Somerset Group’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 | $4.58M | Sell |
49,771
-303
| -0.6% | -$26.9K | 3.4% | 8 |
|
|
2025
Q4 | $3.92M | Sell |
50,074
-27
| -0.1% | -$2.24K | 2.96% | 9 |
|
|
2025
Q3 | $3.78M | Sell |
50,101
-4,045
| -7% | -$296K | 3% | 11 |
|
|
2025
Q2 | $3.76M | Buy |
54,146
+506
| +0.9% | +$35.1K | 3.18% | 10 |
|
|
2025
Q1 | $3.8M | Buy |
53,640
+1,640
| +3% | +$116K | 3.46% | 9 |
|
|
2024
Q4 | $3.73M | Sell |
52,000
-164
| -0.3% | -$12.7K | 3.41% | 9 |
|
|
2024
Q3 | $4.41M | Sell |
52,164
-20
| -0% | -$1.56K | 4.07% | 7 |
|
|
2024
Q2 | $3.7M | Buy |
52,184
+175
| +0.3% | +$12.4K | 3.28% | 8 |
|
|
2024
Q1 | $3.32M | Sell |
52,009
-4,188
| -7% | -$245K | 3.12% | 9 |
|
|
2023
Q4 | $3.41M | Buy |
56,197
+260
| +0.5% | +$14.8K | 2.87% | 12 |
|
|
2023
Q3 | $3.2M | Sell |
55,937
-2,144
| -4% | -$148K | 3.02% | 9 |
|
|
2023
Q2 | $4.31M | Sell |
58,081
-77
| -0.1% | -$5.83K | 3.6% | 7 |
|
|
2023
Q1 | $4.48M | Sell |
58,158
-47
| -0.1% | -$3.61K | 3.9% | 7 |
|
|
2022
Q4 | $4.87M | Buy |
58,205
+40
| +0.1% | +$3.23K | 4.29% | 6 |
|
|
2022
Q3 | $4.56M | Sell |
58,165
-50
| -0.1% | -$4.24K | 4.17% | 7 |
|
|
2022
Q2 | $4.51M | Sell |
58,215
-102
| -0.2% | -$7.76K | 3.89% | 7 |
|
|
2022
Q1 | $4.94M | Sell |
58,317
-12
| -0% | -$962 | 3.54% | 8 |
|
|
2021
Q4 | $5.45M | Sell |
58,329
-45
| -0.1% | -$3.89K | 3.67% | 7 |
|
|
2021
Q3 | $4.58M | Sell |
58,374
-510
| -0.9% | -$41.1K | 3.31% | 8 |
|
|
2021
Q2 | $4.32M | Sell |
58,884
-50
| -0.1% | -$3.75K | 3.08% | 8 |
|
|
2021
Q1 | $4.46M | Sell |
58,934
-70
| -0.1% | -$5.46K | 3.36% | 8 |
|
|
2020
Q4 | $4.55M | Buy |
59,004
+976
| +2% | +$73K | 3.63% | 9 |
|
|
2020
Q3 | $4.03M | Buy |
58,028
+32
| +0.1% | +$2.21K | 3.65% | 9 |
|
|
2020
Q2 | $3.48M | Sell |
57,996
-660
| -1% | -$39.5K | 3.41% | 9 |
|
|
2020
Q1 | $3.53M | Buy |
58,656
+52
| +0.1% | +$3.27K | 4.06% | 7 |
|
|
2019
Q4 | $3.55M | Sell |
58,604
-4,124
| -7% | -$241K | 3.09% | 7 |
|
|
2019
Q3 | $3.65M | Sell |
62,728
-1,272
| -2% | -$68.8K | 3.11% | 7 |
|
|
2019
Q2 | $3.28M | Buy |
64,000
+152
| +0.2% | +$7.48K | 2.78% | 9 |
|
|
2019
Q1 | $3.09M | Buy |
63,848
+160
| +0.3% | +$7.32K | 2.59% | 9 |
|
|
2018
Q4 | $2.77M | Sell |
63,688
-108
| -0.2% | -$4.72K | 2.81% | 9 |
|
|
2018
Q3 | $2.67M | Buy |
63,796
+2,424
| +4% | +$103K | 2.15% | 11 |
|
|
2018
Q2 | $2.56M | Buy |
61,372
+27,664
| +82% | +$1.12M | 2.21% | 12 |
|
|
2018
Q1 | $1.38M | Sell |
33,708
-2,032
| -6% | -$78.4K | 1.24% | 19 |
|
|
2017
Q4 | $1.4M | Buy |
35,740
+7,788
| +28% | +$301K | 1.17% | 20 |
|
|
2017
Q3 | $1.02M | Buy |
27,952
+80
| +0.3% | +$2.93K | 0.93% | 26 |
|
|
2017
Q2 | $976K | Sell |
27,872
-1,000
| -3% | -$34.2K | 0.9% | 26 |
|
|
2017
Q1 | $927K | Buy |
28,872
+2,800
| +11% | +$88K | 0.88% | 28 |
|
|
2016
Q4 | $779K | Sell |
26,072
-880
| -3% | -$26.3K | 0.77% | 33 |
|
|
2016
Q3 | $824K | Buy |
26,952
+280
| +1% | +$8.82K | 0.85% | 34 |
|
|
2016
Q2 | $870K | Hold |
26,672
| – | – | 0.91% | 30 |
|
|
2016
Q1 | $789K | Sell |
26,672
-680
| -2% | -$19.1K | 0.86% | 33 |
|
|
2015
Q4 | $710K | Hold |
27,352
| – | – | 0.75% | 35 |
|
|
2015
Q3 | $667K | Buy |
27,352
+100
| +0.4% | +$2.54K | 0.73% | 37 |
|
|
2015
Q2 | $668K | Sell |
27,252
-3,400
| -11% | -$86.4K | 0.64% | 41 |
|
|
2015
Q1 | $797K | Sell |
30,652
-1,700
| -5% | -$44.8K | 0.71% | 39 |
|
|
2014
Q4 | $860K | Sell |
32,352
-1,000
| -3% | -$25.3K | 0.76% | 35 |
|
|
2014
Q3 | $783K | Hold |
33,352
| – | – | 0.72% | 40 |
|
|
2014
Q2 | $854K | Sell |
33,352
-200
| -0.6% | -$4.87K | 0.78% | 37 |
|
|
2014
Q1 | $802K | Sell |
33,552
-20,000
| -37% | -$453K | 0.77% | 38 |
|
|
2013
Q4 | $1.15M | Sell |
53,552
-15,000
| -22% | -$316K | 0.9% | 34 |
|
|
2013
Q3 | $1.37M | Hold |
68,552
| – | – | 1.02% | 34 |
|
|
2013
Q2 | $1.4M | Buy |
+68,552
| New | +$1.36M | 1.04% | 32 |
|
Other funds holding NEE
VCM
VPM
Somerset Group's NEE Position: Q1 2026 in Review
Somerset Group reduced its NextEra Energy (NEE) stake by 0.61% in Q1 2026, selling an estimated $26.9K and leaving 49,771 shares worth $4.58M. The position accounts for 3.4% of the portfolio, ranked #8.
Somerset Group first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.45M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Somerset Group held 49,771 shares of NextEra Energy worth $4.58M as of Q1 2026.
- Somerset Group sold 303 NextEra Energy shares in Q1 2026, an estimated $26.9K.
- NextEra Energy made up 3.4% of Somerset Group's portfolio in Q1 2026, its #8 holding.
- Somerset Group first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- Somerset Group's NextEra Energy position peaked at $5.45M in Q4 2021.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Somerset Group's 13F filing for Q1 2026, filed 13 May 2026.