SFE Investment Counsel’s NextEra Energy NEE Stock Holding History

SFE Investment Counsel’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	$16.2M	Sell	174,906 -8,414	-5%	-$748K	2.56%	8
2025 Q4	$14.7M	Buy	183,320 +465	+0.3%	+$38.5K	2.25%	11
2025 Q3	$13.8M	Buy	182,855 +4,666	+3%	+$341K	2.2%	11
2025 Q2	$12.4M	Buy	178,189 +11,455	+7%	+$796K	2.18%	10
2025 Q1	$11.8M	Buy	166,734 +16,206	+11%	+$1.14M	2.36%	9
2024 Q4	$10.8M	Sell	150,528 -4,684	-3%	-$364K	2.29%	10
2024 Q3	$13.1M	Sell	155,212 -2,272	-1%	-$177K	2.73%	7
2024 Q2	$11.2M	Sell	157,484 -2,970	-2%	-$211K	2.47%	10
2024 Q1	$10.3M	Buy	160,454 +51,055	+47%	+$2.99M	2.32%	10
2023 Q4	$6.64M	Buy	109,399 +27,665	+34%	+$1.58M	1.73%	14
2023 Q3	$4.68M	Buy	81,734 +22,555	+38%	+$1.56M	1.36%	27
2023 Q2	$4.39M	Buy	59,179 +4,468	+8%	+$338K	1.24%	31
2023 Q1	$4.15M	Buy	54,711 +7,385	+16%	+$568K	1.28%	29
2022 Q4	$3.91M	Buy	47,326 +39	+0.1%	+$3.15K	1.22%	28
2022 Q3	$3.71M	Sell	47,287 -3,680	-7%	-$312K	1.17%	35
2022 Q2	$3.95M	Buy	50,967 +2,390	+5%	+$182K	1.18%	33
2022 Q1	$4.12M	Buy	48,577 +2,290	+5%	+$184K	1.04%	36
2021 Q4	$4.32M	Sell	46,287 -1,235	-3%	-$107K	1.11%	33
2021 Q3	$3.73M	Buy	47,522 +610	+1%	+$49.2K	1.05%	36
2021 Q2	$3.44M	Buy	46,912 +613	+1%	+$46K	0.95%	40
2021 Q1	$3.5M	Buy	46,299 +653	+1%	+$51K	1.02%	40
2020 Q4	$3.52M	Buy	45,646 +226	+0.5%	+$16.9K	1.12%	34
2020 Q3	$3.15M	Sell	45,420 -3,024	-6%	-$209K	1.26%	31
2020 Q2	$2.91M	Sell	48,444 -920	-2%	-$55.1K	1.29%	29
2020 Q1	$2.97M	Sell	49,364 -6,904	-12%	-$434K	1.63%	23
2019 Q4	$3.41M	Sell	56,268 -1,940	-3%	-$113K	1.39%	27
2019 Q3	$3.39M	Sell	58,208 -3,480	-6%	-$188K	1.43%	24
2019 Q2	$3.16M	Buy	61,688 +4,332	+8%	+$213K	1.35%	26
2019 Q1	$2.77M	Sell	57,356 -12,508	-18%	-$572K	1.25%	28
2018 Q4	$3.04M	Sell	69,864 -5,144	-7%	-$225K	1.55%	21
2018 Q3	$3.14M	Sell	75,008 -912	-1%	-$38.8K	1.21%	26
2018 Q2	$3.17M	Buy	75,920 +9,140	+14%	+$369K	1.31%	26
2018 Q1	$2.73M	Sell	66,780 -3,380	-5%	-$130K	1.41%	24
2017 Q4	$2.74M	Sell	70,160 -2,680	-4%	-$103K	1.11%	31
2017 Q3	$2.67M	Sell	72,840 -8,860	-11%	-$325K	1.12%	29
2017 Q2	$2.86M	Sell	81,700 -8,540	-9%	-$292K	1.16%	28
2017 Q1	$2.9M	Sell	90,240 -320	-0.4%	-$10.1K	1.06%	33
2016 Q4	$2.69M	Sell	90,560 -1,300	-1%	-$38.8K	1.04%	37
2016 Q3	$3M	Hold	91,860	–	–	1.44%	27
2016 Q2	$3M	Sell	91,860 -10,760	-10%	-$323K	1.39%	28
2016 Q1	$3.04M	Sell	102,620 -12,220	-11%	-$343K	1.4%	25
2015 Q4	$2.98M	Sell	114,840 -2,400	-2%	-$60.7K	1.42%	26
2015 Q3	$2.86M	Buy	117,240 +1,580	+1%	+$40.2K	1.36%	27
2015 Q2	$2.83M	Sell	115,660 -8,724	-7%	-$222K	1.15%	32
2015 Q1	$3.24M	Buy	124,384 +364	+0.3%	+$9.6K	1.31%	31
2014 Q4	$3.3M	Sell	124,020 -4,020	-3%	-$102K	1.36%	31
2014 Q3	$3M	Sell	128,040 -5,768	-4%	-$139K	1.3%	32
2014 Q2	$3.43M	Sell	133,808 -4,480	-3%	-$109K	1.4%	32
2014 Q1	$3.31M	Sell	138,288 -4,116	-3%	-$93.3K	1.43%	30
2013 Q4	$3.05M	Buy	142,404 +1,776	+1%	+$37.4K	1.33%	32
2013 Q3	$2.82M	Sell	140,628 -2,180	-2%	-$45K	1.36%	30
2013 Q2	$2.91M	Buy	+142,808	New	+$2.83M	1.5%	26

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

SFE Investment Counsel's NEE Position: Q1 2026 in Review

SFE Investment Counsel reduced its NextEra Energy (NEE) stake by 4.6% in Q1 2026, selling an estimated $748K and leaving 174,906 shares worth $16.2M. The position accounts for 2.56% of the portfolio, ranked #8.

SFE Investment Counsel first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

SFE Investment Counsel held 174,906 shares of NextEra Energy worth $16.2M as of Q1 2026.
SFE Investment Counsel sold 8,414 NextEra Energy shares in Q1 2026, an estimated $748K.
NextEra Energy made up 2.56% of SFE Investment Counsel's portfolio in Q1 2026, its #8 holding.
SFE Investment Counsel first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.