OneDigital Investment 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 | $2.78M | Sell |
29,889
-800
| -3% | -$71.1K | 0.03% | 391 |
|
|
2025
Q4 | $2.46M | Sell |
30,689
-215
| -0.7% | -$17.8K | 0.02% | 419 |
|
|
2025
Q3 | $2.33M | Buy |
30,904
+206
| +0.7% | +$15.1K | 0.02% | 406 |
|
|
2025
Q2 | $2.13M | Sell |
30,698
-933
| -3% | -$64.8K | 0.02% | 418 |
|
|
2025
Q1 | $2.24M | Buy |
31,631
+882
| +3% | +$62.3K | 0.03% | 381 |
|
|
2024
Q4 | $2.2M | Sell |
30,749
-3,464
| -10% | -$269K | 0.03% | 396 |
|
|
2024
Q3 | $2.89M | Sell |
34,213
-1,072
| -3% | -$83.7K | 0.03% | 350 |
|
|
2024
Q2 | $2.5M | Buy |
35,285
+8,861
| +34% | +$629K | 0.03% | 369 |
|
|
2024
Q1 | $1.69M | Buy |
26,424
+1,003
| +4% | +$58.8K | 0.03% | 382 |
|
|
2023
Q4 | $1.54M | Sell |
25,421
-12,886
| -34% | -$734K | 0.03% | 363 |
|
|
2023
Q3 | $2.19M | Buy |
38,307
+6,113
| +19% | +$423K | 0.05% | 267 |
|
|
2023
Q2 | $2.39M | Sell |
32,194
-2,560
| -7% | -$194K | 0.05% | 247 |
|
|
2023
Q1 | $2.68M | Buy |
34,754
+1,665
| +5% | +$128K | 0.06% | 228 |
|
|
2022
Q4 | $2.77M | Buy |
33,089
+757
| +2% | +$61.2K | 0.08% | 206 |
|
|
2022
Q3 | $2.54M | Buy |
32,332
+454
| +1% | +$38.5K | 0.09% | 158 |
|
|
2022
Q2 | $2.47M | Sell |
31,878
-1,655
| -5% | -$126K | 0.11% | 135 |
|
|
2022
Q1 | $2.84M | Buy |
33,533
+4,754
| +17% | +$381K | 0.11% | 126 |
|
|
2021
Q4 | $2.69M | Sell |
28,779
-1,134
| -4% | -$98K | 0.1% | 140 |
|
|
2021
Q3 | $2.35M | Sell |
29,913
-1,495
| -5% | -$121K | 0.09% | 142 |
|
|
2021
Q2 | $2.3M | Buy |
31,408
+1,531
| +5% | +$115K | 0.09% | 140 |
|
|
2021
Q1 | $2.26M | Buy |
29,877
+4,794
| +19% | +$374K | 0.11% | 134 |
|
|
2020
Q4 | $1.94M | Sell |
25,083
-1,957
| -7% | -$146K | 0.1% | 142 |
|
|
2020
Q3 | $1.88M | Sell |
27,040
-5,420
| -17% | -$374K | 0.13% | 128 |
|
|
2020
Q2 | $1.95M | Buy |
32,460
+548
| +2% | +$32.8K | 0.14% | 137 |
|
|
2020
Q1 | $1.92M | Sell |
31,912
-1,596
| -5% | -$100K | 0.17% | 121 |
|
|
2019
Q4 | $2.03M | Buy |
33,508
+620
| +2% | +$36.2K | 0.16% | 125 |
|
|
2019
Q3 | $1.92M | Buy |
32,888
+6,540
| +25% | +$354K | 0.17% | 116 |
|
|
2019
Q2 | $1.35M | Buy |
26,348
+20,732
| +369% | +$1.02M | 0.1% | 114 |
|
|
2019
Q1 | $271K | Buy |
5,616
+312
| +6% | +$14.3K | 0.04% | 240 |
|
|
2018
Q4 | $231K | Buy |
5,304
+3,380
| +176% | +$148K | 0.04% | 242 |
|
|
2018
Q3 | $81K | Hold |
1,924
| – | – | 0.02% | 309 |
|
|
2018
Q2 | $80K | Hold |
1,924
| – | – | 0.02% | 378 |
|
|
2018
Q1 | $79K | Hold |
1,924
| – | – | 0.02% | 399 |
|
|
2017
Q4 | $75K | Hold |
1,924
| – | – | 0.01% | 406 |
|
|
2017
Q3 | $70K | Buy |
1,924
+236
| +14% | +$8.64K | 0.03% | 302 |
|
|
2017
Q2 | $59K | Buy |
+1,688
| New | +$57.7K | 0.02% | 425 |
|
Other funds holding NEE
VCM
VPM
OneDigital Investment Advisors's NEE Position: Q1 2026 in Review
OneDigital Investment Advisors reduced its NextEra Energy (NEE) stake by 2.6% in Q1 2026, selling an estimated $71.1K and leaving 29,889 shares worth $2.78M. The position accounts for 0.03% of the portfolio, ranked #391.
OneDigital Investment Advisors first reported a position in NEE in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.89M in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- OneDigital Investment Advisors held 29,889 shares of NextEra Energy worth $2.78M as of Q1 2026.
- OneDigital Investment Advisors sold 800 NextEra Energy shares in Q1 2026, an estimated $71.1K.
- NextEra Energy made up 0.03% of OneDigital Investment Advisors's portfolio in Q1 2026, its #391 holding.
- OneDigital Investment Advisors first reported a position in NextEra Energy in Q2 2017 and has held it in 36 quarters since.
- OneDigital Investment Advisors's NextEra Energy position peaked at $2.89M in Q3 2024.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.