Scholtz & Company’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 | $393K | Sell |
4,227
-432
| -9% | -$38.4K | 0.2% | 40 |
|
|
2025
Q4 | $374K | Hold |
4,659
| – | – | 0.16% | 44 |
|
|
2025
Q3 | $352K | Buy |
4,659
+200
| +4% | +$14.6K | 0.15% | 46 |
|
|
2025
Q2 | $310K | Buy |
4,459
+12
| +0.3% | +$834 | 0.14% | 47 |
|
|
2025
Q1 | $315K | Buy |
+4,447
| New | +$314K | 0.16% | 47 |
|
|
2024
Q4 | – | Sell |
-2,800
| Closed | -$237K | – | 57 |
|
|
2024
Q3 | $237K | Buy |
+2,800
| New | +$219K | 0.11% | 48 |
|
|
2024
Q1 | – | Sell |
-3,625
| Closed | -$220K | – | 61 |
|
|
2023
Q4 | $220K | Buy |
+3,625
| New | +$207K | 0.11% | 64 |
|
|
2023
Q3 | – | Sell |
-3,510
| Closed | -$260K | – | 47 |
|
|
2023
Q2 | $260K | Sell |
3,510
-30
| -0.8% | -$2.27K | 0.16% | 34 |
|
|
2023
Q1 | $273K | Buy |
+3,540
| New | +$272K | 0.19% | 31 |
|
|
2022
Q2 | – | Sell |
-12,338
| Closed | -$1.04M | – | 53 |
|
|
2022
Q1 | $1.04M | Sell |
12,338
-6,188
| -33% | -$496K | 0.41% | 40 |
|
|
2021
Q4 | $1.73M | Sell |
18,526
-965
| -5% | -$83.4K | 0.56% | 40 |
|
|
2021
Q3 | $1.53M | Buy |
19,491
+107
| +0.6% | +$8.63K | 0.54% | 40 |
|
|
2021
Q2 | $1.42M | Buy |
19,384
+575
| +3% | +$43.2K | 0.49% | 44 |
|
|
2021
Q1 | $1.42M | Buy |
18,809
+313
| +2% | +$24.4K | 0.54% | 41 |
|
|
2020
Q4 | $1.43M | Buy |
18,496
+876
| +5% | +$65.5K | 0.56% | 44 |
|
|
2020
Q3 | $1.22M | Buy |
17,620
+400
| +2% | +$27.6K | 0.53% | 42 |
|
|
2020
Q2 | $1.03M | Sell |
17,220
-49,704
| -74% | -$2.98M | 0.52% | 40 |
|
|
2020
Q1 | $4.03M | Sell |
66,924
-51,256
| -43% | -$3.22M | 3.08% | 9 |
|
|
2019
Q4 | $7.16M | Sell |
118,180
-7,192
| -6% | -$420K | 4.15% | 5 |
|
|
2019
Q3 | $7.3M | Buy |
125,372
+8,124
| +7% | +$440K | 4.88% | 5 |
|
|
2019
Q2 | $6M | Buy |
117,248
+6,892
| +6% | +$339K | 3.89% | 8 |
|
|
2019
Q1 | $5.33M | Buy |
110,356
+58,860
| +114% | +$2.69M | 3.56% | 9 |
|
|
2018
Q4 | $2.24M | Buy |
51,496
+37,736
| +274% | +$1.65M | 1.94% | 22 |
|
|
2018
Q3 | $577K | Buy |
13,760
+7,780
| +130% | +$331K | 0.36% | 41 |
|
|
2018
Q2 | $250K | Buy |
+5,980
| New | +$241K | 0.18% | 50 |
|
|
2016
Q3 | – | Sell |
-128,200
| Closed | -$4.18M | – | 36 |
|
|
2016
Q2 | $4.18M | Sell |
128,200
-960
| -0.7% | -$28.8K | 4.3% | 3 |
|
|
2016
Q1 | $3.82M | Buy |
+129,160
| New | +$3.63M | 3.82% | 10 |
|
|
2014
Q4 | – | Sell |
-10,548
| Closed | -$248K | – | 61 |
|
|
2014
Q3 | $248K | Sell |
10,548
-5,252
| -33% | -$127K | 0.24% | 54 |
|
|
2014
Q2 | $405K | Hold |
15,800
| – | – | 0.38% | 46 |
|
|
2014
Q1 | $378K | Buy |
+15,800
| New | +$358K | 0.41% | 50 |
|
Other funds holding NEE
VCM
VPM
Scholtz & Company's NEE Position: Q1 2026 in Review
Scholtz & Company reduced its NextEra Energy (NEE) stake by 9.3% in Q1 2026, selling an estimated $38.4K and leaving 4,227 shares worth $393K. The position accounts for 0.2% of the portfolio, ranked #40.
Scholtz & Company first reported a position in NEE in Q1 2014 and has held it in 30 quarters since. The position peaked at $7.3M in Q3 2019. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Scholtz & Company held 4,227 shares of NextEra Energy worth $393K as of Q1 2026.
- Scholtz & Company sold 432 NextEra Energy shares in Q1 2026, an estimated $38.4K.
- NextEra Energy made up 0.2% of Scholtz & Company's portfolio in Q1 2026, its #40 holding.
- Scholtz & Company first reported a position in NextEra Energy in Q1 2014 and has held it in 30 quarters since.
- Scholtz & Company's NextEra Energy position peaked at $7.3M in Q3 2019.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.