Northwest & Ethical Investments’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 | $41.8M | Buy |
476,249
+180,821
| +61% | +$16.4M | 0.97% | 18 |
|
|
2026
Q1 | $27.4M | Buy |
295,428
+19,761
| +7% | +$1.76M | 0.63% | 43 |
|
|
2025
Q4 | $22.1M | Buy |
275,667
+177,706
| +181% | +$14.7M | 0.5% | 58 |
|
|
2025
Q3 | $7.4M | Buy |
97,961
+31,069
| +46% | +$2.27M | 0.17% | 144 |
|
|
2025
Q2 | $4.64M | Buy |
66,892
+2,913
| +5% | +$202K | 0.12% | 188 |
|
|
2025
Q1 | $4.54M | Sell |
63,979
-49,304
| -44% | -$3.48M | 0.12% | 184 |
|
|
2024
Q4 | $8.12M | Sell |
113,283
-158,225
| -58% | -$12.3M | 0.22% | 145 |
|
|
2024
Q3 | $23M | Sell |
271,508
-69,733
| -20% | -$5.44M | 0.61% | 50 |
|
|
2024
Q2 | $24.2M | Sell |
341,241
-30,686
| -8% | -$2.18M | 0.69% | 37 |
|
|
2024
Q1 | $23.8M | Buy |
371,927
+66,206
| +22% | +$3.88M | 0.68% | 40 |
|
|
2023
Q4 | $18.6M | Buy |
305,721
+35,392
| +13% | +$2.02M | 0.57% | 54 |
|
|
2023
Q3 | $15.5M | Buy |
270,329
+63,145
| +30% | +$4.37M | 0.52% | 63 |
|
|
2023
Q2 | $15.4M | Buy |
207,184
+37,922
| +22% | +$2.87M | 0.49% | 62 |
|
|
2023
Q1 | $13M | Sell |
169,262
-20,929
| -11% | -$1.61M | 0.43% | 75 |
|
|
2022
Q4 | $15.9M | Buy |
190,191
+39,719
| +26% | +$3.21M | 0.55% | 54 |
|
|
2022
Q3 | $11.8M | Buy |
150,472
+51,589
| +52% | +$4.38M | 0.47% | 65 |
|
|
2022
Q2 | $7.66M | Buy |
98,883
+5,283
| +6% | +$402K | 0.29% | 106 |
|
|
2022
Q1 | $7.93M | Buy |
93,600
+75,000
| +403% | +$6.01M | 0.25% | 115 |
|
|
2021
Q4 | $1.74M | Sell |
18,600
-5,150
| -22% | -$445K | 0.05% | 252 |
|
|
2021
Q3 | $1.86M | Buy |
23,750
+1,110
| +5% | +$89.5K | 0.06% | 232 |
|
|
2021
Q2 | $1.66M | Buy |
22,640
+2,170
| +11% | +$163K | 0.05% | 256 |
|
|
2021
Q1 | $1.55M | Buy |
20,470
+5,820
| +40% | +$454K | 0.05% | 295 |
|
|
2020
Q4 | $1.13M | Buy |
14,650
+930
| +7% | +$69.6K | 0.04% | 314 |
|
|
2020
Q3 | $952K | Buy |
13,720
+2,800
| +26% | +$193K | 0.04% | 315 |
|
|
2020
Q2 | $656K | Buy |
10,920
+2,120
| +24% | +$127K | 0.03% | 332 |
|
|
2020
Q1 | $529K | Buy |
+8,800
| New | +$553K | 0.03% | 329 |
|
|
2018
Q4 | – | Sell |
-63,424
| Closed | -$2.66M | – | 397 |
|
|
2018
Q3 | $2.66M | Hold |
63,424
| – | – | 0.17% | 181 |
|
|
2018
Q2 | $2.65M | Buy |
63,424
+34,372
| +118% | +$1.39M | 0.18% | 175 |
|
|
2018
Q1 | $1.19M | Buy |
+29,052
| New | +$1.12M | 0.08% | 259 |
|
Other funds holding NEE
Northwest & Ethical Investments's NEE Position: Q2 2026 in Review
Northwest & Ethical Investments increased its NextEra Energy (NEE) stake by 61% in Q2 2026, buying an estimated $16.4M and bringing the position to 476,249 shares worth $41.8M. The position accounts for 0.97% of the portfolio, ranked #18.
Northwest & Ethical Investments first reported a position in NEE in Q1 2018 and has held it in 29 quarters since. 3,022 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Northwest & Ethical Investments held 476,249 shares of NextEra Energy worth $41.8M as of Q2 2026.
- Northwest & Ethical Investments bought 180,821 NextEra Energy shares in Q2 2026, an estimated $16.4M.
- NextEra Energy made up 0.97% of Northwest & Ethical Investments's portfolio in Q2 2026, its #18 holding.
- Northwest & Ethical Investments first reported a position in NextEra Energy in Q1 2018 and has held it in 29 quarters since.
- 3,022 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.