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Stamos Capital Partners’s NextEra Energy NEE Stock Holding History

Stamos Capital Partners’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 		$8.39M Sell
90,373
-7,610
-8% -$677K 1.31% 14
2025
Q4 		$7.87M Sell
97,983
-19,374
-17% -$1.6M 1.26% 16
2025
Q3 		$8.86M Sell
117,357
-41,797
-26% -$3.05M 1.67% 11
2025
Q2 		$11M Buy
159,154
+71,989
+83% +$5M 1.98% 9
2025
Q1 		$6.18M Sell
87,165
-24,855
-22% -$1.75M 1.62% 10
2024
Q4 		$8.03M Buy
112,020
+52,800
+89% +$4.1M 1.88% 9
2024
Q3 		$5.01M Sell
59,220
-12,180
-17% -$951K 1.18% 24
2024
Q2 		$5.06M Sell
71,400
-15,630
-18% -$1.11M 1.07% 22
2024
Q1 		$5.56M Buy
87,030
+1,050
+1% +$61.5K 1.26% 17
2023
Q4 		$5.22M Sell
85,980
-64,360
-43% -$3.67M 1.42% 19
2023
Q3 		$8.61M Buy
150,340
+71,390
+90% +$4.94M 1.92% 13
2023
Q2 		$5.86M Buy
78,950
+11,430
+17% +$865K 1.37% 19
2023
Q1 		$5.2M Buy
67,520
+23,580
+54% +$1.81M 1.34% 21
2022
Q4 		$3.67M Sell
43,940
-24,990
-36% -$2.02M 1.16% 24
2022
Q3 		$5.41M Buy
68,930
+42,730
+163% +$3.63M 1.37% 24
2022
Q2 		$2.03M Buy
26,200
+1,500
+6% +$114K 0.61% 38
2022
Q1 		$2.09M Buy
+24,700
New +$1.98M 0.7% 40
2021
Q1 		– Sell
-4,000
Closed -$309K – 51
2020
Q4 		$309K Hold
4,000
– – 0.13% 53
2020
Q3 		$278K Hold
4,000
– – 0.1% 62
2020
Q2 		$240K Sell
4,000
-8,248
-67% -$494K 0.14% 49
2020
Q1 		$737K Buy
12,248
+8,108
+196% +$510K 0.39% 68
2019
Q4 		$251K Sell
4,140
-660
-14% -$38.5K 0.2% 48
2019
Q3 		$280K Hold
4,800
– – 0.25% 37
2019
Q2 		$245K Sell
4,800
-4,400
-48% -$217K 0.25% 49
2019
Q1 		$431K Hold
9,200
– – 0.55% 47
2018
Q4 		$400K Buy
+9,200
New +$402K 0.3% 62

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

Stamos Capital Partners's NEE Position: Q1 2026 in Review

Stamos Capital Partners reduced its NextEra Energy (NEE) stake by 7.8% in Q1 2026, selling an estimated $677K and leaving 90,373 shares worth $8.39M. The position accounts for 1.31% of the portfolio, ranked #14.

Stamos Capital Partners first reported a position in NEE in Q4 2018 and has held it in 26 quarters since. The position peaked at $11M in Q2 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Stamos Capital Partners held 90,373 shares of NextEra Energy worth $8.39M as of Q1 2026.
  • Stamos Capital Partners sold 7,610 NextEra Energy shares in Q1 2026, an estimated $677K.
  • NextEra Energy made up 1.31% of Stamos Capital Partners's portfolio in Q1 2026, its #14 holding.
  • Stamos Capital Partners first reported a position in NextEra Energy in Q4 2018 and has held it in 26 quarters since.
  • Stamos Capital Partners's NextEra Energy position peaked at $11M in Q2 2025.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.