P.J. Schmidt Investment Management (PJS)’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 | $11.1M | Sell |
119,194
-1,107
| -0.9% | -$98.4K | 1.86% | 11 |
|
|
2025
Q4 | $9.66M | Sell |
120,301
-1,034
| -0.9% | -$85.6K | 1.57% | 13 |
|
|
2025
Q3 | $9.16M | Sell |
121,335
-2,667
| -2% | -$195K | 1.51% | 16 |
|
|
2025
Q2 | $8.61M | Sell |
124,002
-1,287
| -1% | -$89.4K | 1.49% | 19 |
|
|
2025
Q1 | $8.88M | Buy |
125,289
+316
| +0.3% | +$22.3K | 1.63% | 16 |
|
|
2024
Q4 | $8.96M | Buy |
124,973
+285
| +0.2% | +$22.1K | 1.55% | 15 |
|
|
2024
Q3 | $10.5M | Sell |
124,688
-1,302
| -1% | -$102K | 1.82% | 12 |
|
|
2024
Q2 | $8.92M | Sell |
125,990
-10,235
| -8% | -$726K | 1.63% | 15 |
|
|
2024
Q1 | $8.71M | Buy |
136,225
+1,601
| +1% | +$93.8K | 1.64% | 18 |
|
|
2023
Q4 | $7.87M | Buy |
134,624
+690
| +0.5% | +$39.3K | 1.56% | 18 |
|
|
2023
Q3 | $7.02M | Sell |
133,934
-1,312
| -1% | -$90.8K | 1.5% | 19 |
|
|
2023
Q2 | $10.2M | Sell |
135,246
-1,127
| -0.8% | -$85.3K | 2.03% | 13 |
|
|
2023
Q1 | $10.3M | Sell |
136,373
-2,641
| -2% | -$203K | 2.16% | 10 |
|
|
2022
Q4 | $11.6M | Sell |
139,014
-1,784
| -1% | -$144K | 2.63% | 6 |
|
|
2022
Q3 | $10.1M | Sell |
140,798
-272
| -0.2% | -$23.1K | 2.43% | 9 |
|
|
2022
Q2 | $12.4M | Sell |
141,070
-4,920
| -3% | -$375K | 2.71% | 6 |
|
|
2022
Q1 | $10.4M | Buy |
145,990
+2,188
| +2% | +$175K | 2.3% | 11 |
|
|
2021
Q4 | $11.2M | Sell |
143,802
-948
| -0.7% | -$81.9K | 2.24% | 9 |
|
|
2021
Q3 | $12.4M | Sell |
144,750
-923
| -0.6% | -$74.4K | 2.43% | 8 |
|
|
2021
Q2 | $11.2M | Buy |
145,673
+3,685
| +3% | +$277K | 2.25% | 9 |
|
|
2021
Q1 | $11M | Buy |
141,988
+6,813
| +5% | +$532K | 2.29% | 9 |
|
|
2020
Q4 | $10.9M | Sell |
135,175
-386,265
| -74% | -$28.9M | 2.47% | 8 |
|
|
2020
Q3 | $9.88M | Buy |
521,440
+390,592
| +299% | +$27M | 2.4% | 7 |
|
|
2020
Q2 | $7.86M | Buy |
130,848
+2,000
| +2% | +$120K | 2.36% | 10 |
|
|
2020
Q1 | $7.75M | Buy |
128,848
+1,140
| +0.9% | +$71.7K | 2.7% | 6 |
|
|
2019
Q4 | $7.73M | Buy |
127,708
+8
| +0% | +$467 | 2.07% | 12 |
|
|
2019
Q3 | $7.44M | Sell |
127,700
-444
| -0.3% | -$24K | 2.11% | 9 |
|
|
2019
Q2 | $6.56M | Buy |
128,144
+1,220
| +1% | +$60K | 1.9% | 16 |
|
|
2019
Q1 | $6.13M | Buy |
126,924
+1,532
| +1% | +$70K | 1.79% | 19 |
|
|
2018
Q4 | $5.45M | Buy |
125,392
+4,000
| +3% | +$175K | 1.79% | 20 |
|
|
2018
Q3 | $5.09M | Buy |
121,392
+4,220
| +4% | +$180K | 1.44% | 24 |
|
|
2018
Q2 | $4.89M | Buy |
117,172
+3,108
| +3% | +$126K | 1.43% | 23 |
|
|
2018
Q1 | $4.66M | Sell |
114,064
-2,160
| -2% | -$83.3K | 1.36% | 25 |
|
|
2017
Q4 | $4.54M | Sell |
116,224
-3,240
| -3% | -$125K | 1.28% | 26 |
|
|
2017
Q3 | $4.38M | Sell |
119,464
-8,096
| -6% | -$297K | 1.31% | 26 |
|
|
2017
Q2 | $4.47M | Sell |
127,560
-2,500
| -2% | -$85.4K | 1.36% | 23 |
|
|
2017
Q1 | $4.17M | Sell |
130,060
-29,592
| -19% | -$930K | 1.48% | 27 |
|
|
2016
Q4 | $4.77M | Sell |
159,652
-416
| -0.3% | -$12.4K | 1.76% | 19 |
|
|
2016
Q3 | $4.89M | Buy |
160,068
+2,956
| +2% | +$93.1K | 1.82% | 15 |
|
|
2016
Q2 | $5.12M | Sell |
157,112
-3,268
| -2% | -$98.1K | 1.9% | 14 |
|
|
2016
Q1 | $4.75M | Sell |
160,380
-4,564
| -3% | -$128K | 1.86% | 14 |
|
|
2015
Q4 | $4.28M | Buy |
164,944
+2,888
| +2% | +$73.1K | 1.71% | 18 |
|
|
2015
Q3 | $3.95M | Buy |
162,056
+11,764
| +8% | +$299K | 1.72% | 19 |
|
|
2015
Q2 | $3.68M | Buy |
150,292
+5,360
| +4% | +$136K | 1.44% | 23 |
|
|
2015
Q1 | $3.77M | Sell |
144,932
-920
| -0.6% | -$24.3K | 1.47% | 22 |
|
|
2014
Q4 | $3.88M | Sell |
145,852
-4,188
| -3% | -$106K | 1.53% | 23 |
|
|
2014
Q3 | $3.52M | Sell |
150,040
-10,020
| -6% | -$242K | 1.44% | 23 |
|
|
2014
Q2 | $4.1M | Sell |
160,060
-5,356
| -3% | -$130K | 1.6% | 23 |
|
|
2014
Q1 | $3.95M | Sell |
165,416
-2,900
| -2% | -$65.7K | 1.56% | 23 |
|
|
2013
Q4 | $3.6M | Sell |
168,316
-1,040
| -0.6% | -$21.9K | 1.52% | 23 |
|
|
2013
Q3 | $3.39M | Sell |
169,356
-4,040
| -2% | -$83.4K | 1.55% | 24 |
|
|
2013
Q2 | $3.53M | Buy |
+173,396
| New | +$3.44M | 1.7% | 21 |
|
Other funds holding NEE
VCM
VPM
P.J. Schmidt Investment Management (PJS)'s NEE Position: Q1 2026 in Review
P.J. Schmidt Investment Management (PJS) reduced its NextEra Energy (NEE) stake by 0.92% in Q1 2026, selling an estimated $98.4K and leaving 119,194 shares worth $11.1M. The position accounts for 1.86% of the portfolio, ranked #11.
P.J. Schmidt Investment Management (PJS) first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.4M in Q2 2022. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- P.J. Schmidt Investment Management (PJS) held 119,194 shares of NextEra Energy worth $11.1M as of Q1 2026.
- P.J. Schmidt Investment Management (PJS) sold 1,107 NextEra Energy shares in Q1 2026, an estimated $98.4K.
- NextEra Energy made up 1.86% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #11 holding.
- P.J. Schmidt Investment Management (PJS) first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- P.J. Schmidt Investment Management (PJS)'s NextEra Energy position peaked at $12.4M in Q2 2022.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.