Stevens Capital 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 | $1.46M | Sell |
15,661
-6,887
| -31% | -$612K | 0.22% | 67 |
|
|
2025
Q4 | $1.81M | Buy |
+22,548
| New | +$1.87M | 0.64% | 40 |
|
|
2025
Q2 | – | Sell |
-9,433
| Closed | -$669K | – | 306 |
|
|
2025
Q1 | $669K | Buy |
+9,433
| New | +$666K | 0.17% | 94 |
|
|
2024
Q3 | – | Sell |
-4,295
| Closed | -$304K | – | 275 |
|
|
2024
Q2 | $304K | Sell |
4,295
-705
| -14% | -$50K | 0.1% | 176 |
|
|
2024
Q1 | $320K | Sell |
5,000
-11,309
| -69% | -$663K | 0.06% | 231 |
|
|
2023
Q4 | $991K | Sell |
16,309
-76,869
| -82% | -$4.38M | 0.25% | 86 |
|
|
2023
Q3 | $5.34M | Buy |
93,178
+81,465
| +696% | +$5.64M | 1.54% | 11 |
|
|
2023
Q2 | $869K | Buy |
11,713
+8,527
| +268% | +$646K | 0.18% | 114 |
|
|
2023
Q1 | $246K | Buy |
+3,186
| New | +$245K | 0.06% | 176 |
|
|
2022
Q4 | – | Sell |
-12,816
| Closed | -$1M | – | 165 |
|
|
2022
Q3 | $1M | Buy |
+12,816
| New | +$1.09M | 0.64% | 25 |
|
|
2022
Q2 | – | Sell |
-3,046
| Closed | -$258K | – | 217 |
|
|
2022
Q1 | $258K | Buy |
+3,046
| New | +$244K | 0.06% | 213 |
|
|
2021
Q3 | – | Sell |
-13,148
| Closed | -$963K | – | 237 |
|
|
2021
Q2 | $963K | Buy |
13,148
+5,341
| +68% | +$401K | 0.28% | 56 |
|
|
2021
Q1 | $590K | Buy |
+7,807
| New | +$609K | 0.32% | 54 |
|
|
2020
Q4 | – | Sell |
-29,744
| Closed | -$2.06M | – | 205 |
|
|
2020
Q3 | $2.06M | Buy |
+29,744
| New | +$2.05M | 0.77% | 38 |
|
|
2018
Q4 | – | Sell |
-119,900
| Closed | -$5.02M | – | 834 |
|
|
2018
Q3 | $5.02M | Buy |
+119,900
| New | +$5.1M | 0.18% | 161 |
|
|
2017
Q3 | – | Sell |
-263,228
| Closed | -$9.22M | – | 997 |
|
|
2017
Q2 | $9.22M | Sell |
263,228
-471,044
| -64% | -$16.1M | 0.35% | 82 |
|
|
2017
Q1 | $23.6M | Sell |
734,272
-208,244
| -22% | -$6.55M | 0.89% | 11 |
|
|
2016
Q4 | $28.1M | Buy |
942,516
+664,404
| +239% | +$19.9M | 1.15% | 6 |
|
|
2016
Q3 | $8.51M | Buy |
+278,112
| New | +$8.76M | 0.35% | 73 |
|
|
2016
Q2 | – | Sell |
-295,508
| Closed | -$8.74M | – | 1054 |
|
|
2016
Q1 | $8.74M | Sell |
295,508
-5,916
| -2% | -$166K | 0.35% | 84 |
|
|
2015
Q4 | $7.83M | Sell |
301,424
-885,872
| -75% | -$22.4M | 0.31% | 93 |
|
|
2015
Q3 | $29M | Buy |
+1,187,296
| New | +$30.2M | 1.33% | 8 |
|
|
2014
Q4 | – | Sell |
-1,178,464
| Closed | -$27.7M | – | 1155 |
|
|
2014
Q3 | $27.7M | Buy |
+1,178,464
| New | +$28.5M | 0.83% | 13 |
|
|
2013
Q4 | – | Sell |
-623,220
| Closed | -$12.5M | – | 1166 |
|
|
2013
Q3 | $12.5M | Buy |
+623,220
| New | +$12.9M | 0.37% | 67 |
|
Other funds holding NEE
VCM
VPM
Stevens Capital Management's NEE Position: Q1 2026 in Review
Stevens Capital Management reduced its NextEra Energy (NEE) stake by 31% in Q1 2026, selling an estimated $612K and leaving 15,661 shares worth $1.46M. The position accounts for 0.22% of the portfolio, ranked #67.
Stevens Capital Management first reported a position in NEE in Q3 2013 and has held it in 24 quarters since. The position peaked at $29M in Q3 2015. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Stevens Capital Management held 15,661 shares of NextEra Energy worth $1.46M as of Q1 2026.
- Stevens Capital Management sold 6,887 NextEra Energy shares in Q1 2026, an estimated $612K.
- NextEra Energy made up 0.22% of Stevens Capital Management's portfolio in Q1 2026, its #67 holding.
- Stevens Capital Management first reported a position in NextEra Energy in Q3 2013 and has held it in 24 quarters since.
- Stevens Capital Management's NextEra Energy position peaked at $29M in Q3 2015.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Stevens Capital Management's 13F filing for Q1 2026, filed 11 May 2026.