Robertson Stephens 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
Q2 | $1.55M | Sell |
17,604
-2,073
| -11% | -$188K | 0.04% | 247 |
|
|
2026
Q1 | $1.83M | Sell |
19,677
-4,497
| -19% | -$400K | 0.05% | 218 |
|
|
2025
Q4 | $1.94M | Buy |
24,174
+6,411
| +36% | +$531K | 0.05% | 214 |
|
|
2025
Q3 | $1.34M | Sell |
17,763
-6,393
| -26% | -$467K | 0.04% | 220 |
|
|
2025
Q2 | $1.68M | Hold |
24,156
| – | – | 0.05% | 209 |
|
|
2025
Q1 | $1.71M | Sell |
24,156
-1,877
| -7% | -$132K | 0.06% | 208 |
|
|
2024
Q4 | $1.87M | Buy |
26,033
+592
| +2% | +$46K | 0.07% | 204 |
|
|
2024
Q3 | $2.15M | Buy |
25,441
+3,953
| +18% | +$308K | 0.08% | 190 |
|
|
2024
Q2 | $1.52M | Buy |
21,488
+3,254
| +18% | +$231K | 0.08% | 170 |
|
|
2024
Q1 | $1.17M | Buy |
18,234
+343
| +2% | +$20.1K | 0.06% | 217 |
|
|
2023
Q4 | $1.09M | Buy |
17,891
+177
| +1% | +$10.1K | 0.07% | 211 |
|
|
2023
Q3 | $1.01M | Buy |
17,714
+1,211
| +7% | +$83.8K | 0.07% | 208 |
|
|
2023
Q2 | $1.22M | Sell |
16,503
-68
| -0.4% | -$5.15K | 0.09% | 172 |
|
|
2023
Q1 | $1.28M | Buy |
16,571
+1,972
| +14% | +$152K | 0.1% | 173 |
|
|
2022
Q4 | $1.22M | Buy |
14,599
+91
| +0.6% | +$7.35K | 0.12% | 159 |
|
|
2022
Q3 | $1.14M | Sell |
14,508
-47
| -0.3% | -$3.99K | 0.12% | 140 |
|
|
2022
Q2 | $1.13M | Sell |
14,555
-266
| -2% | -$20.3K | 0.11% | 150 |
|
|
2022
Q1 | $1.25M | Buy |
14,821
+1,729
| +13% | +$139K | 0.11% | 160 |
|
|
2021
Q4 | $1.22M | Buy |
13,092
+733
| +6% | +$63.3K | 0.1% | 162 |
|
|
2021
Q3 | $970K | Sell |
12,359
-4,177
| -25% | -$337K | 0.11% | 121 |
|
|
2021
Q2 | $1.21M | Buy |
16,536
+1,019
| +7% | +$76.5K | 0.15% | 104 |
|
|
2021
Q1 | $1.17M | Buy |
15,517
+1,741
| +13% | +$136K | 0.19% | 91 |
|
|
2020
Q4 | $1.06M | Buy |
13,776
+172
| +1% | +$12.9K | 0.22% | 84 |
|
|
2020
Q3 | $943K | Buy |
13,604
+1,600
| +13% | +$110K | 0.23% | 83 |
|
|
2020
Q2 | $720K | Sell |
12,004
-1,320
| -10% | -$79K | 0.21% | 88 |
|
|
2020
Q1 | $802K | Buy |
13,324
+6,132
| +85% | +$385K | 0.27% | 78 |
|
|
2019
Q4 | $435K | Sell |
7,192
-1,408
| -16% | -$82.2K | 0.22% | 73 |
|
|
2019
Q3 | $501K | Buy |
8,600
+2,600
| +43% | +$141K | 0.25% | 71 |
|
|
2019
Q2 | $307K | Sell |
6,000
-200
| -3% | -$9.84K | 0.3% | 56 |
|
|
2019
Q1 | $300K | Buy |
6,200
+200
| +3% | +$9.14K | 0.26% | 53 |
|
|
2018
Q4 | $261K | Buy |
+6,000
| New | +$262K | 0.26% | 49 |
|
Other funds holding NEE
Robertson Stephens Wealth Management's NEE Position: Q2 2026 in Review
Robertson Stephens Wealth Management reduced its NextEra Energy (NEE) stake by 11% in Q2 2026, selling an estimated $188K and leaving 17,604 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #247.
Robertson Stephens Wealth Management first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.15M in Q3 2024. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Robertson Stephens Wealth Management held 17,604 shares of NextEra Energy worth $1.55M as of Q2 2026.
- Robertson Stephens Wealth Management sold 2,073 NextEra Energy shares in Q2 2026, an estimated $188K.
- NextEra Energy made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #247 holding.
- Robertson Stephens Wealth Management first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
- Robertson Stephens Wealth Management's NextEra Energy position peaked at $2.15M in Q3 2024.
- 3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.