Novare 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
Q1 | $9.89M | Sell |
106,504
-5,249
| -5% | -$467K | 0.78% | 49 |
|
|
2025
Q4 | $8.97M | Sell |
111,753
-247
| -0.2% | -$20.5K | 0.67% | 53 |
|
|
2025
Q3 | $8.45M | Sell |
112,000
-5,321
| -5% | -$389K | 0.64% | 56 |
|
|
2025
Q2 | $8.14M | Sell |
117,321
-432
| -0.4% | -$30K | 0.66% | 58 |
|
|
2025
Q1 | $8.35M | Buy |
117,753
+5,110
| +5% | +$361K | 0.73% | 53 |
|
|
2024
Q4 | $8.08M | Buy |
112,643
+356
| +0.3% | +$27.7K | 0.68% | 52 |
|
|
2024
Q3 | $9.49M | Buy |
112,287
+636
| +0.6% | +$49.6K | 0.8% | 54 |
|
|
2024
Q2 | $7.91M | Sell |
111,651
-4,685
| -4% | -$332K | 0.71% | 56 |
|
|
2024
Q1 | $7.44M | Buy |
116,336
+8,569
| +8% | +$502K | 0.67% | 60 |
|
|
2023
Q4 | $6.55M | Buy |
107,767
+1,234
| +1% | +$70.3K | 0.67% | 61 |
|
|
2023
Q3 | $6.1M | Buy |
106,533
+4,602
| +5% | +$319K | 0.69% | 60 |
|
|
2023
Q2 | $7.56M | Buy |
101,931
+729
| +0.7% | +$55.2K | 0.81% | 55 |
|
|
2023
Q1 | $7.8M | Buy |
101,202
+2,678
| +3% | +$206K | 0.89% | 49 |
|
|
2022
Q4 | $8.24M | Sell |
98,524
-1,097
| -1% | -$88.6K | 0.97% | 44 |
|
|
2022
Q3 | $7.81M | Sell |
99,621
-106
| -0.1% | -$8.99K | 1% | 42 |
|
|
2022
Q2 | $7.72M | Sell |
99,727
-41,347
| -29% | -$3.15M | 0.95% | 41 |
|
|
2022
Q1 | $11.9M | Sell |
141,074
-5,678
| -4% | -$455K | 1.27% | 23 |
|
|
2021
Q4 | $13.7M | Buy |
146,752
+1,133
| +0.8% | +$97.9K | 1.39% | 20 |
|
|
2021
Q3 | $11.4M | Sell |
145,619
-668
| -0.5% | -$53.9K | 1.27% | 23 |
|
|
2021
Q2 | $10.7M | Buy |
146,287
+10,883
| +8% | +$817K | 1.2% | 27 |
|
|
2021
Q1 | $10.2M | Buy |
135,404
+48,227
| +55% | +$3.76M | 1.23% | 26 |
|
|
2020
Q4 | $6.73M | Sell |
87,177
-3,527
| -4% | -$264K | 0.88% | 54 |
|
|
2020
Q3 | $6.29M | Sell |
90,704
-380
| -0.4% | -$26.2K | 0.89% | 47 |
|
|
2020
Q2 | $5.47M | Sell |
91,084
-2,428
| -3% | -$145K | 0.82% | 52 |
|
|
2020
Q1 | $5.63M | Sell |
93,512
-1,340
| -1% | -$84.2K | 0.99% | 37 |
|
|
2019
Q4 | $5.74M | Buy |
94,852
+352
| +0.4% | +$20.6K | 0.8% | 58 |
|
|
2019
Q3 | $5.5M | Buy |
94,500
+2,680
| +3% | +$145K | 0.82% | 53 |
|
|
2019
Q2 | $4.7M | Buy |
+91,820
| New | +$4.52M | 0.72% | 62 |
|
|
2018
Q2 | – | Sell |
-6,060
| Closed | -$248K | – | 152 |
|
|
2018
Q1 | $248K | Sell |
6,060
-109,676
| -95% | -$4.23M | 0.04% | 141 |
|
|
2017
Q4 | $4.52M | Sell |
115,736
-100
| -0.1% | -$3.86K | 0.77% | 61 |
|
|
2017
Q3 | $4.24M | Buy |
115,836
+3,380
| +3% | +$124K | 0.75% | 59 |
|
|
2017
Q2 | $3.94M | Sell |
112,456
-6,544
| -5% | -$224K | 0.89% | 56 |
|
|
2017
Q1 | $3.82M | Sell |
119,000
-4,580
| -4% | -$144K | 0.89% | 54 |
|
|
2016
Q4 | $3.69M | Buy |
123,580
+5,560
| +5% | +$166K | 0.91% | 57 |
|
|
2016
Q3 | $3.61M | Buy |
+118,020
| New | +$3.72M | 0.94% | 52 |
|
Other funds holding NEE
VCM
VPM
Novare Capital Management's NEE Position: Q1 2026 in Review
Novare Capital Management reduced its NextEra Energy (NEE) stake by 4.7% in Q1 2026, selling an estimated $467K and leaving 106,504 shares worth $9.89M. The position accounts for 0.78% of the portfolio, ranked #49.
Novare Capital Management first reported a position in NEE in Q3 2016 and has held it in 35 quarters since. The position peaked at $13.7M in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Novare Capital Management held 106,504 shares of NextEra Energy worth $9.89M as of Q1 2026.
- Novare Capital Management sold 5,249 NextEra Energy shares in Q1 2026, an estimated $467K.
- NextEra Energy made up 0.78% of Novare Capital Management's portfolio in Q1 2026, its #49 holding.
- Novare Capital Management first reported a position in NextEra Energy in Q3 2016 and has held it in 35 quarters since.
- Novare Capital Management's NextEra Energy position peaked at $13.7M in Q4 2021.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.