NAMP
NEE icon

NorthStar Asset Management (Pennsylvania)’s NextEra Energy NEE Stock Holding History

NorthStar Asset Management (Pennsylvania)’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 		$1.21M Sell
13,076
-65
-0.5% -$5.78K 0.27% 60
2025
Q4 		$1.05M Sell
13,141
-275
-2% -$22.8K 0.22% 61
2025
Q3 		$1.01M Sell
13,416
-645
-5% -$47.1K 0.22% 61
2025
Q2 		$976K Sell
14,061
-1,360
-9% -$94.5K 0.22% 61
2025
Q1 		$1.09M Sell
15,421
-300
-2% -$21.2K 0.26% 59
2024
Q4 		$1.13M Hold
15,721
– – 0.26% 59
2024
Q3 		$1.33M Sell
15,721
-2,445
-13% -$191K 0.3% 60
2024
Q2 		$1.29M Sell
18,166
-1,165
-6% -$82.7K 0.31% 59
2024
Q1 		$1.24M Sell
19,331
-1,083
-5% -$63.4K 0.3% 63
2023
Q4 		$1.24M Sell
20,414
-1,400
-6% -$79.8K 0.33% 63
2023
Q3 		$1.25M Buy
21,814
+505
+2% +$35K 0.36% 60
2023
Q2 		$1.58M Sell
21,309
-200
-0.9% -$15.1K 0.43% 56
2023
Q1 		$1.66M Sell
21,509
-1,900
-8% -$146K 0.49% 51
2022
Q4 		$1.96M Sell
23,409
-275
-1% -$22.2K 0.62% 44
2022
Q3 		$1.86M Sell
23,684
-50
-0.2% -$4.24K 0.62% 42
2022
Q2 		$1.84M Buy
23,734
+195
+0.8% +$14.8K 0.57% 45
2022
Q1 		$1.99M Sell
23,539
-1,821
-7% -$146K 0.51% 48
2021
Q4 		$2.37M Sell
25,360
-50
-0.2% -$4.32K 0.56% 45
2021
Q3 		$2M Sell
25,410
-600
-2% -$48.4K 0.52% 46
2021
Q2 		$1.91M Buy
26,010
+1,240
+5% +$93.1K 0.5% 50
2021
Q1 		$1.87M Buy
24,770
+3,680
+17% +$287K 0.53% 50
2020
Q4 		$1.63M Buy
21,090
+4,534
+27% +$339K 0.46% 54
2020
Q3 		$1.15M Buy
16,556
+1,076
+7% +$74.3K 0.37% 61
2020
Q2 		$930K Buy
15,480
+100
+0.7% +$5.99K 0.33% 60
2020
Q1 		$925K Buy
15,380
+520
+3% +$32.7K 0.42% 55
2019
Q4 		$900K Sell
14,860
-400
-3% -$23.4K 0.34% 63
2019
Q3 		$889K Hold
15,260
– – 0.35% 64
2019
Q2 		$781K Buy
15,260
+400
+3% +$19.7K 0.31% 65
2019
Q1 		$719K Buy
14,860
+400
+3% +$18.3K 0.29% 70
2018
Q4 		$628K Sell
14,460
-240
-2% -$10.5K 0.29% 69
2018
Q3 		$616K Sell
14,700
-380
-3% -$16.2K 0.24% 75
2018
Q2 		$630K Hold
15,080
– – 0.26% 73
2018
Q1 		$615K Hold
15,080
– – 0.26% 74
2017
Q4 		$589K Hold
15,080
– – 0.24% 78
2017
Q3 		$552K Hold
15,080
– – 0.24% 80
2017
Q2 		$528K Buy
15,080
+200
+1% +$6.84K 0.24% 81
2017
Q1 		$478K Hold
14,880
– – 0.21% 81
2016
Q4 		$444K Buy
+14,880
New +$445K 0.2% 86

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

NorthStar Asset Management (Pennsylvania)'s NEE Position: Q1 2026 in Review

NorthStar Asset Management (Pennsylvania) reduced its NextEra Energy (NEE) stake by 0.49% in Q1 2026, selling an estimated $5.78K and leaving 13,076 shares worth $1.21M. The position accounts for 0.27% of the portfolio, ranked #60.

NorthStar Asset Management (Pennsylvania) first reported a position in NEE in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.37M in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • NorthStar Asset Management (Pennsylvania) held 13,076 shares of NextEra Energy worth $1.21M as of Q1 2026.
  • NorthStar Asset Management (Pennsylvania) sold 65 NextEra Energy shares in Q1 2026, an estimated $5.78K.
  • NextEra Energy made up 0.27% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q1 2026, its #60 holding.
  • NorthStar Asset Management (Pennsylvania) first reported a position in NextEra Energy in Q4 2016 and has held it in 38 quarters since.
  • NorthStar Asset Management (Pennsylvania)'s NextEra Energy position peaked at $2.37M in Q4 2021.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q1 2026, filed 23 Apr 2026.