Stonebridge Capital Management’s NextEra Energy NEE Stock Holding History

Stonebridge Capital Management’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	$384K	Buy	+4,135	New	+$368K	0.17%	60
2024 Q4	–	Sell	-2,400	Closed	-$203K	–	83
2024 Q3	$203K	Buy	+2,400	New	+$187K	0.08%	81
2023 Q1	–	Sell	-3,632	Closed	-$304K	–	91
2022 Q4	$304K	Sell	3,632 -2,400	-40%	-$194K	0.15%	77
2022 Q3	$473K	Sell	6,032 -1,232	-17%	-$105K	0.24%	59
2022 Q2	$563K	Sell	7,264 -1,232	-15%	-$93.8K	0.26%	57
2022 Q1	$720K	Hold	8,496	–	–	0.26%	53
2021 Q4	$793K	Sell	8,496 -1,200	-12%	-$104K	0.28%	56
2021 Q3	$762K	Hold	9,696	–	–	0.28%	53
2021 Q2	$710K	Hold	9,696	–	–	0.26%	57
2021 Q1	$733K	Hold	9,696	–	–	0.28%	52
2020 Q4	$748K	Sell	9,696 -29,088	-75%	-$2.18M	0.31%	49
2020 Q3	$673K	Buy	38,784 +29,088	+300%	+$2.01M	0.31%	50
2020 Q2	$597K	Hold	9,696	–	–	0.31%	51
2020 Q1	$583K	Hold	9,696	–	–	0.33%	57
2019 Q4	$587K	Hold	9,696	–	–	0.26%	62
2019 Q3	$564K	Hold	9,696	–	–	0.26%	61
2019 Q2	$497K	Hold	9,696	–	–	0.2%	75
2019 Q1	$469K	Hold	9,696	–	–	0.17%	88
2018 Q4	$421K	Hold	9,696	–	–	0.17%	84
2018 Q3	$407K	Hold	9,696	–	–	0.14%	93
2018 Q2	$408K	Hold	9,696	–	–	0.15%	90
2018 Q1	$388K	Sell	9,696 -704	-7%	-$27.1K	0.14%	91
2017 Q4	$391K	Hold	10,400	–	–	0.14%	94
2017 Q3	$381K	Hold	10,400	–	–	0.14%	93
2017 Q2	$364K	Buy	+10,400	New	+$355K	0.14%	94

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Stonebridge Capital Management's NEE Position: Q1 2026 in Review

Stonebridge Capital Management opened a new position in NextEra Energy (NEE) in Q1 2026: 4,135 shares worth $384K. The stake represents 0.17% of the portfolio and ranks #60 among its holdings. This is a return to the name: Stonebridge Capital Management previously reported a position in NEE as recently as Q3 2024.

Stonebridge Capital Management first reported a position in NEE in Q2 2017 and has held it in 25 quarters since. The position peaked at $793K in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Stonebridge Capital Management held 4,135 shares of NextEra Energy worth $384K as of Q1 2026.
NextEra Energy was a new Stonebridge Capital Management position in Q1 2026.
NextEra Energy made up 0.17% of Stonebridge Capital Management's portfolio in Q1 2026, its #60 holding.
Stonebridge Capital Management first reported a position in NextEra Energy in Q2 2017 and has held it in 25 quarters since.
Stonebridge Capital Management's NextEra Energy position peaked at $793K in Q4 2021.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Stonebridge Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.