Segall Bryant & Hamill’s NextEra Energy NEE Stock Holding History

Segall Bryant & Hamill’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
2025 Q4	–	Sell	-45,501	Closed	-$3.43M	–	619
2025 Q3	$3.43M	Sell	45,501 -1,795	-4%	-$131K	0.05%	350
2025 Q2	$3.28M	Hold	47,296	–	–	0.05%	363
2025 Q1	$3.35M	Sell	47,296 -299	-0.6%	-$21.1K	0.05%	364
2024 Q4	$3.41M	Sell	47,595 -372	-0.8%	-$28.9K	0.05%	385
2024 Q3	$4.05M	Buy	+47,967	New	+$3.74M	0.06%	360
2023 Q4	–	Sell	-299,335	Closed	-$17.1M	–	425
2023 Q3	$17.1M	Sell	299,335 -3,450	-1%	-$239K	0.2%	135
2023 Q2	$22.5M	Sell	302,785 -3,028	-1%	-$229K	0.24%	119
2023 Q1	$23.6M	Sell	305,813 -263	-0.1%	-$20.2K	0.25%	118
2022 Q4	$25.6M	Buy	306,076 +1,659	+0.5%	+$134K	0.29%	105
2022 Q3	$23.9M	Buy	304,417 +140	+0%	+$11.9K	0.28%	104
2022 Q2	$23.5M	Sell	304,277 -5,029	-2%	-$383K	0.27%	111
2022 Q1	$26.2M	Buy	309,306 +93,669	+43%	+$7.51M	0.25%	112
2021 Q4	$20.1M	Buy	215,637 +11,498	+6%	+$994K	0.19%	141
2021 Q3	$16M	Buy	204,139 +22,497	+12%	+$1.81M	0.15%	158
2021 Q2	$13.3M	Buy	181,642 +50,087	+38%	+$3.76M	0.13%	181
2021 Q1	$9.94M	Buy	131,555 +4,093	+3%	+$319K	0.1%	218
2020 Q4	$9.84M	Sell	127,462 -2,110	-2%	-$158K	0.11%	198
2020 Q3	$9.01M	Sell	129,572 -432	-0.3%	-$29.8K	0.12%	181
2020 Q2	$7.8M	Buy	130,004 +5,672	+5%	+$339K	0.13%	163
2020 Q1	$7.47M	Sell	124,332 -40	-0%	-$2.51K	0.15%	137
2019 Q4	$7.51M	Sell	124,372 -5,024	-4%	-$293K	0.12%	179
2019 Q3	$7.54M	Hold	129,396	–	–	0.12%	213
2019 Q2	$6.61M	Buy	129,396 +4,748	+4%	+$234K	0.1%	232
2019 Q1	$6.03M	Buy	124,648 +108	+0.1%	+$4.94K	0.09%	245
2018 Q4	$5.41M	Sell	124,540 -4,032	-3%	-$176K	0.09%	252
2018 Q3	$5.39M	Sell	128,572 -1,308	-1%	-$55.7K	0.08%	273
2018 Q2	$5.42M	Buy	129,880 +9,200	+8%	+$372K	0.08%	276
2018 Q1	$4.93M	Sell	120,680 -3,396	-3%	-$131K	0.11%	198
2017 Q4	$4.84M	Buy	124,076 +4,528	+4%	+$175K	0.11%	204
2017 Q3	$4.38M	Sell	119,548 -560	-0.5%	-$20.5K	0.1%	211
2017 Q2	$4.21M	Sell	120,108 -19,800	-14%	-$677K	0.1%	218
2017 Q1	$4.49M	Sell	139,908 -760	-0.5%	-$23.9K	0.11%	192
2016 Q4	$4.2M	Buy	140,668 +1,600	+1%	+$47.8K	0.11%	199
2016 Q3	$4.25M	Sell	139,068 -2,476	-2%	-$78K	0.11%	197
2016 Q2	$4.61M	Sell	141,544 -6,240	-4%	-$187K	0.12%	181
2016 Q1	$4.37M	Sell	147,784 -6,960	-4%	-$195K	0.11%	212
2015 Q4	$4.02M	Sell	154,744 -900	-0.6%	-$22.8K	0.1%	234
2015 Q3	$3.8M	Sell	155,644 -5,280	-3%	-$134K	0.09%	242
2015 Q2	$3.94M	Buy	160,924 +5,800	+4%	+$147K	0.09%	248
2015 Q1	$4.04M	Sell	155,124 -12,000	-7%	-$317K	0.09%	242
2014 Q4	$4.44M	Sell	167,124 -600	-0.4%	-$15.2K	0.1%	235
2014 Q3	$3.94M	Sell	167,724 -3,000	-2%	-$72.4K	0.09%	236
2014 Q2	$4.37M	Sell	170,724 -35,440	-17%	-$862K	0.1%	205
2014 Q1	$4.93M	Sell	206,164 -11,364	-5%	-$257K	0.12%	200
2013 Q4	$4.66M	Sell	217,528 -10,460	-5%	-$221K	0.11%	198
2013 Q3	$4.57M	Sell	227,988 -14,300	-6%	-$295K	0.11%	203
2013 Q2	$4.93M	Buy	+242,288	New	+$4.81M	0.13%	191

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Segall Bryant & Hamill's NEE Position: Q4 2025 in Review

Segall Bryant & Hamill sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 45,501 shares — an estimated $3.43M sold.

Segall Bryant & Hamill first reported a position in NEE in Q2 2013 and held it in 47 quarters. The position peaked at $26.2M in Q1 2022. 2,956 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Segall Bryant & Hamill reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Segall Bryant & Hamill sold 45,501 NextEra Energy shares in Q4 2025, an estimated $3.43M.
Segall Bryant & Hamill first reported a position in NextEra Energy in Q2 2013 and held it in 47 quarters.
Segall Bryant & Hamill's NextEra Energy position peaked at $26.2M in Q1 2022.
2,956 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Segall Bryant & Hamill's 13F filing for Q4 2025, filed 13 Feb 2026.