SlateStone Wealth’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
Q2 | $14.5M | Buy |
165,493
+3,344
| +2% | +$302K | 1.11% | 27 |
|
|
2026
Q1 | $15.1M | Buy |
162,149
+5,220
| +3% | +$464K | 1.24% | 21 |
|
|
2025
Q4 | $12.6M | Buy |
156,929
+1,752
| +1% | +$145K | 1.05% | 25 |
|
|
2025
Q3 | $11.7M | Buy |
155,177
+2,462
| +2% | +$180K | 1.01% | 27 |
|
|
2025
Q2 | $10.6M | Buy |
152,715
+1,783
| +1% | +$124K | 0.99% | 29 |
|
|
2025
Q1 | $10.7M | Sell |
150,932
-766
| -0.5% | -$54.1K | 1.07% | 29 |
|
|
2024
Q4 | $10.9M | Buy |
151,698
+3,575
| +2% | +$278K | 1.07% | 25 |
|
|
2024
Q3 | $12.5M | Buy |
148,123
+44,898
| +43% | +$3.5M | 1.13% | 21 |
|
|
2024
Q2 | $7.31M | Sell |
103,225
-34,373
| -25% | -$2.44M | 0.79% | 34 |
|
|
2024
Q1 | $8.79M | Buy |
137,598
+55,792
| +68% | +$3.27M | 0.88% | 32 |
|
|
2023
Q4 | $4.97M | Buy |
81,806
+1,357
| +2% | +$77.3K | 0.64% | 45 |
|
|
2023
Q3 | $4.61M | Buy |
80,449
+60,137
| +296% | +$4.16M | 0.67% | 42 |
|
|
2023
Q2 | $1.51M | Sell |
20,312
-635
| -3% | -$48.1K | 0.28% | 73 |
|
|
2023
Q1 | $1.61M | Buy |
20,947
+2,892
| +16% | +$222K | 0.33% | 72 |
|
|
2022
Q4 | $1.51M | Buy |
18,055
+5,071
| +39% | +$410K | 0.36% | 65 |
|
|
2022
Q3 | $1.02M | Buy |
12,984
+639
| +5% | +$54.2K | 0.27% | 78 |
|
|
2022
Q2 | $956K | Buy |
12,345
+718
| +6% | +$54.7K | 0.24% | 80 |
|
|
2022
Q1 | $985K | Sell |
11,627
-3,054
| -21% | -$245K | 0.22% | 76 |
|
|
2021
Q4 | $1.37M | Buy |
14,681
+288
| +2% | +$24.9K | 0.29% | 70 |
|
|
2021
Q3 | $1.13M | Buy |
14,393
+750
| +5% | +$60.5K | 0.26% | 80 |
|
|
2021
Q2 | $1M | Buy |
13,643
+4,806
| +54% | +$361K | 0.23% | 86 |
|
|
2021
Q1 | $668K | Sell |
8,837
-663
| -7% | -$51.7K | 0.17% | 97 |
|
|
2020
Q4 | $733K | Sell |
9,500
-17,788
| -65% | -$1.33M | 0.18% | 98 |
|
|
2020
Q3 | $1.89M | Buy |
27,288
+392
| +1% | +$27.1K | 0.41% | 66 |
|
|
2020
Q2 | $1.61M | Buy |
26,896
+3,100
| +13% | +$186K | 0.36% | 73 |
|
|
2020
Q1 | $1.43M | Sell |
23,796
-584
| -2% | -$36.7K | 0.41% | 64 |
|
|
2019
Q4 | $1.48M | Buy |
24,380
+5,588
| +30% | +$326K | 0.34% | 81 |
|
|
2019
Q3 | $1.09M | Sell |
18,792
-24
| -0.1% | -$1.3K | 0.32% | 77 |
|
|
2019
Q2 | $964K | Buy |
18,816
+960
| +5% | +$47.2K | 0.27% | 82 |
|
|
2019
Q1 | $863K | Buy |
17,856
+3,088
| +21% | +$141K | 0.27% | 77 |
|
|
2018
Q4 | $642K | Buy |
+14,768
| New | +$646K | 0.3% | 66 |
|
Other funds holding NEE
SlateStone Wealth's NEE Position: Q2 2026 in Review
SlateStone Wealth increased its NextEra Energy (NEE) stake by 2.1% in Q2 2026, buying an estimated $302K and bringing the position to 165,493 shares worth $14.5M. The position accounts for 1.11% of the portfolio, ranked #27.
SlateStone Wealth first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.1M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- SlateStone Wealth held 165,493 shares of NextEra Energy worth $14.5M as of Q2 2026.
- SlateStone Wealth bought 3,344 NextEra Energy shares in Q2 2026, an estimated $302K.
- NextEra Energy made up 1.11% of SlateStone Wealth's portfolio in Q2 2026, its #27 holding.
- SlateStone Wealth first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
- SlateStone Wealth's NextEra Energy position peaked at $15.1M in Q1 2026.
- 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.