PDS Planning’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 | $1.92M | Buy |
20,664
+262
| +1% | +$23.3K | 0.13% | 82 |
|
|
2025
Q4 | $1.64M | Sell |
20,402
-707
| -3% | -$58.6K | 0.11% | 86 |
|
|
2025
Q3 | $1.59M | Sell |
21,109
-396
| -2% | -$28.9K | 0.11% | 84 |
|
|
2025
Q2 | $1.49M | Buy |
21,505
+5,935
| +38% | +$412K | 0.11% | 85 |
|
|
2025
Q1 | $1.1M | Buy |
15,570
+1,599
| +11% | +$113K | 0.09% | 96 |
|
|
2024
Q4 | $1M | Buy |
13,971
+667
| +5% | +$51.8K | 0.09% | 99 |
|
|
2024
Q3 | $1.12M | Buy |
13,304
+470
| +4% | +$36.7K | 0.1% | 89 |
|
|
2024
Q2 | $909K | Sell |
12,834
-366
| -3% | -$26K | 0.09% | 93 |
|
|
2024
Q1 | $844K | Buy |
13,200
+1,625
| +14% | +$95.2K | 0.09% | 97 |
|
|
2023
Q4 | $703K | Sell |
11,575
-924
| -7% | -$52.7K | 0.08% | 102 |
|
|
2023
Q3 | $716K | Sell |
12,499
-1,738
| -12% | -$120K | 0.09% | 98 |
|
|
2023
Q2 | $1.06M | Buy |
14,237
+1,393
| +11% | +$105K | 0.14% | 74 |
|
|
2023
Q1 | $990K | Buy |
12,844
+2,750
| +27% | +$211K | 0.14% | 72 |
|
|
2022
Q4 | $844K | Sell |
10,094
-34
| -0.3% | -$2.75K | 0.13% | 69 |
|
|
2022
Q3 | $794K | Sell |
10,128
-148
| -1% | -$12.6K | 0.14% | 64 |
|
|
2022
Q2 | $796K | Buy |
10,276
+1,005
| +11% | +$76.5K | 0.14% | 71 |
|
|
2022
Q1 | $785K | Sell |
9,271
-511
| -5% | -$41K | 0.14% | 73 |
|
|
2021
Q4 | $913K | Sell |
9,782
-1,106
| -10% | -$95.6K | 0.17% | 60 |
|
|
2021
Q3 | $855K | Buy |
10,888
+1,056
| +11% | +$85.2K | 0.2% | 58 |
|
|
2021
Q2 | $720K | Sell |
9,832
-1,723
| -15% | -$129K | 0.18% | 68 |
|
|
2021
Q1 | $874K | Buy |
11,555
+1,766
| +18% | +$138K | 0.25% | 52 |
|
|
2020
Q4 | $755K | Sell |
9,789
-667
| -6% | -$49.9K | 0.26% | 50 |
|
|
2020
Q3 | $726K | Sell |
10,456
-1,608
| -13% | -$111K | 0.3% | 50 |
|
|
2020
Q2 | $724K | Buy |
12,064
+252
| +2% | +$15.1K | 0.33% | 46 |
|
|
2020
Q1 | $711K | Buy |
11,812
+248
| +2% | +$15.6K | 0.45% | 41 |
|
|
2019
Q4 | $700K | Sell |
11,564
-1,140
| -9% | -$66.6K | 0.44% | 44 |
|
|
2019
Q3 | $740K | Buy |
12,704
+72
| +0.6% | +$3.9K | 0.51% | 39 |
|
|
2019
Q2 | $647K | Buy |
12,632
+260
| +2% | +$12.8K | 0.48% | 43 |
|
|
2019
Q1 | $598K | Sell |
12,372
-568
| -4% | -$26K | 0.46% | 44 |
|
|
2018
Q4 | $562K | Sell |
12,940
-256
| -2% | -$11.2K | 0.48% | 41 |
|
|
2018
Q3 | $553K | Buy |
13,196
+392
| +3% | +$16.7K | 0.47% | 39 |
|
|
2018
Q2 | $535K | Hold |
12,804
| – | – | 0.53% | 37 |
|
|
2018
Q1 | $523K | Sell |
12,804
-1,320
| -9% | -$50.9K | 0.53% | 38 |
|
|
2017
Q4 | $552K | Buy |
+14,124
| New | +$545K | 0.56% | 38 |
|
Other funds holding NEE
VCM
VPM
PDS Planning's NEE Position: Q1 2026 in Review
PDS Planning increased its NextEra Energy (NEE) stake by 1.3% in Q1 2026, buying an estimated $23.3K and bringing the position to 20,664 shares worth $1.92M. The position accounts for 0.13% of the portfolio, ranked #82.
PDS Planning first reported a position in NEE in Q4 2017 and has held it in 34 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- PDS Planning held 20,664 shares of NextEra Energy worth $1.92M as of Q1 2026.
- PDS Planning bought 262 NextEra Energy shares in Q1 2026, an estimated $23.3K.
- NextEra Energy made up 0.13% of PDS Planning's portfolio in Q1 2026, its #82 holding.
- PDS Planning first reported a position in NextEra Energy in Q4 2017 and has held it in 34 quarters since.
- 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.