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North Star Investment Management’s NextEra Energy NEE Stock Holding History

North Star Investment Management’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.57M Buy
27,672
+120
+0.4% +$10.7K 0.16% 146
2025
Q4 		$2.21M Buy
27,552
+91
+0.3% +$7.54K 0.14% 149
2025
Q3 		$2.07M Buy
27,461
+1,903
+7% +$139K 0.13% 157
2025
Q2 		$1.77M Sell
25,558
-125
-0.5% -$8.68K 0.12% 164
2025
Q1 		$1.82M Buy
25,683
+221
+0.9% +$15.6K 0.13% 166
2024
Q4 		$1.83M Sell
25,462
-38
-0.1% -$2.95K 0.13% 155
2024
Q3 		$2.16M Buy
25,500
+56
+0.2% +$4.37K 0.15% 142
2024
Q2 		$1.8M Sell
25,444
-29
-0.1% -$2.06K 0.13% 163
2024
Q1 		$1.63M Buy
25,473
+58
+0.2% +$3.4K 0.12% 179
2023
Q4 		$1.54M Buy
25,415
+238
+0.9% +$13.6K 0.12% 179
2023
Q3 		$1.44M Sell
25,177
-84
-0.3% -$5.82K 0.12% 179
2023
Q2 		$1.87M Buy
25,261
+14
+0.1% +$1.06K 0.15% 155
2023
Q1 		$1.95M Sell
25,247
-3,784
-13% -$291K 0.16% 149
2022
Q4 		$2.43M Sell
29,031
-41
-0.1% -$3.31K 0.22% 116
2022
Q3 		$2.28M Sell
29,072
-89
-0.3% -$7.55K 0.22% 112
2022
Q2 		$2.26M Buy
29,161
+13
+0% +$990 0.21% 121
2022
Q1 		$2.47M Sell
29,148
-22
-0.1% -$1.76K 0.19% 122
2021
Q4 		$2.72M Buy
29,170
+39
+0.1% +$3.37K 0.19% 117
2021
Q3 		$2.29M Buy
29,131
+78
+0.3% +$6.29K 0.19% 129
2021
Q2 		$2.13M Buy
29,053
+7
+0% +$525 0.17% 136
2021
Q1 		$2.2M Sell
29,046
-143
-0.5% -$11.2K 0.21% 121
2020
Q4 		$2.25M Buy
29,189
+9
+0% +$673 0.23% 108
2020
Q3 		$2.02M Sell
29,180
-196
-0.7% -$13.5K 0.24% 99
2020
Q2 		$1.76M Sell
29,376
-8,392
-22% -$502K 0.23% 107
2020
Q1 		$2.27M Buy
37,768
+12
+0% +$754 0.34% 83
2019
Q4 		$2.29M Buy
37,756
+8
+0% +$467 0.24% 110
2019
Q3 		$2.2M Buy
37,748
+8,008
+27% +$433K 0.24% 112
2019
Q2 		$1.52M Buy
29,740
+8
+0% +$394 0.18% 148
2019
Q1 		$1.44M Buy
29,732
+8
+0% +$366 0.17% 156
2018
Q4 		$1.29M Sell
29,724
-788
-3% -$34.5K 0.17% 161
2018
Q3 		$1.28M Buy
30,512
+1,000
+3% +$42.6K 0.14% 184
2018
Q2 		$1.23M Buy
29,512
+4
+0% +$162 0.14% 185
2018
Q1 		$1.21M Buy
29,508
+4
+0% +$154 0.14% 185
2017
Q4 		$1.15M Sell
29,504
-1,560
-5% -$60.2K 0.14% 184
2017
Q3 		$1.14M Buy
31,064
+4
+0% +$147 0.14% 172
2017
Q2 		$1.09M Sell
31,060
-396
-1% -$13.5K 0.15% 166
2017
Q1 		$1.01M Buy
31,456
+2,692
+9% +$84.6K 0.14% 172
2016
Q4 		$859K Buy
28,764
+3,360
+13% +$100K 0.13% 176
2016
Q3 		$777K Sell
25,404
-1,216
-5% -$38.3K 0.14% 171
2016
Q2 		$868K Buy
26,620
+4
+0% +$120 0.16% 158
2016
Q1 		$787K Buy
26,616
+4
+0% +$112 0.15% 168
2015
Q4 		$691K Hold
26,612
– – 0.13% 170
2015
Q3 		$649K Sell
26,612
-228
-0.8% -$5.8K 0.13% 184
2015
Q2 		$658K Buy
26,840
+636
+2% +$16.2K 0.12% 190
2015
Q1 		$682K Sell
26,204
-104
-0.4% -$2.74K 0.13% 186
2014
Q4 		$699K Buy
26,308
+4
+0% +$101 0.13% 180
2014
Q3 		$617K Buy
26,304
+4
+0% +$97 0.12% 185
2014
Q2 		$674K Buy
26,300
+1,204
+5% +$29.3K 0.14% 173
2014
Q1 		$600K Buy
25,096
+2,304
+10% +$52.2K 0.13% 182
2013
Q4 		$488K Buy
22,792
+4
+0% +$84 0.11% 209
2013
Q3 		$457K Buy
22,788
+4
+0% +$83 0.12% 192
2013
Q2 		$464K Buy
+22,784
New +$452K 0.12% 175

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

North Star Investment Management's NEE Position: Q1 2026 in Review

North Star Investment Management increased its NextEra Energy (NEE) stake by 0.44% in Q1 2026, buying an estimated $10.7K and bringing the position to 27,672 shares worth $2.57M. The position accounts for 0.16% of the portfolio, ranked #146.

North Star Investment Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.72M in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • North Star Investment Management held 27,672 shares of NextEra Energy worth $2.57M as of Q1 2026.
  • North Star Investment Management bought 120 NextEra Energy shares in Q1 2026, an estimated $10.7K.
  • NextEra Energy made up 0.16% of North Star Investment Management's portfolio in Q1 2026, its #146 holding.
  • North Star Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
  • North Star Investment Management's NextEra Energy position peaked at $2.72M in Q4 2021.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.