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Sigma Planning Corp’s NextEra Energy NEE Stock Holding History

Sigma Planning Corp’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 		$10.3M Sell
110,611
-6,589
-6% -$586K 0.29% 62
2025
Q4 		$9.4M Buy
117,200
+12,766
+12% +$1.06M 0.26% 68
2025
Q3 		$7.88M Sell
104,434
-360
-0.3% -$26.3K 0.22% 81
2025
Q2 		$7.27M Sell
104,794
-4,620
-4% -$321K 0.22% 83
2025
Q1 		$7.76M Sell
109,414
-5,388
-5% -$380K 0.25% 77
2024
Q4 		$8.23M Sell
114,802
-5,203
-4% -$404K 0.26% 63
2024
Q3 		$10.1M Buy
120,005
+1,329
+1% +$104K 0.31% 59
2024
Q2 		$8.4M Sell
118,676
-4,666
-4% -$331K 0.27% 69
2024
Q1 		$7.88M Buy
123,342
+63,076
+105% +$3.7M 0.25% 75
2023
Q4 		$3.66M Sell
60,266
-63,586
-51% -$3.62M 0.29% 70
2023
Q3 		$7.1M Buy
123,852
+2,007
+2% +$139K 0.27% 71
2023
Q2 		$9.04M Sell
121,845
-11,526
-9% -$873K 0.32% 51
2023
Q1 		$10.3M Sell
133,371
-21,030
-14% -$1.62M 0.34% 51
2022
Q4 		$12.9M Sell
154,401
-945
-0.6% -$76.3K 0.46% 41
2022
Q3 		$12.2M Buy
155,346
+13,057
+9% +$1.11M 0.46% 36
2022
Q2 		$11M Sell
142,289
-983
-0.7% -$74.8K 0.38% 48
2022
Q1 		$12.1M Buy
143,272
+2,439
+2% +$195K 0.36% 48
2021
Q4 		$13.1M Buy
140,833
+17,985
+15% +$1.55M 0.37% 48
2021
Q3 		$9.65M Sell
122,848
-4,427
-3% -$357K 0.29% 65
2021
Q2 		$9.33M Sell
127,275
-19,281
-13% -$1.45M 0.28% 69
2021
Q1 		$11.1M Sell
146,556
-34,557
-19% -$2.7M 0.35% 56
2020
Q4 		$14M Buy
181,113
+34,013
+23% +$2.54M 0.48% 36
2020
Q3 		$10.2M Sell
147,100
-16
-0% -$1.1K 0.4% 46
2020
Q2 		$8.83M Buy
147,116
+9,300
+7% +$557K 0.39% 45
2020
Q1 		$8.29M Buy
137,816
+10,788
+8% +$678K 0.49% 34
2019
Q4 		$7.69M Sell
127,028
-101,660
-44% -$5.94M 0.32% 49
2019
Q3 		$13.3M Buy
228,688
+8,400
+4% +$455K 0.64% 23
2019
Q2 		$11.3M Buy
220,288
+31,352
+17% +$1.54M 0.58% 26
2019
Q1 		$9.13M Buy
188,936
+4,744
+3% +$217K 0.52% 33
2018
Q4 		$8M Buy
184,192
+81,912
+80% +$3.58M 0.58% 32
2018
Q3 		$4.29M Buy
102,280
+14,264
+16% +$607K 0.25% 83
2018
Q2 		$3.67M Sell
88,016
-6,184
-7% -$250K 0.25% 88
2018
Q1 		$3.85M Buy
94,200
+6,548
+7% +$253K 0.28% 75
2017
Q4 		$3.42M Buy
87,652
+1,716
+2% +$66.3K 0.26% 90
2017
Q3 		$3.15M Buy
85,936
+21,484
+33% +$787K 0.26% 83
2017
Q2 		$2.26M Buy
64,452
+2,480
+4% +$84.8K 0.21% 120
2017
Q1 		$1.99M Buy
61,972
+7,540
+14% +$237K 0.19% 134
2016
Q4 		$1.63M Sell
54,432
-7,616
-12% -$228K 0.18% 137
2016
Q3 		$1.9M Buy
62,048
+2,688
+5% +$84.7K 0.22% 104
2016
Q2 		$1.94M Sell
59,360
-204
-0.3% -$6.13K 0.25% 87
2016
Q1 		$1.76M Buy
59,564
+5,444
+10% +$153K 0.24% 93
2015
Q4 		$1.41M Sell
54,120
-1,596
-3% -$40.4K 0.2% 114
2015
Q3 		$1.36M Buy
55,716
+2,296
+4% +$58.4K 0.22% 107
2015
Q2 		$1.31M Buy
53,420
+656
+1% +$16.7K 0.18% 144
2015
Q1 		$1.37M Buy
52,764
+1,568
+3% +$41.4K 0.18% 137
2014
Q4 		$1.36M Buy
+51,196
New +$1.29M 0.18% 134

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sigma Planning Corp's NEE Position: Q1 2026 in Review

Sigma Planning Corp reduced its NextEra Energy (NEE) stake by 5.6% in Q1 2026, selling an estimated $586K and leaving 110,611 shares worth $10.3M. The position accounts for 0.29% of the portfolio, ranked #62.

Sigma Planning Corp first reported a position in NEE in Q4 2014 and has held it in 46 quarters since. The position peaked at $14M in Q4 2020. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Sigma Planning Corp held 110,611 shares of NextEra Energy worth $10.3M as of Q1 2026.
  • Sigma Planning Corp sold 6,589 NextEra Energy shares in Q1 2026, an estimated $586K.
  • NextEra Energy made up 0.29% of Sigma Planning Corp's portfolio in Q1 2026, its #62 holding.
  • Sigma Planning Corp first reported a position in NextEra Energy in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's NextEra Energy position peaked at $14M in Q4 2020.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.