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 Q3	$300K	Buy	3,965 +75	+2%	+$6.34K	0.2%	86
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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

A.D. Beadell Investment Counsel's NEE Position: Q3 2026 in Review

A.D. Beadell Investment Counsel increased its NextEra Energy (NEE) stake by 1.9% in Q3 2026, buying an estimated $6.34K and bringing the position to 3,965 shares worth $300K. The position accounts for 0.2% of the portfolio, ranked #86.

A.D. Beadell Investment Counsel first reported a position in NEE in Q1 2014 and has held it in 15 quarters since. The position peaked at $361K in Q1 2026. 337 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

A.D. Beadell Investment Counsel held 3,965 shares of NextEra Energy worth $300K as of Q3 2026.
A.D. Beadell Investment Counsel bought 75 NextEra Energy shares in Q3 2026, an estimated $6.34K.
NextEra Energy made up 0.2% of A.D. Beadell Investment Counsel's portfolio in Q3 2026, its #86 holding.
A.D. Beadell Investment Counsel first reported a position in NextEra Energy in Q1 2014 and has held it in 15 quarters since.
A.D. Beadell Investment Counsel's NextEra Energy position peaked at $361K in Q1 2026.
337 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on A.D. Beadell Investment Counsel's 13F filing for Q3 2026, filed 14 Oct 2026.