Sterling Investment Counsel’s NextEra Energy NEE Stock Holding History

Sterling Investment Counsel’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	–	Sell	-2,945	Closed	-$211K	–	205
2025 Q4	$211K	Buy	+2,945	New	+$244K	0.06%	180
2025 Q2	–	Sell	-2,959	Closed	-$210K	–	160
2025 Q1	$210K	Buy	+2,959	New	+$209K	0.07%	168
2024 Q4	–	Sell	-2,620	Closed	-$221K	–	160
2024 Q3	$221K	Buy	+2,620	New	+$204K	0.08%	158
2022 Q1	–	Sell	-4,273	Closed	-$399K	–	158
2021 Q4	$399K	Buy	+4,273	New	+$369K	0.27%	85

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sterling Investment Counsel's NEE Position: Q1 2026 in Review

Sterling Investment Counsel sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 2,945 shares — an estimated $211K sold.

Sterling Investment Counsel first reported a position in NEE in Q4 2021 and held it in 4 quarters. The position peaked at $399K in Q4 2021. 3,039 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Sterling Investment Counsel reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Sterling Investment Counsel sold 2,945 NextEra Energy shares in Q1 2026, an estimated $211K.
Sterling Investment Counsel first reported a position in NextEra Energy in Q4 2021 and held it in 4 quarters.
Sterling Investment Counsel's NextEra Energy position peaked at $399K in Q4 2021.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sterling Investment Counsel's 13F filing for Q1 2026, filed 16 Apr 2026.