Stratos Wealth Partners’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 | $8.32M | Sell |
89,580
-1,373
| -2% | -$122K | 0.09% | 224 |
|
|
2025
Q4 | $7.3M | Sell |
90,953
-2,311
| -2% | -$191K | 0.08% | 246 |
|
|
2025
Q3 | $7.04M | Buy |
93,264
+13,986
| +18% | +$1.02M | 0.08% | 245 |
|
|
2025
Q2 | $5.5M | Buy |
79,278
+5,728
| +8% | +$398K | 0.07% | 265 |
|
|
2025
Q1 | $5.21M | Sell |
73,550
-9,383
| -11% | -$662K | 0.08% | 253 |
|
|
2024
Q4 | $5.95M | Buy |
82,933
+1,781
| +2% | +$138K | 0.08% | 241 |
|
|
2024
Q3 | $6.86M | Sell |
81,152
-273
| -0.3% | -$21.3K | 0.1% | 210 |
|
|
2024
Q2 | $5.77M | Sell |
81,425
-8,109
| -9% | -$575K | 0.09% | 221 |
|
|
2024
Q1 | $5.72M | Buy |
89,534
+1,355
| +2% | +$79.4K | 0.09% | 224 |
|
|
2023
Q4 | $5.36M | Sell |
88,179
-40,813
| -32% | -$2.33M | 0.1% | 216 |
|
|
2023
Q3 | $7.39M | Sell |
128,992
-44,329
| -26% | -$3.07M | 0.16% | 145 |
|
|
2023
Q2 | $12.9M | Buy |
173,321
+21,807
| +14% | +$1.65M | 0.29% | 67 |
|
|
2023
Q1 | $11.7M | Sell |
151,514
-10,033
| -6% | -$772K | 0.31% | 60 |
|
|
2022
Q4 | $13.5M | Sell |
161,547
-994
| -0.6% | -$80.3K | 0.34% | 61 |
|
|
2022
Q3 | $12.7M | Buy |
162,541
+1,805
| +1% | +$153K | 0.36% | 61 |
|
|
2022
Q2 | $12.5M | Buy |
160,736
+6,994
| +5% | +$532K | 0.31% | 66 |
|
|
2022
Q1 | $13M | Buy |
153,742
+18,807
| +14% | +$1.51M | 0.29% | 74 |
|
|
2021
Q4 | $12.6M | Buy |
134,935
+5,370
| +4% | +$464K | 0.28% | 74 |
|
|
2021
Q3 | $10.2M | Buy |
129,565
+57
| +0% | +$4.6K | 0.26% | 78 |
|
|
2021
Q2 | $9.49M | Sell |
129,508
-1,802
| -1% | -$135K | 0.24% | 84 |
|
|
2021
Q1 | $9.93M | Buy |
131,310
+613
| +0.5% | +$47.8K | 0.27% | 77 |
|
|
2020
Q4 | $10.1M | Buy |
130,697
+36,761
| +39% | +$2.75M | 0.3% | 71 |
|
|
2020
Q3 | $6.52M | Buy |
93,936
+6,024
| +7% | +$416K | 0.21% | 110 |
|
|
2020
Q2 | $5.28M | Buy |
87,912
+20,180
| +30% | +$1.21M | 0.19% | 125 |
|
|
2020
Q1 | $4.07M | Sell |
67,732
-208
| -0.3% | -$13.1K | 0.19% | 114 |
|
|
2019
Q4 | $4.11M | Sell |
67,940
-2,928
| -4% | -$171K | 0.16% | 143 |
|
|
2019
Q3 | $4.13M | Buy |
70,868
+4,448
| +7% | +$241K | 0.18% | 126 |
|
|
2019
Q2 | $3.4M | Sell |
66,420
-5,072
| -7% | -$250K | 0.15% | 154 |
|
|
2019
Q1 | $3.46M | Sell |
71,492
-232
| -0.3% | -$10.6K | 0.16% | 146 |
|
|
2018
Q4 | $3.12M | Sell |
71,724
-1,108
| -2% | -$48.5K | 0.16% | 140 |
|
|
2018
Q3 | $3.05M | Buy |
72,832
+228
| +0.3% | +$9.71K | 0.14% | 156 |
|
|
2018
Q2 | $3.03M | Sell |
72,604
-5,308
| -7% | -$214K | 0.14% | 171 |
|
|
2018
Q1 | $3.18M | Buy |
77,912
+11,304
| +17% | +$436K | 0.13% | 158 |
|
|
2017
Q4 | $2.6M | Sell |
66,608
-592
| -0.9% | -$22.9K | 0.12% | 187 |
|
|
2017
Q3 | $2.46M | Buy |
67,200
+532
| +0.8% | +$19.5K | 0.12% | 184 |
|
|
2017
Q2 | $2.34M | Buy |
66,668
+1,236
| +2% | +$42.2K | 0.12% | 172 |
|
|
2017
Q1 | $2.1M | Buy |
65,432
+4,484
| +7% | +$141K | 0.12% | 169 |
|
|
2016
Q4 | $1.82M | Buy |
60,948
+4,076
| +7% | +$122K | 0.11% | 178 |
|
|
2016
Q3 | $1.74M | Sell |
56,872
-1,608
| -3% | -$50.7K | 0.12% | 163 |
|
|
2016
Q2 | $1.91M | Buy |
58,480
+7,756
| +15% | +$233K | 0.14% | 143 |
|
|
2016
Q1 | $1.5M | Buy |
50,724
+9,444
| +23% | +$265K | 0.13% | 143 |
|
|
2015
Q4 | $1.07M | Sell |
41,280
-4,940
| -11% | -$125K | 0.09% | 169 |
|
|
2015
Q3 | $1.13M | Buy |
46,220
+10,700
| +30% | +$272K | 0.14% | 131 |
|
|
2015
Q2 | $870K | Sell |
35,520
-17,236
| -33% | -$438K | 0.11% | 173 |
|
|
2015
Q1 | $1.37M | Buy |
52,756
+12,028
| +30% | +$317K | 0.16% | 131 |
|
|
2014
Q4 | $1.08M | Buy |
40,728
+5,708
| +16% | +$144K | 0.19% | 125 |
|
|
2014
Q3 | $822K | Buy |
35,020
+1,228
| +4% | +$29.7K | 0.19% | 112 |
|
|
2014
Q2 | $865K | Buy |
+33,792
| New | +$822K | 0.29% | 102 |
|
Other funds holding NEE
VCM
VPM
Stratos Wealth Partners's NEE Position: Q1 2026 in Review
Stratos Wealth Partners reduced its NextEra Energy (NEE) stake by 1.5% in Q1 2026, selling an estimated $122K and leaving 89,580 shares worth $8.32M. The position accounts for 0.09% of the portfolio, ranked #224.
Stratos Wealth Partners first reported a position in NEE in Q2 2014 and has held it in 48 quarters since. The position peaked at $13.5M in Q4 2022. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Stratos Wealth Partners held 89,580 shares of NextEra Energy worth $8.32M as of Q1 2026.
- Stratos Wealth Partners sold 1,373 NextEra Energy shares in Q1 2026, an estimated $122K.
- NextEra Energy made up 0.09% of Stratos Wealth Partners's portfolio in Q1 2026, its #224 holding.
- Stratos Wealth Partners first reported a position in NextEra Energy in Q2 2014 and has held it in 48 quarters since.
- Stratos Wealth Partners's NextEra Energy position peaked at $13.5M in Q4 2022.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.