Rodgers Brothers’s NextEra Energy NEE Stock Holding History

Rodgers Brothers’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	$4.64M	Sell	49,908 -1,850	-4%	-$164K	0.54%	57
2025 Q4	$4.16M	Sell	51,758 -2,750	-5%	-$228K	0.5%	57
2025 Q3	$4.11M	Sell	54,508 -1,100	-2%	-$80.4K	0.51%	56
2025 Q2	$3.86M	Sell	55,608 -263	-0.5%	-$18.3K	0.49%	60
2025 Q1	$3.96M	Sell	55,871 -525	-0.9%	-$37.1K	0.53%	55
2024 Q4	$4.04M	Sell	56,396 -250	-0.4%	-$19.4K	0.53%	58
2024 Q3	$4.79M	Buy	56,646 +900	+2%	+$70.2K	0.61%	49
2024 Q2	$3.95M	Sell	55,746 -100	-0.2%	-$7.09K	0.53%	55
2024 Q1	$3.57M	Sell	55,846 -400	-0.7%	-$23.4K	0.49%	59
2023 Q4	$3.42M	Buy	56,246 +46,100	+454%	+$2.63M	0.54%	58
2023 Q3	$581K	Buy	10,146 +1,000	+11%	+$69.2K	0.1%	150
2023 Q2	$679K	Buy	9,146 +1,250	+16%	+$94.6K	0.12%	138
2023 Q1	$609K	Hold	7,896	–	–	0.12%	142
2022 Q4	$660K	Sell	7,896 -10,032	-56%	-$810K	0.13%	131
2022 Q3	$1.41M	Hold	17,928	–	–	0.3%	87
2022 Q2	$1.39M	Buy	17,928 +750	+4%	+$57.1K	0.27%	92
2022 Q1	$1.46M	Buy	17,178 +80	+0.5%	+$6.41K	0.26%	90
2021 Q4	$1.6M	Sell	17,098 -171	-1%	-$14.8K	0.28%	88
2021 Q3	$1.36M	Sell	17,269 -1,400	-7%	-$113K	0.27%	91
2021 Q2	$1.37M	Hold	18,669	–	–	0.26%	96
2021 Q1	$1.41M	Buy	18,669 +3,950	+27%	+$308K	0.29%	91
2020 Q4	$1.14M	Sell	14,719 -313	-2%	-$23.4K	0.26%	97
2020 Q3	$1.04M	Sell	15,032 -920	-6%	-$63.5K	0.27%	95
2020 Q2	$958K	Buy	15,952 +1,212	+8%	+$72.5K	0.26%	97
2020 Q1	$887K	Sell	14,740 -396	-3%	-$24.9K	0.28%	89
2019 Q4	$916K	Sell	15,136 -964	-6%	-$56.3K	0.24%	101
2019 Q3	$938K	Sell	16,100 -7,460	-32%	-$404K	0.26%	95
2019 Q2	$1.21M	Buy	23,560 +800	+4%	+$39.4K	0.34%	78
2019 Q1	$1.1M	Buy	22,760 +608	+3%	+$27.8K	0.31%	76
2018 Q4	$963K	Buy	22,152 +1,244	+6%	+$54.4K	0.31%	75
2018 Q3	$876K	Sell	20,908 -628	-3%	-$26.7K	0.25%	87
2018 Q2	$899K	Buy	21,536 +14,284	+197%	+$577K	0.27%	83
2018 Q1	$296K	Sell	7,252 -44	-0.6%	-$1.7K	0.1%	155
2017 Q4	$285K	Sell	7,296 -1,044	-13%	-$40.3K	0.09%	150
2017 Q3	$306K	Hold	8,340	–	–	0.11%	138
2017 Q2	$292K	Buy	8,340 +208	+3%	+$7.11K	0.11%	139
2017 Q1	$261K	Buy	8,132 +132	+2%	+$4.15K	0.1%	143
2016 Q4	$239K	Hold	8,000	–	–	0.09%	149
2016 Q3	$245K	Hold	8,000	–	–	0.1%	150
2016 Q2	$261K	Hold	8,000	–	–	0.11%	143
2016 Q1	$237K	Sell	8,000 -1,800	-18%	-$50.5K	0.1%	147
2015 Q4	$255K	Hold	9,800	–	–	0.12%	134
2015 Q3	$239K	Hold	9,800	–	–	0.12%	137
2015 Q2	$240K	Hold	9,800	–	–	0.11%	139
2015 Q1	$255K	Hold	9,800	–	–	0.12%	132
2014 Q4	$260K	Hold	9,800	–	–	0.13%	130
2014 Q3	$230K	Hold	9,800	–	–	0.12%	127
2014 Q2	$251K	Sell	9,800 -1,000	-9%	-$24.3K	0.12%	128
2014 Q1	$258K	Sell	10,800 -1,200	-10%	-$27.2K	0.12%	142
2013 Q4	$257K	Hold	12,000	–	–	0.13%	139
2013 Q3	$240K	Buy	+12,000	New	+$248K	0.13%	133

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rodgers Brothers's NEE Position: Q1 2026 in Review

Rodgers Brothers reduced its NextEra Energy (NEE) stake by 3.6% in Q1 2026, selling an estimated $164K and leaving 49,908 shares worth $4.64M. The position accounts for 0.54% of the portfolio, ranked #57.

Rodgers Brothers first reported a position in NEE in Q3 2013 and has held it in 51 quarters since. The position peaked at $4.79M in Q3 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Rodgers Brothers held 49,908 shares of NextEra Energy worth $4.64M as of Q1 2026.
Rodgers Brothers sold 1,850 NextEra Energy shares in Q1 2026, an estimated $164K.
NextEra Energy made up 0.54% of Rodgers Brothers's portfolio in Q1 2026, its #57 holding.
Rodgers Brothers first reported a position in NextEra Energy in Q3 2013 and has held it in 51 quarters since.
Rodgers Brothers's NextEra Energy position peaked at $4.79M in Q3 2024.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Rodgers Brothers's 13F filing for Q1 2026, filed 14 May 2026.