Smith Salley Wealth Management’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
Q1 | $33.8M | Buy |
363,765
+9,327
| +3% | +$829K | 1.7% | 16 |
|
|
2025
Q4 | $28.5M | Buy |
354,438
+3,526
| +1% | +$292K | 1.41% | 20 |
|
|
2025
Q3 | $26.5M | Buy |
350,912
+13,187
| +4% | +$964K | 1.36% | 21 |
|
|
2025
Q2 | $23.4M | Buy |
337,725
+10,756
| +3% | +$747K | 1.36% | 22 |
|
|
2025
Q1 | $23.2M | Buy |
326,969
+33,962
| +12% | +$2.4M | 1.52% | 18 |
|
|
2024
Q4 | $21M | Buy |
293,007
+1,865
| +0.6% | +$145K | 1.35% | 20 |
|
|
2024
Q3 | $24.6M | Buy |
291,142
+10,150
| +4% | +$792K | 1.61% | 15 |
|
|
2024
Q2 | $19.9M | Buy |
280,992
+10,939
| +4% | +$776K | 1.43% | 22 |
|
|
2024
Q1 | $17.3M | Sell |
270,053
-41,656
| -13% | -$2.44M | 1.34% | 26 |
|
|
2023
Q4 | $18.9M | Buy |
311,709
+59,120
| +23% | +$3.37M | 1.22% | 32 |
|
|
2023
Q3 | $14.5M | Buy |
252,589
+107,891
| +75% | +$7.47M | 1.07% | 34 |
|
|
2023
Q2 | $10.7M | Buy |
144,698
+2,857
| +2% | +$216K | 0.79% | 41 |
|
|
2023
Q1 | $10.9M | Buy |
141,841
+133,408
| +1,582% | +$10.3M | 0.87% | 39 |
|
|
2022
Q4 | $705K | Buy |
8,433
+410
| +5% | +$33.1K | 0.06% | 144 |
|
|
2022
Q3 | $629K | Sell |
8,023
-41
| -0.5% | -$3.48K | 0.06% | 149 |
|
|
2022
Q2 | $625K | Buy |
8,064
+89
| +1% | +$6.78K | 0.05% | 151 |
|
|
2022
Q1 | $676K | Sell |
7,975
-57
| -0.7% | -$4.57K | 0.05% | 165 |
|
|
2021
Q4 | $750K | Buy |
8,032
+126
| +2% | +$10.9K | 0.05% | 167 |
|
|
2021
Q3 | $621K | Hold |
7,906
| – | – | 0.05% | 177 |
|
|
2021
Q2 | $579K | Sell |
7,906
-392
| -5% | -$29.4K | 0.05% | 178 |
|
|
2021
Q1 | $627K | Sell |
8,298
-396
| -5% | -$30.9K | 0.06% | 159 |
|
|
2020
Q4 | $671K | Buy |
8,694
+502
| +6% | +$37.6K | 0.07% | 139 |
|
|
2020
Q3 | $568K | Buy |
8,192
+168
| +2% | +$11.6K | 0.07% | 123 |
|
|
2020
Q2 | $482K | Sell |
8,024
-20
| -0.2% | -$1.2K | 0.06% | 128 |
|
|
2020
Q1 | $484K | Sell |
8,044
-436
| -5% | -$27.4K | 0.08% | 122 |
|
|
2019
Q4 | $513K | Buy |
8,480
+240
| +3% | +$14K | 0.07% | 125 |
|
|
2019
Q3 | $480K | Buy |
8,240
+300
| +4% | +$16.2K | 0.07% | 127 |
|
|
2019
Q2 | $407K | Buy |
7,940
+380
| +5% | +$18.7K | 0.06% | 135 |
|
|
2019
Q1 | $365K | Sell |
7,560
-60
| -0.8% | -$2.74K | 0.06% | 139 |
|
|
2018
Q4 | $331K | Buy |
7,620
+20
| +0.3% | +$875 | 0.06% | 133 |
|
|
2018
Q3 | $318K | Buy |
7,600
+60
| +0.8% | +$2.55K | 0.05% | 150 |
|
|
2018
Q2 | $315K | Hold |
7,540
| – | – | 0.05% | 145 |
|
|
2018
Q1 | $308K | Buy |
+7,540
| New | +$291K | 0.06% | 140 |
|
Other funds holding NEE
VCM
VPM
Smith Salley Wealth Management's NEE Position: Q1 2026 in Review
Smith Salley Wealth Management increased its NextEra Energy (NEE) stake by 2.6% in Q1 2026, buying an estimated $829K and bringing the position to 363,765 shares worth $33.8M. The position accounts for 1.7% of the portfolio, ranked #16.
Smith Salley Wealth Management first reported a position in NEE in Q1 2018 and has held it in 33 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Smith Salley Wealth Management held 363,765 shares of NextEra Energy worth $33.8M as of Q1 2026.
- Smith Salley Wealth Management bought 9,327 NextEra Energy shares in Q1 2026, an estimated $829K.
- NextEra Energy made up 1.7% of Smith Salley Wealth Management's portfolio in Q1 2026, its #16 holding.
- Smith Salley Wealth Management first reported a position in NextEra Energy in Q1 2018 and has held it in 33 quarters since.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.