Perigon Wealth 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 | $10.9M | Buy |
117,628
+1,871
| +2% | +$166K | 0.2% | 104 |
|
|
2025
Q4 | $9.29M | Sell |
115,757
-14,150
| -11% | -$1.17M | 0.17% | 121 |
|
|
2025
Q3 | $9.81M | Buy |
129,907
+59,948
| +86% | +$4.38M | 0.2% | 108 |
|
|
2025
Q2 | $4.86M | Buy |
69,959
+1,790
| +3% | +$124K | 0.11% | 171 |
|
|
2025
Q1 | $4.83M | Buy |
68,169
+1,440
| +2% | +$102K | 0.12% | 164 |
|
|
2024
Q4 | $4.76M | Buy |
66,729
+15,293
| +30% | +$1.19M | 0.12% | 167 |
|
|
2024
Q3 | $4.35M | Sell |
51,436
-1,312
| -2% | -$102K | 0.11% | 166 |
|
|
2024
Q2 | $3.74M | Sell |
52,748
-9,209
| -15% | -$653K | 0.11% | 167 |
|
|
2024
Q1 | $3.96M | Sell |
61,957
-15,870
| -20% | -$930K | 0.12% | 164 |
|
|
2023
Q4 | $4.73M | Buy |
77,827
+2,639
| +4% | +$150K | 0.15% | 133 |
|
|
2023
Q3 | $4.31M | Buy |
75,188
+2,970
| +4% | +$206K | 0.17% | 126 |
|
|
2023
Q2 | $5.36M | Buy |
72,218
+36,961
| +105% | +$2.8M | 0.21% | 110 |
|
|
2023
Q1 | $2.72M | Buy |
35,257
+263
| +0.8% | +$20.2K | 0.15% | 134 |
|
|
2022
Q4 | $2.93M | Buy |
34,994
+2,950
| +9% | +$238K | 0.18% | 128 |
|
|
2022
Q3 | $2.51M | Buy |
32,044
+1,235
| +4% | +$105K | 0.22% | 97 |
|
|
2022
Q2 | $2.39M | Buy |
30,809
+717
| +2% | +$54.6K | 0.2% | 107 |
|
|
2022
Q1 | $2.55M | Sell |
30,092
-981
| -3% | -$78.6K | 0.18% | 110 |
|
|
2021
Q4 | $2.9M | Buy |
31,073
+3,687
| +13% | +$319K | 0.21% | 95 |
|
|
2021
Q3 | $2.15M | Sell |
27,386
-906
| -3% | -$73.1K | 0.19% | 107 |
|
|
2021
Q2 | $2.07M | Sell |
28,292
-2,555
| -8% | -$192K | 0.18% | 103 |
|
|
2021
Q1 | $2.33M | Buy |
30,847
+805
| +3% | +$62.8K | 0.24% | 89 |
|
|
2020
Q4 | $2.32M | Buy |
30,042
+1,106
| +4% | +$82.7K | 0.27% | 72 |
|
|
2020
Q3 | $2.01M | Buy |
28,936
+1,260
| +5% | +$87K | 0.28% | 65 |
|
|
2020
Q2 | $1.66M | Buy |
27,676
+488
| +2% | +$29.2K | 0.26% | 73 |
|
|
2020
Q1 | $1.67M | Buy |
27,188
+6,924
| +34% | +$435K | 0.31% | 66 |
|
|
2019
Q4 | $1.22M | Buy |
20,264
+592
| +3% | +$34.6K | 0.25% | 75 |
|
|
2019
Q3 | $1.12M | Buy |
19,672
+224
| +1% | +$12.1K | 0.26% | 71 |
|
|
2019
Q2 | $996K | Sell |
19,448
-164
| -0.8% | -$8.07K | 0.23% | 76 |
|
|
2019
Q1 | $934K | Buy |
19,612
+320
| +2% | +$14.6K | 0.22% | 78 |
|
|
2018
Q4 | $840K | Sell |
19,292
-10,012
| -34% | -$438K | 0.21% | 79 |
|
|
2018
Q3 | $1.23M | Buy |
29,304
+17,212
| +142% | +$733K | 0.3% | 60 |
|
|
2018
Q2 | $505K | Buy |
12,092
+4,148
| +52% | +$168K | 0.15% | 123 |
|
|
2018
Q1 | $324K | Sell |
7,944
-68
| -0.8% | -$2.62K | 0.12% | 118 |
|
|
2017
Q4 | $313K | Sell |
8,012
-7,956
| -50% | -$307K | 0.12% | 101 |
|
|
2017
Q3 | $585K | Sell |
15,968
-7,636
| -32% | -$280K | 0.19% | 100 |
|
|
2017
Q2 | $827K | Buy |
23,604
+1,984
| +9% | +$67.8K | 0.18% | 124 |
|
|
2017
Q1 | $694K | Sell |
21,620
-208
| -1% | -$6.54K | 0.15% | 142 |
|
|
2016
Q4 | $719K | Sell |
21,828
-744
| -3% | -$22.2K | 0.16% | 136 |
|
|
2016
Q3 | $690K | Buy |
22,572
+856
| +4% | +$27K | 0.18% | 117 |
|
|
2016
Q2 | $708K | Buy |
21,716
+1,956
| +10% | +$58.7K | 0.19% | 115 |
|
|
2016
Q1 | $642K | Hold |
19,760
| – | – | 0.2% | 97 |
|
|
2015
Q4 | $513K | Buy |
19,760
+6,800
| +52% | +$172K | 0.14% | 139 |
|
|
2015
Q3 | $316K | Hold |
12,960
| – | – | 0.09% | 167 |
|
|
2015
Q2 | $318K | Hold |
12,960
| – | – | 0.08% | 177 |
|
|
2015
Q1 | $337K | Buy |
12,960
+380
| +3% | +$10K | 0.09% | 174 |
|
|
2014
Q4 | $334K | Buy |
12,580
+1,400
| +13% | +$35.4K | 0.1% | 160 |
|
|
2014
Q3 | $262K | Sell |
11,180
-3,680
| -25% | -$88.9K | 0.08% | 172 |
|
|
2014
Q2 | $381K | Hold |
14,860
| – | – | 0.11% | 143 |
|
|
2014
Q1 | $355K | Buy |
14,860
+2,400
| +19% | +$54.4K | 0.2% | 93 |
|
|
2013
Q4 | $266K | Buy |
+12,460
| New | +$263K | 0.15% | 115 |
|
Other funds holding NEE
VCM
VPM
Perigon Wealth Management's NEE Position: Q1 2026 in Review
Perigon Wealth Management increased its NextEra Energy (NEE) stake by 1.6% in Q1 2026, buying an estimated $166K and bringing the position to 117,628 shares worth $10.9M. The position accounts for 0.2% of the portfolio, ranked #104.
Perigon Wealth Management first reported a position in NEE in Q4 2013 and has held it in 50 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Perigon Wealth Management held 117,628 shares of NextEra Energy worth $10.9M as of Q1 2026.
- Perigon Wealth Management bought 1,871 NextEra Energy shares in Q1 2026, an estimated $166K.
- NextEra Energy made up 0.2% of Perigon Wealth Management's portfolio in Q1 2026, its #104 holding.
- Perigon Wealth Management first reported a position in NextEra Energy in Q4 2013 and has held it in 50 quarters since.
- 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.