SeaBridge Investment Advisors’s NextEra Energy NEE Stock Holding History

SeaBridge Investment Advisors’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 Q2	$671K	Buy	7,646 +3,773	+97%	+$341K	0.1%	126
2026 Q1	$360K	Buy	3,873 +53	+1%	+$4.71K	0.06%	150
2025 Q4	$307K	Buy	3,820 +388	+11%	+$32.1K	0.05%	166
2025 Q3	$259K	Buy	+3,432	New	+$251K	0.04%	179
2020 Q4	–	Sell	-600	Closed	-$42K	–	208
2020 Q3	$42K	Hold	600	–	–	0.02%	173
2020 Q2	$36K	Hold	600	–	–	0.01%	180
2020 Q1	$36K	Hold	600	–	–	0.02%	178
2019 Q4	$36K	Hold	600	–	–	0.01%	187
2019 Q3	$35K	Hold	600	–	–	0.01%	195
2019 Q2	$31K	Hold	600	–	–	0.01%	198
2019 Q1	$29K	Hold	600	–	–	0.01%	198
2018 Q4	$26K	Hold	600	–	–	0.01%	196
2018 Q3	$25K	Hold	600	–	–	0.01%	186
2018 Q2	$25K	Hold	600	–	–	0.01%	192
2018 Q1	$24K	Hold	600	–	–	0.01%	186
2017 Q4	$23K	Hold	600	–	–	0.01%	199
2017 Q3	$22K	Hold	600	–	–	0.01%	197
2017 Q2	$21K	Hold	600	–	–	0.01%	199
2017 Q1	$19K	Buy	+600	New	+$18.9K	﹤0.01%	205
2016 Q2	–	Sell	-1,200	Closed	-$36K	–	271
2016 Q1	$36K	Hold	1,200	–	–	0.01%	181
2015 Q4	$31K	Hold	1,200	–	–	0.01%	184
2015 Q3	$29K	Hold	1,200	–	–	0.01%	184
2015 Q2	$29K	Hold	1,200	–	–	0.01%	178
2015 Q1	$31K	Hold	1,200	–	–	0.01%	180
2014 Q4	$32K	Hold	1,200	–	–	0.01%	186
2014 Q3	$28K	Hold	1,200	–	–	0.01%	171
2014 Q2	$31K	Hold	1,200	–	–	0.01%	182
2014 Q1	$29K	Hold	1,200	–	–	0.01%	173
2013 Q4	$26K	Hold	1,200	–	–	0.01%	186
2013 Q3	$24K	Sell	1,200 -880	-42%	-$18.2K	0.01%	187
2013 Q2	$42K	Buy	+2,080	New	+$41.3K	0.01%	172

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

SeaBridge Investment Advisors's NEE Position: Q2 2026 in Review

SeaBridge Investment Advisors increased its NextEra Energy (NEE) stake by 97% in Q2 2026, buying an estimated $341K and bringing the position to 7,646 shares worth $671K. The position accounts for 0.1% of the portfolio, ranked #126.

SeaBridge Investment Advisors first reported a position in NEE in Q2 2013 and has held it in 31 quarters since. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

SeaBridge Investment Advisors held 7,646 shares of NextEra Energy worth $671K as of Q2 2026.
SeaBridge Investment Advisors bought 3,773 NextEra Energy shares in Q2 2026, an estimated $341K.
NextEra Energy made up 0.1% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #126 holding.
SeaBridge Investment Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 31 quarters since.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.