A.D. Beadell Investment Counsel’s NextEra Energy NEE Stock Holding History

A.D. Beadell Investment Counsel’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 Q2	$341K	Hold	3,890	–	–	0.22%	81
2026 Q1	$361K	Hold	3,890	–	–	0.23%	77
2025 Q4	$312K	Hold	3,890	–	–	0.2%	79
2025 Q3	$293K	Buy	3,890 +12	+0.3%	+$877	0.2%	79
2025 Q2	$269K	Hold	3,878	–	–	0.21%	78
2025 Q1	$274K	Buy	3,878 +78	+2%	+$5.51K	0.23%	69
2024 Q4	$272K	Hold	3,800	–	–	0.22%	76
2024 Q3	$321K	Hold	3,800	–	–	0.26%	66
2024 Q2	$269K	Buy	+3,800	New	+$270K	0.23%	68
2021 Q1	–	Sell	-3,032	Closed	-$233K	–	92
2020 Q4	$233K	Buy	+3,032	New	+$227K	0.17%	80
2015 Q1	–	Sell	-8,664	Closed	-$230K	–	105
2014 Q4	$230K	Hold	8,664	–	–	0.17%	99
2014 Q3	$203K	Hold	8,664	–	–	0.15%	99
2014 Q2	$222K	Hold	8,664	–	–	0.16%	96
2014 Q1	$207K	Buy	+8,664	New	+$196K	0.17%	87

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

A.D. Beadell Investment Counsel's NEE Position: Q2 2026 in Review

A.D. Beadell Investment Counsel held its NextEra Energy (NEE) position steady in Q2 2026 at 3,890 shares worth $341K. The position accounts for 0.22% of the portfolio, ranked #81.

A.D. Beadell Investment Counsel first reported a position in NEE in Q1 2014 and has held it in 14 quarters since. The position peaked at $361K in Q1 2026. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

A.D. Beadell Investment Counsel held 3,890 shares of NextEra Energy worth $341K as of Q2 2026.
A.D. Beadell Investment Counsel left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.22% of A.D. Beadell Investment Counsel's portfolio in Q2 2026, its #81 holding.
A.D. Beadell Investment Counsel first reported a position in NextEra Energy in Q1 2014 and has held it in 14 quarters since.
A.D. Beadell Investment Counsel's NextEra Energy position peaked at $361K in Q1 2026.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on A.D. Beadell Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.