Stonebridge Capital Advisors’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 | $624K | Sell |
6,722
-82
| -1% | -$7.29K | 0.04% | 134 |
|
|
2025
Q4 | $546K | Sell |
6,804
-546
| -7% | -$45.2K | 0.04% | 130 |
|
|
2025
Q3 | $555K | Buy |
7,350
+28
| +0.4% | +$2.05K | 0.04% | 128 |
|
|
2025
Q2 | $508K | Buy |
7,322
+182
| +3% | +$12.6K | 0.04% | 134 |
|
|
2025
Q1 | $506K | Sell |
7,140
-573
| -7% | -$40.4K | 0.04% | 130 |
|
|
2024
Q4 | $553K | Buy |
7,713
+251
| +3% | +$19.5K | 0.04% | 132 |
|
|
2024
Q3 | $631K | Sell |
7,462
-294
| -4% | -$22.9K | 0.05% | 128 |
|
|
2024
Q2 | $549K | Sell |
7,756
-273
| -3% | -$19.4K | 0.05% | 128 |
|
|
2024
Q1 | $513K | Buy |
8,029
+143
| +2% | +$8.38K | 0.05% | 143 |
|
|
2023
Q4 | $479K | Sell |
7,886
-40
| -0.5% | -$2.28K | 0.05% | 139 |
|
|
2023
Q3 | $454K | Sell |
7,926
-63
| -0.8% | -$4.36K | 0.05% | 140 |
|
|
2023
Q2 | $593K | Buy |
7,989
+420
| +6% | +$31.8K | 0.06% | 133 |
|
|
2023
Q1 | $583K | Sell |
7,569
-320
| -4% | -$24.6K | 0.07% | 132 |
|
|
2022
Q4 | $660K | Buy |
7,889
+263
| +3% | +$21.2K | 0.08% | 127 |
|
|
2022
Q3 | $598K | Buy |
7,626
+148
| +2% | +$12.6K | 0.08% | 130 |
|
|
2022
Q2 | $579K | Sell |
7,478
-43
| -0.6% | -$3.27K | 0.07% | 133 |
|
|
2022
Q1 | $637K | Sell |
7,521
-384
| -5% | -$30.8K | 0.07% | 129 |
|
|
2021
Q4 | $738K | Sell |
7,905
-1
| -0% | -$86 | 0.08% | 125 |
|
|
2021
Q3 | $621K | Sell |
7,906
-7,770
| -50% | -$627K | 0.08% | 128 |
|
|
2021
Q2 | $1.17M | Buy |
15,676
+7,813
| +99% | +$586K | 0.07% | 133 |
|
|
2021
Q1 | $595K | Buy |
7,863
+39
| +0.5% | +$3.04K | 0.08% | 130 |
|
|
2020
Q4 | $604K | Sell |
7,824
-100
| -1% | -$7.48K | 0.09% | 125 |
|
|
2020
Q3 | $550K | Buy |
7,924
+396
| +5% | +$27.3K | 0.1% | 121 |
|
|
2020
Q2 | $452K | Sell |
7,528
-80
| -1% | -$4.79K | 0.08% | 124 |
|
|
2020
Q1 | $458K | Sell |
7,608
-480
| -6% | -$30.2K | 0.1% | 117 |
|
|
2019
Q4 | $490K | Buy |
8,088
+860
| +12% | +$50.2K | 0.08% | 127 |
|
|
2019
Q3 | $421K | Sell |
7,228
-16
| -0.2% | -$866 | 0.07% | 129 |
|
|
2019
Q2 | $371K | Buy |
7,244
+120
| +2% | +$5.91K | 0.07% | 134 |
|
|
2019
Q1 | $344K | Buy |
7,124
+2,036
| +40% | +$93.1K | 0.06% | 138 |
|
|
2018
Q4 | $221K | Buy |
5,088
+96
| +2% | +$4.2K | 0.05% | 145 |
|
|
2018
Q3 | $209K | Buy |
4,992
+40
| +0.8% | +$1.7K | 0.04% | 159 |
|
|
2018
Q2 | $207K | Hold |
4,952
| – | – | 0.05% | 157 |
|
|
2018
Q1 | $202K | Sell |
4,952
-512
| -9% | -$19.7K | 0.05% | 163 |
|
|
2017
Q4 | $213K | Buy |
+5,464
| New | +$211K | 0.05% | 158 |
|
|
2016
Q4 | – | Sell |
-7,500
| Closed | -$229K | – | 168 |
|
|
2016
Q3 | $229K | Sell |
7,500
-264
| -3% | -$8.32K | 0.07% | 140 |
|
|
2016
Q2 | $253K | Hold |
7,764
| – | – | 0.09% | 130 |
|
|
2016
Q1 | $230K | Buy |
+7,764
| New | +$218K | 0.08% | 132 |
|
|
2015
Q3 | – | Sell |
-8,436
| Closed | -$207K | – | 151 |
|
|
2015
Q2 | $207K | Sell |
8,436
-268
| -3% | -$6.81K | 0.08% | 137 |
|
|
2015
Q1 | $226K | Buy |
+8,704
| New | +$230K | 0.09% | 137 |
|
Other funds holding NEE
VCM
VPM
Stonebridge Capital Advisors's NEE Position: Q1 2026 in Review
Stonebridge Capital Advisors reduced its NextEra Energy (NEE) stake by 1.2% in Q1 2026, selling an estimated $7.29K and leaving 6,722 shares worth $624K. The position accounts for 0.04% of the portfolio, ranked #134.
Stonebridge Capital Advisors first reported a position in NEE in Q1 2015 and has held it in 39 quarters since. The position peaked at $1.17M in Q2 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Stonebridge Capital Advisors held 6,722 shares of NextEra Energy worth $624K as of Q1 2026.
- Stonebridge Capital Advisors sold 82 NextEra Energy shares in Q1 2026, an estimated $7.29K.
- NextEra Energy made up 0.04% of Stonebridge Capital Advisors's portfolio in Q1 2026, its #134 holding.
- Stonebridge Capital Advisors first reported a position in NextEra Energy in Q1 2015 and has held it in 39 quarters since.
- Stonebridge Capital Advisors's NextEra Energy position peaked at $1.17M in Q2 2021.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.