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Penobscot Investment Management’s NextEra Energy NEE Stock Holding History

Penobscot Investment Management’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.6M Sell
211,198
-191
-0.1% -$17K 1.53% 13
2025
Q4 		$17M Buy
211,389
+2,273
+1% +$188K 1.28% 18
2025
Q3 		$15.8M Buy
209,116
+3,233
+2% +$236K 1.22% 17
2025
Q2 		$14.3M Sell
205,883
-24,089
-10% -$1.67M 1.22% 19
2025
Q1 		$16.3M Sell
229,972
-5,043
-2% -$356K 1.53% 13
2024
Q4 		$16.8M Sell
235,015
-784
-0.3% -$60.9K 1.53% 13
2024
Q3 		$19.9M Buy
235,799
+1,409
+0.6% +$110K 1.79% 8
2024
Q2 		$16.6M Buy
234,390
+28,670
+14% +$2.03M 1.6% 13
2024
Q1 		$13.1M Buy
205,720
+6,321
+3% +$370K 1.39% 19
2023
Q4 		$12.1M Sell
199,399
-4,976
-2% -$284K 1.42% 17
2023
Q3 		$11.7M Buy
204,375
+5,738
+3% +$397K 1.59% 14
2023
Q2 		$14.7M Sell
198,637
-1,878
-0.9% -$142K 2.42% 5
2023
Q1 		$15.5M Sell
200,515
-7,140
-3% -$549K 2.69% 3
2022
Q4 		$17.4M Sell
207,655
-10,890
-5% -$880K 3.05% 3
2022
Q3 		$17.1M Sell
218,545
-1,673
-0.8% -$142K 3.2% 3
2022
Q2 		$17.1M Sell
220,218
-2,598
-1% -$198K 2.95% 3
2022
Q1 		$18.9M Sell
222,816
-7,675
-3% -$615K 2.75% 3
2021
Q4 		$21.5M Sell
230,491
-6,980
-3% -$603K 2.9% 3
2021
Q3 		$18.6M Sell
237,471
-3,382
-1% -$273K 2.77% 3
2021
Q2 		$17.6M Sell
240,853
-3,247
-1% -$244K 2.62% 3
2021
Q1 		$18.5M Sell
244,100
-1,954
-0.8% -$153K 2.93% 3
2020
Q4 		$19M Buy
246,054
+990
+0.4% +$74.1K 3.18% 3
2020
Q3 		$17M Sell
245,064
-1,144
-0.5% -$79K 3.21% 3
2020
Q2 		$14.8M Sell
246,208
-1,652
-0.7% -$98.9K 3.04% 3
2020
Q1 		$14.9M Sell
247,860
-760
-0.3% -$47.8K 3.51% 3
2019
Q4 		$15.1M Sell
248,620
-1,960
-0.8% -$114K 2.82% 4
2019
Q3 		$14.6M Sell
250,580
-3,520
-1% -$190K 2.9% 3
2019
Q2 		$13M Sell
254,100
-1,008
-0.4% -$49.6K 2.66% 3
2019
Q1 		$12.3M Buy
255,108
+12,080
+5% +$552K 2.61% 3
2018
Q4 		$10.6M Buy
243,028
+18,400
+8% +$805K 2.54% 4
2018
Q3 		$9.41M Buy
224,628
+9,644
+4% +$411K 2.03% 6
2018
Q2 		$8.98M Buy
214,984
+1,500
+0.7% +$60.6K 2.09% 7
2018
Q1 		$8.72M Buy
213,484
+500
+0.2% +$19.3K 2.09% 6
2017
Q4 		$8.32M Buy
212,984
+2,800
+1% +$108K 2.3% 5
2017
Q3 		$7.7M Buy
210,184
+3,536
+2% +$130K 2.31% 5
2017
Q2 		$7.24M Sell
206,648
-452
-0.2% -$15.4K 2.33% 3
2017
Q1 		$6.65M Sell
207,100
-4,340
-2% -$136K 2.23% 4
2016
Q4 		$6.31M Buy
211,440
+8,720
+4% +$261K 2.18% 4
2016
Q3 		$6.2M Buy
202,720
+3,120
+2% +$98.3K 2.18% 4
2016
Q2 		$6.51M Buy
199,600
+1,980
+1% +$59.4K 2.32% 4
2016
Q1 		$5.85M Sell
197,620
-72,660
-27% -$2.04M 2.19% 5
2015
Q4 		$7.02M Buy
270,280
+8,480
+3% +$215K 2.2% 5
2015
Q3 		$6.38M Sell
261,800
-3,128
-1% -$79.5K 2.14% 6
2015
Q2 		$6.49M Buy
264,928
+1,120
+0.4% +$28.5K 2.01% 8
2015
Q1 		$6.86M Sell
263,808
-3,128
-1% -$82.5K 2.17% 7
2014
Q4 		$7.09M Buy
266,936
+820
+0.3% +$20.7K 2.23% 8
2014
Q3 		$6.25M Buy
266,116
+240
+0.1% +$5.79K 2.07% 8
2014
Q2 		$6.81M Buy
265,876
+6,396
+2% +$156K 2.29% 7
2014
Q1 		$6.2M Buy
259,480
+780
+0.3% +$17.7K 2.2% 8
2013
Q4 		$5.54M Buy
258,700
+3,600
+1% +$75.9K 1.96% 8
2013
Q3 		$5.11M Buy
255,100
+1,840
+0.7% +$38K 2.01% 8
2013
Q2 		$5.16M Buy
+253,260
New +$5.02M 2.15% 8

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Penobscot Investment Management's NEE Position: Q1 2026 in Review

Penobscot Investment Management reduced its NextEra Energy (NEE) stake by 0.09% in Q1 2026, selling an estimated $17K and leaving 211,198 shares worth $19.6M. The position accounts for 1.53% of the portfolio, ranked #13.

Penobscot Investment Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.5M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Penobscot Investment Management held 211,198 shares of NextEra Energy worth $19.6M as of Q1 2026.
  • Penobscot Investment Management sold 191 NextEra Energy shares in Q1 2026, an estimated $17K.
  • NextEra Energy made up 1.53% of Penobscot Investment Management's portfolio in Q1 2026, its #13 holding.
  • Penobscot Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
  • Penobscot Investment Management's NextEra Energy position peaked at $21.5M in Q4 2021.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Penobscot Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.