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Sunbelt Securities’s NextEra Energy NEE Stock Holding History

Sunbelt Securities’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 		$1.69M Sell
18,203
-169
-0.9% -$15K 0.11% 166
2025
Q4 		$1.47M Sell
18,372
-258
-1% -$21.4K 0.1% 176
2025
Q3 		$1.41M Sell
18,630
-1,288
-6% -$94.1K 0.1% 179
2025
Q2 		$1.43M Buy
19,918
+833
+4% +$57.9K 0.13% 153
2025
Q1 		$1.35M Sell
19,085
-833
-4% -$58.8K 0.12% 147
2024
Q4 		$1.43M Sell
19,918
-568
-3% -$44.1K 0.13% 153
2024
Q3 		$1.73M Sell
20,486
-496
-2% -$38.7K 0.17% 127
2024
Q2 		$1.49M Buy
20,982
+13,886
+196% +$985K 0.15% 134
2024
Q1 		$454K Sell
7,096
-21,582
-75% -$1.26M 0.05% 350
2023
Q4 		$1.74M Sell
28,678
-756
-3% -$43.1K 0.22% 102
2023
Q3 		$1.69M Buy
29,434
+213
+0.7% +$14.7K 0.23% 95
2023
Q2 		$2.17M Buy
29,221
+48
+0.2% +$3.63K 0.31% 66
2023
Q1 		$2.23M Buy
29,173
+15,179
+108% +$1.17M 0.36% 61
2022
Q4 		$1.17M Sell
13,994
-2,313
-14% -$187K 0.23% 116
2022
Q3 		$1.28M Sell
16,307
-246
-1% -$20.9K 0.27% 100
2022
Q2 		$1.28M Sell
16,553
-749
-4% -$57K 0.27% 101
2022
Q1 		$1.48M Sell
17,302
-1,318
-7% -$106K 0.27% 100
2021
Q4 		$1.41M Buy
18,620
+5,902
+46% +$510K 0.23% 112
2021
Q3 		$991K Hold
12,718
– – 0.18% 140
2021
Q2 		$991K Sell
12,718
-180
-1% -$13.5K 0.18% 140
2021
Q1 		$975K Buy
12,898
+265
+2% +$20.7K 0.19% 138
2020
Q4 		$975K Buy
12,633
+1,005
+9% +$75.2K 0.2% 125
2020
Q3 		$807K Buy
11,628
+316
+3% +$21.8K 0.22% 119
2020
Q2 		$679K Sell
11,312
-5,836
-34% -$349K 0.23% 118
2020
Q1 		$1.05M Sell
17,148
-52,928
-76% -$3.33M 0.04% 143
2019
Q4 		$4.24M Buy
70,076
+232
+0.3% +$13.5K 0.45% 46
2019
Q3 		$4.07M Buy
69,844
+61,724
+760% +$3.34M 0.46% 47
2019
Q2 		$416K Buy
+8,120
New +$400K 0.18% 155

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sunbelt Securities's NEE Position: Q1 2026 in Review

Sunbelt Securities reduced its NextEra Energy (NEE) stake by 0.92% in Q1 2026, selling an estimated $15K and leaving 18,203 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #166.

Sunbelt Securities first reported a position in NEE in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.24M in Q4 2019. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Sunbelt Securities held 18,203 shares of NextEra Energy worth $1.69M as of Q1 2026.
  • Sunbelt Securities sold 169 NextEra Energy shares in Q1 2026, an estimated $15K.
  • NextEra Energy made up 0.11% of Sunbelt Securities's portfolio in Q1 2026, its #166 holding.
  • Sunbelt Securities first reported a position in NextEra Energy in Q2 2019 and has held it in 28 quarters since.
  • Sunbelt Securities's NextEra Energy position peaked at $4.24M in Q4 2019.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.