Osterweis 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 | – | Sell |
-330
| Closed | -$26.5K | – | 267 |
|
|
2025
Q4 | $26.5K | Hold |
330
| – | – | ﹤0.01% | 258 |
|
|
2025
Q3 | $24.9K | Hold |
330
| – | – | ﹤0.01% | 248 |
|
|
2025
Q2 | $22.9K | Buy |
330
+295
| +843% | +$20.5K | ﹤0.01% | 258 |
|
|
2025
Q1 | $2.48K | Sell |
35
-79
| -69% | -$5.58K | ﹤0.01% | 180 |
|
|
2024
Q4 | $8.17K | Hold |
114
| – | – | ﹤0.01% | 192 |
|
|
2024
Q3 | $9.64K | Hold |
114
| – | – | ﹤0.01% | 187 |
|
|
2024
Q2 | $8.07K | Hold |
114
| – | – | ﹤0.01% | 194 |
|
|
2024
Q1 | $7.29K | Hold |
114
| – | – | ﹤0.01% | 189 |
|
|
2023
Q4 | $6.92K | Sell |
114
-533
| -82% | -$30.4K | ﹤0.01% | 190 |
|
|
2023
Q3 | $37.1K | Hold |
647
| – | – | ﹤0.01% | 174 |
|
|
2023
Q2 | $48K | Sell |
647
-656
| -50% | -$49.7K | ﹤0.01% | 172 |
|
|
2023
Q1 | $100K | Sell |
1,303
-463
| -26% | -$35.6K | 0.01% | 154 |
|
|
2022
Q4 | $148K | Buy |
1,766
+1,031
| +140% | +$83.3K | 0.01% | 141 |
|
|
2022
Q3 | $58K | Buy |
+735
| New | +$62.4K | ﹤0.01% | 158 |
|
|
2022
Q1 | – | Sell |
-88,125
| Closed | -$8.23M | – | 157 |
|
|
2021
Q4 | $8.23M | Sell |
88,125
-154,626
| -64% | -$13.4M | 0.41% | 77 |
|
|
2021
Q3 | $19.1M | Sell |
242,751
-2,050
| -0.8% | -$165K | 1.04% | 35 |
|
|
2021
Q2 | $17.9M | Sell |
244,801
-77,053
| -24% | -$5.78M | 0.92% | 38 |
|
|
2021
Q1 | $24.3M | Sell |
321,854
-130,472
| -29% | -$10.2M | 1.33% | 29 |
|
|
2020
Q4 | $34.9M | Sell |
452,326
-5,790
| -1% | -$433K | 2.08% | 13 |
|
|
2020
Q3 | $31.8M | Sell |
458,116
-8,340
| -2% | -$576K | 2.15% | 12 |
|
|
2020
Q2 | $28M | Sell |
466,456
-13,504
| -3% | -$808K | 2.03% | 11 |
|
|
2020
Q1 | $28.9M | Sell |
479,960
-196,648
| -29% | -$12.4M | 2.34% | 9 |
|
|
2019
Q4 | $41M | Sell |
676,608
-5,008
| -0.7% | -$292K | 2.83% | 6 |
|
|
2019
Q3 | $39.7M | Sell |
681,616
-12,904
| -2% | -$698K | 2.9% | 6 |
|
|
2019
Q2 | $35.6M | Sell |
694,520
-23,628
| -3% | -$1.16M | 2.51% | 8 |
|
|
2019
Q1 | $34.7M | Sell |
718,148
-5,088
| -0.7% | -$233K | 2.17% | 10 |
|
|
2018
Q4 | $31.4M | Sell |
723,236
-22,984
| -3% | -$1.01M | 2.42% | 11 |
|
|
2018
Q3 | $31.3M | Sell |
746,220
-46,320
| -6% | -$1.97M | 2% | 18 |
|
|
2018
Q2 | $33.1M | Sell |
792,540
-31,560
| -4% | -$1.27M | 2.14% | 14 |
|
|
2018
Q1 | $33.6M | Sell |
824,100
-231,880
| -22% | -$8.94M | 2.39% | 14 |
|
|
2017
Q4 | $41.2M | Sell |
1,055,980
-110,620
| -9% | -$4.27M | 2.93% | 5 |
|
|
2017
Q3 | $42.7M | Sell |
1,166,600
-36,400
| -3% | -$1.33M | 3.21% | 5 |
|
|
2017
Q2 | $42.1M | Sell |
1,203,000
-32,640
| -3% | -$1.12M | 3.21% | 7 |
|
|
2017
Q1 | $39.7M | Buy |
+1,235,640
| New | +$38.9M | 3.1% | 9 |
|
Other funds holding NEE
VCM
VPM
Osterweis Capital Management's NEE Position: Q1 2026 in Review
Osterweis Capital Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 330 shares — an estimated $26.5K sold.
Osterweis Capital Management first reported a position in NEE in Q1 2017 and held it in 34 quarters. The position peaked at $42.7M in Q3 2017. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Osterweis Capital Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
- Osterweis Capital Management sold 330 NextEra Energy shares in Q1 2026, an estimated $26.5K.
- Osterweis Capital Management first reported a position in NextEra Energy in Q1 2017 and held it in 34 quarters.
- Osterweis Capital Management's NextEra Energy position peaked at $42.7M in Q3 2017.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.