Plancorp LLC’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
Q2 | $1.46M | Buy |
16,490
+386
| +2% | +$34.9K | 0.04% | 167 |
|
|
2026
Q1 | $1.52M | Buy |
16,104
+88
| +0.5% | +$7.82K | 0.04% | 127 |
|
|
2025
Q4 | $1.29M | Sell |
16,016
-316
| -2% | -$26.2K | 0.04% | 135 |
|
|
2025
Q3 | $1.23M | Buy |
16,332
+203
| +1% | +$14.8K | 0.04% | 142 |
|
|
2025
Q2 | $1.12M | Sell |
16,129
-25
| -0.2% | -$1.74K | 0.04% | 143 |
|
|
2025
Q1 | $1.15M | Buy |
16,154
+218
| +1% | +$15.4K | 0.05% | 136 |
|
|
2024
Q4 | $1.14M | Buy |
15,936
+984
| +7% | +$76.4K | 0.05% | 117 |
|
|
2024
Q3 | $1.26M | Buy |
14,952
+56
| +0.4% | +$4.37K | 0.05% | 112 |
|
|
2024
Q2 | $1.05M | Buy |
14,896
+260
| +2% | +$18.4K | 0.05% | 115 |
|
|
2024
Q1 | $935K | Buy |
14,636
+1,064
| +8% | +$62.3K | 0.04% | 125 |
|
|
2023
Q4 | $824K | Sell |
13,572
-608
| -4% | -$34.6K | 0.04% | 122 |
|
|
2023
Q3 | $812K | Buy |
14,180
+518
| +4% | +$35.9K | 0.04% | 122 |
|
|
2023
Q2 | $1.01M | Buy |
13,662
+1,157
| +9% | +$87.6K | 0.05% | 105 |
|
|
2023
Q1 | $964K | Buy |
12,505
+674
| +6% | +$51.8K | 0.05% | 108 |
|
|
2022
Q4 | $989K | Sell |
11,831
-110
| -0.9% | -$8.89K | 0.06% | 98 |
|
|
2022
Q3 | $936K | Buy |
11,941
+317
| +3% | +$26.9K | 0.06% | 93 |
|
|
2022
Q2 | $900K | Buy |
11,624
+293
| +3% | +$22.3K | 0.06% | 101 |
|
|
2022
Q1 | $960K | Buy |
11,331
+28
| +0.2% | +$2.24K | 0.06% | 104 |
|
|
2021
Q4 | $1.05M | Sell |
11,303
-53
| -0.5% | -$4.58K | 0.07% | 95 |
|
|
2021
Q3 | $892K | Buy |
11,356
+465
| +4% | +$37.5K | 0.06% | 102 |
|
|
2021
Q2 | $798K | Sell |
10,891
-134
| -1% | -$10.1K | 0.06% | 102 |
|
|
2021
Q1 | $834K | Sell |
11,025
-166
| -1% | -$13K | 0.18% | 87 |
|
|
2020
Q4 | $863K | Buy |
11,191
+919
| +9% | +$68.7K | 0.21% | 86 |
|
|
2020
Q3 | $713K | Buy |
10,272
+3,360
| +49% | +$232K | 0.22% | 77 |
|
|
2020
Q2 | $415K | Buy |
6,912
+476
| +7% | +$28.5K | 0.13% | 114 |
|
|
2020
Q1 | $387K | Buy |
6,436
+136
| +2% | +$8.55K | 0.15% | 107 |
|
|
2019
Q4 | $381K | Sell |
6,300
-20
| -0.3% | -$1.17K | 0.12% | 125 |
|
|
2019
Q3 | $368K | Buy |
6,320
+40
| +0.6% | +$2.17K | 0.14% | 112 |
|
|
2019
Q2 | $322K | Buy |
6,280
+56
| +0.9% | +$2.75K | 0.13% | 125 |
|
|
2019
Q1 | $301K | Buy |
6,224
+204
| +3% | +$9.33K | 0.11% | 134 |
|
|
2018
Q4 | $262K | Buy |
6,020
+44
| +0.7% | +$1.92K | 0.12% | 128 |
|
|
2018
Q3 | $250K | Sell |
5,976
-32
| -0.5% | -$1.36K | 0.1% | 149 |
|
|
2018
Q2 | $251K | Sell |
6,008
-12
| -0.2% | -$485 | 0.1% | 145 |
|
|
2018
Q1 | $245K | Sell |
6,020
-108
| -2% | -$4.17K | 0.08% | 147 |
|
|
2017
Q4 | $239K | Sell |
6,128
-12
| -0.2% | -$463 | 0.08% | 150 |
|
|
2017
Q3 | $226K | Sell |
6,140
-24
| -0.4% | -$879 | 0.07% | 154 |
|
|
2017
Q2 | $216K | Buy |
+6,164
| New | +$211K | 0.06% | 157 |
|
Other funds holding NEE
COPPSERS
DC
Plancorp LLC's NEE Position: Q2 2026 in Review
Plancorp LLC increased its NextEra Energy (NEE) stake by 2.4% in Q2 2026, buying an estimated $34.9K and bringing the position to 16,490 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #167.
Plancorp LLC first reported a position in NEE in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.52M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Plancorp LLC held 16,490 shares of NextEra Energy worth $1.46M as of Q2 2026.
- Plancorp LLC bought 386 NextEra Energy shares in Q2 2026, an estimated $34.9K.
- NextEra Energy made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #167 holding.
- Plancorp LLC first reported a position in NextEra Energy in Q2 2017 and has held it in 37 quarters since.
- Plancorp LLC's NextEra Energy position peaked at $1.52M in Q1 2026.
- 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.