 1.12% | 10 |
|
|
2020
Q2 | $28.1M | Buy |
468,804
+6,560
| +1% | +$393K | 1.1% | 11 |
|
|
2020
Q1 | $27.8M | Buy |
462,244
+32,156
| +7% | +$2.02M | 1.34% | 8 |
|
|
2019
Q4 | $26M | Buy |
430,088
+15,988
| +4% | +$933K | 1.04% | 14 |
|
|
2019
Q3 | $24.1M | Buy |
414,100
+70,704
| +21% | +$3.83M | 1.07% | 12 |
|
|
2019
Q2 | $17.6M | Buy |
343,396
+4,088
| +1% | +$201K | 1.08% | 11 |
|
|
2019
Q1 | $16.4M | Buy |
339,308
+33,580
| +11% | +$1.54M | 1.06% | 12 |
|
|
2018
Q4 | $13.3K | Buy |
305,728
+1,092
| +0.4% | +$47.8K | 0.86% | 14 |
|
|
2018
Q3 | $12.8M | Buy |
304,636
+26,376
| +9% | +$1.12M | 0.98% | 16 |
|
|
2018
Q2 | $11.8K | Buy |
278,260
+14,592
| +6% | +$589K | 1.07% | 14 |
|
|
2018
Q1 | $10.7M | Buy |
263,668
+26,516
| +11% | +$1.02M | 1.22% | 13 |
|
|
2017
Q4 | $9.07M | Buy |
237,152
+7,528
| +3% | +$291K | 1.23% | 13 |
|
|
2017
Q3 | $8.49M | Buy |
229,624
+16,384
| +8% | +$600K | 1.32% | 10 |
|
|
2017
Q2 | $7.52M | Buy |
213,240
+26,984
| +14% | +$922K | 1.29% | 9 |
|
|
2017
Q1 | $6.07M | Buy |
186,256
+13,176
| +8% | +$414K | 1.38% | 13 |
|
|
2016
Q4 | $5.16M | Buy |
173,080
+19,072
| +12% | +$570K | 1.43% | 13 |
|
|
2016
Q3 | $4.71M | Buy |
154,008
+29,144
| +23% | +$918K | 1.49% | 14 |
|
|
2016
Q2 | $4.07M | Buy |
124,864
+24,164
| +24% | +$725K | 1.68% | 11 |
|
|
2016
Q1 | $2.98M | Buy |
100,700
+6,724
| +7% | +$189K | 2.5% | 12 |
|
|
2015
Q4 | $2.44M | Buy |
93,976
+10,968
| +13% | +$278K | 2.01% | 22 |
|
|
2015
Q3 | $2.02M | Buy |
83,008
+2,812
| +4% | +$71.5K | 2.18% | 18 |
|
|
2015
Q2 | $1.97M | Buy |
80,196
+2,900
| +4% | +$73.7K | 1.67% | 24 |
|
|
2015
Q1 | $2.01M | Buy |
77,296
+2,116
| +3% | +$55.8K | 1.43% | 24 |
|
|
2014
Q4 | $2M | Buy |
+75,180
| New | +$1.9M | 1.55% | 25 |
|
Other funds holding NEE
VCM
VPM
NewEdge Advisors's NEE Position: Q1 2026 in Review
NewEdge Advisors reduced its NextEra Energy (NEE) stake by 5.9% in Q1 2026, selling an estimated $2.45M and leaving 441,582 shares worth $41M. The position accounts for 0.15% of the portfolio, ranked #146.
NewEdge Advisors first reported a position in NEE in Q4 2014 and has held it in 46 quarters since. The position peaked at $50.3M in Q4 2021. 3,032 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- NewEdge Advisors held 441,582 shares of NextEra Energy worth $41M as of Q1 2026.
- NewEdge Advisors sold 27,611 NextEra Energy shares in Q1 2026, an estimated $2.45M.
- NextEra Energy made up 0.15% of NewEdge Advisors's portfolio in Q1 2026, its #146 holding.
- NewEdge Advisors first reported a position in NextEra Energy in Q4 2014 and has held it in 46 quarters since.
- NewEdge Advisors's NextEra Energy position peaked at $50.3M in Q4 2021.
- 3,032 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.