Ossiam’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 | $2.27M | Sell |
24,474
-15,101
| -38% | -$1.34M | 0.04% | 153 |
|
|
2025
Q4 | $3.18M | Buy |
39,575
+10,195
| +35% | +$844K | 0.06% | 132 |
|
|
2025
Q3 | $2.22M | Sell |
29,380
-68,109
| -70% | -$4.98M | 0.03% | 325 |
|
|
2025
Q2 | $6.77M | Buy |
97,489
+64,144
| +192% | +$4.46M | 0.08% | 146 |
|
|
2025
Q1 | $2.36M | Sell |
33,345
-7,523
| -18% | -$531K | 0.03% | 210 |
|
|
2024
Q4 | $2.93M | Buy |
40,868
+31,648
| +343% | +$2.46M | 0.05% | 196 |
|
|
2024
Q3 | $779K | Buy |
9,220
+6,765
| +276% | +$528K | 0.02% | 388 |
|
|
2024
Q2 | $174K | Sell |
2,455
-16,510
| -87% | -$1.17M | ﹤0.01% | 543 |
|
|
2024
Q1 | $1.21M | Buy |
18,965
+5,037
| +36% | +$295K | 0.02% | 341 |
|
|
2023
Q4 | $846K | Sell |
13,928
-37,506
| -73% | -$2.14M | 0.01% | 388 |
|
|
2023
Q3 | $2.95M | Buy |
51,434
+45,744
| +804% | +$3.17M | 0.05% | 163 |
|
|
2023
Q2 | $422K | Buy |
5,690
+818
| +17% | +$61.9K | 0.01% | 463 |
|
|
2023
Q1 | $376K | Buy |
4,872
+1,535
| +46% | +$118K | 0.01% | 435 |
|
|
2022
Q4 | $279K | Buy |
3,337
+2,731
| +451% | +$221K | 0.01% | 442 |
|
|
2022
Q3 | $48K | Buy |
+606
| New | +$51.4K | ﹤0.01% | 676 |
|
|
2022
Q2 | – | Sell |
-2,866
| Closed | -$243K | – | 473 |
|
|
2022
Q1 | $243K | Buy |
2,866
+2,538
| +774% | +$203K | 0.01% | 357 |
|
|
2021
Q4 | $31K | Sell |
328
-310,865
| -100% | -$26.9M | ﹤0.01% | 403 |
|
|
2021
Q3 | $24.4M | Buy |
311,193
+310,000
| +25,985% | +$25M | 0.69% | 33 |
|
|
2021
Q2 | $93K | Sell |
1,193
-207,176
| -99% | -$15.5M | ﹤0.01% | 398 |
|
|
2021
Q1 | $15.8M | Buy |
208,369
+203,645
| +4,311% | +$15.9M | 0.49% | 48 |
|
|
2020
Q4 | $364K | Sell |
4,724
-2,020
| -30% | -$151K | 0.01% | 288 |
|
|
2020
Q3 | $468K | Sell |
6,744
-2,552
| -27% | -$176K | 0.02% | 256 |
|
|
2020
Q2 | $558K | Sell |
9,296
-28,072
| -75% | -$1.68M | 0.04% | 211 |
|
|
2020
Q1 | $2.25M | Sell |
37,368
-30,968
| -45% | -$1.95M | 0.15% | 114 |
|
|
2019
Q4 | $4.14M | Sell |
68,336
-93,152
| -58% | -$5.44M | 0.32% | 66 |
|
|
2019
Q3 | $9.41M | Buy |
161,488
+13,480
| +9% | +$730K | 0.66% | 36 |
|
|
2019
Q2 | $7.58M | Buy |
148,008
+11,312
| +8% | +$557K | 0.59% | 38 |
|
|
2019
Q1 | $6.61M | Sell |
136,696
-65,480
| -32% | -$2.99M | 0.55% | 42 |
|
|
2018
Q4 | $8.79M | Buy |
+202,176
| New | +$8.84M | 1.32% | 18 |
|
Other funds holding NEE
VCM
VPM
Ossiam's NEE Position: Q1 2026 in Review
Ossiam reduced its NextEra Energy (NEE) stake by 38% in Q1 2026, selling an estimated $1.34M and leaving 24,474 shares worth $2.27M. The position accounts for 0.04% of the portfolio, ranked #153.
Ossiam first reported a position in NEE in Q4 2018 and has held it in 29 quarters since. The position peaked at $24.4M in Q3 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Ossiam held 24,474 shares of NextEra Energy worth $2.27M as of Q1 2026.
- Ossiam sold 15,101 NextEra Energy shares in Q1 2026, an estimated $1.34M.
- NextEra Energy made up 0.04% of Ossiam's portfolio in Q1 2026, its #153 holding.
- Ossiam first reported a position in NextEra Energy in Q4 2018 and has held it in 29 quarters since.
- Ossiam's NextEra Energy position peaked at $24.4M in Q3 2021.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Ossiam's 13F filing for Q1 2026, filed 14 May 2026.