Stifel Financial’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 | $265M | Sell |
2,849,628
-96,875
| -3% | -$8.61M | 0.24% | 98 |
|
|
2025
Q4 | $237M | Sell |
2,946,503
-3,153
| -0.1% | -$261K | 0.21% | 108 |
|
|
2025
Q3 | $223M | Buy |
2,949,656
+41,051
| +1% | +$3M | 0.2% | 118 |
|
|
2025
Q2 | $202M | Buy |
2,908,605
+134,249
| +5% | +$9.33M | 0.2% | 123 |
|
|
2025
Q1 | $197M | Sell |
2,774,356
-104,166
| -4% | -$7.35M | 0.21% | 109 |
|
|
2024
Q4 | $206M | Sell |
2,878,522
-113,850
| -4% | -$8.84M | 0.21% | 103 |
|
|
2024
Q3 | $253M | Buy |
2,992,372
+12,120
| +0.4% | +$946K | 0.27% | 87 |
|
|
2024
Q2 | $211M | Sell |
2,980,252
-62,789
| -2% | -$4.45M | 0.24% | 95 |
|
|
2024
Q1 | $194M | Buy |
3,043,041
+160,314
| +6% | +$9.39M | 0.22% | 100 |
|
|
2023
Q4 | $175M | Sell |
2,882,727
-327,106
| -10% | -$18.6M | 0.22% | 103 |
|
|
2023
Q3 | $184M | Sell |
3,209,833
-157,860
| -5% | -$10.9M | 0.26% | 86 |
|
|
2023
Q2 | $250M | Sell |
3,367,693
-99,790
| -3% | -$7.55M | 0.34% | 74 |
|
|
2023
Q1 | $267M | Buy |
3,467,483
+71,280
| +2% | +$5.48M | 0.38% | 63 |
|
|
2022
Q4 | $284M | Buy |
3,396,203
+28,267
| +0.8% | +$2.28M | 0.43% | 57 |
|
|
2022
Q3 | $264M | Buy |
3,367,936
+129,992
| +4% | +$11M | 0.43% | 53 |
|
|
2022
Q2 | $251M | Buy |
3,237,944
+106,125
| +3% | +$8.08M | 0.39% | 60 |
|
|
2022
Q1 | $265M | Buy |
3,131,819
+76,442
| +3% | +$6.13M | 0.36% | 65 |
|
|
2021
Q4 | $285M | Buy |
3,055,377
+56,093
| +2% | +$4.85M | 0.38% | 64 |
|
|
2021
Q3 | $236M | Buy |
2,999,284
+21,232
| +0.7% | +$1.71M | 0.35% | 69 |
|
|
2021
Q2 | $218M | Sell |
2,978,052
-17,098
| -0.6% | -$1.28M | 0.33% | 74 |
|
|
2021
Q1 | $226M | Sell |
2,995,150
-903,732
| -23% | -$70.5M | 0.37% | 64 |
|
|
2020
Q4 | $301M | Buy |
3,898,882
+86,430
| +2% | +$6.47M | 0.54% | 40 |
|
|
2020
Q3 | $265M | Buy |
3,812,452
+199,072
| +6% | +$13.7M | 0.54% | 43 |
|
|
2020
Q2 | $217M | Buy |
3,613,380
+30,592
| +0.9% | +$1.83M | 0.5% | 49 |
|
|
2020
Q1 | $215M | Sell |
3,582,788
-140,892
| -4% | -$8.86M | 0.59% | 35 |
|
|
2019
Q4 | $225M | Buy |
3,723,680
+831,176
| +29% | +$48.5M | 0.47% | 49 |
|
|
2019
Q3 | $168M | Buy |
2,892,504
+189,340
| +7% | +$10.2M | 0.43% | 49 |
|
|
2019
Q2 | $138M | Sell |
2,703,164
-189,572
| -7% | -$9.33M | 0.36% | 62 |
|
|
2019
Q1 | $140M | Buy |
2,892,736
+254,420
| +10% | +$11.6M | 0.4% | 55 |
|
|
2018
Q4 | $115M | Buy |
2,638,316
+96,988
| +4% | +$4.24M | 0.37% | 56 |
|
|
2018
Q3 | $107M | Buy |
2,541,328
+245,564
| +11% | +$10.5M | 0.31% | 74 |
|
|
2018
Q2 | $96.1M | Buy |
2,295,764
+49,912
| +2% | +$2.02M | 0.3% | 78 |
|
|
2018
Q1 | $91.6M | Buy |
2,245,852
+165,216
| +8% | +$6.37M | 0.29% | 81 |
|
|
2017
Q4 | $81.2M | Buy |
2,080,636
+37,156
| +2% | +$1.43M | 0.26% | 95 |
|
|
2017
Q3 | $74.8M | Sell |
2,043,480
-28,864
| -1% | -$1.06M | 0.26% | 91 |
|
|
2017
Q2 | $72.7M | Sell |
2,072,344
-71,236
| -3% | -$2.43M | 0.27% | 91 |
|
|
2017
Q1 | $68.8M | Buy |
2,143,580
+126,592
| +6% | +$3.98M | 0.27% | 91 |
|
|
2016
Q4 | $60.3M | Sell |
2,016,988
-61,456
| -3% | -$1.84M | 0.26% | 96 |
|
|
2016
Q3 | $63.6M | Sell |
2,078,444
-291,024
| -12% | -$9.17M | 0.29% | 84 |
|
|
2016
Q2 | $77.2M | Buy |
2,369,468
+53,776
| +2% | +$1.61M | 0.36% | 65 |
|
|
2016
Q1 | $68.5M | Sell |
2,315,692
-32,324
| -1% | -$907K | 0.37% | 65 |
|
|
2015
Q4 | $61M | Sell |
2,348,016
-14,848
| -0.6% | -$376K | 0.32% | 77 |
|
|
2015
Q3 | $57.7M | Buy |
2,362,864
+62,720
| +3% | +$1.59M | 0.32% | 75 |
|
|
2015
Q2 | $56.2M | Buy |
2,300,144
+403,296
| +21% | +$10.3M | 0.29% | 84 |
|
|
2015
Q1 | $49.3M | Sell |
1,896,848
-30,036
| -2% | -$792K | 0.27% | 85 |
|
|
2014
Q4 | $51.2M | Buy |
1,926,884
+1,383,768
| +255% | +$34.9M | 0.28% | 79 |
|
|
2014
Q3 | $12.7M | Buy |
543,116
+33,144
| +6% | +$800K | 0.11% | 226 |
|
|
2014
Q2 | $13.1M | Sell |
509,972
-500
| -0.1% | -$12.2K | 0.12% | 229 |
|
|
2014
Q1 | $12.2M | Buy |
+510,472
| New | +$11.6M | 0.12% | 235 |
|
Other funds holding NEE
VCM
VPM
Stifel Financial's NEE Position: Q1 2026 in Review
Stifel Financial reduced its NextEra Energy (NEE) stake by 3.3% in Q1 2026, selling an estimated $8.61M and leaving 2,849,628 shares worth $265M. The position accounts for 0.24% of the portfolio, ranked #98.
Stifel Financial first reported a position in NEE in Q1 2014 and has held it in 49 quarters since. The position peaked at $301M in Q4 2020. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Stifel Financial held 2,849,628 shares of NextEra Energy worth $265M as of Q1 2026.
- Stifel Financial sold 96,875 NextEra Energy shares in Q1 2026, an estimated $8.61M.
- NextEra Energy made up 0.24% of Stifel Financial's portfolio in Q1 2026, its #98 holding.
- Stifel Financial first reported a position in NextEra Energy in Q1 2014 and has held it in 49 quarters since.
- Stifel Financial's NextEra Energy position peaked at $301M in Q4 2020.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.