AWM
NEE icon

Accel Wealth Management’s NextEra Energy NEE Stock Holding History

Accel Wealth 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
Q2 		$798K Sell
9,097
-620
-6% -$56.1K 0.18% 116
2026
Q1 		$903K Sell
9,717
-773
-7% -$68.7K 0.24% 102
2025
Q4 		$842K Buy
10,490
+2,302
+28% +$191K 0.23% 101
2025
Q3 		$618K Sell
8,188
-307
-4% -$22.4K 0.18% 125
2025
Q2 		$590K Buy
8,495
+39
+0.5% +$2.71K 0.2% 115
2025
Q1 		$599K Sell
8,456
-159
-2% -$11.2K 0.22% 106
2024
Q4 		$618K Buy
8,615
+145
+2% +$11.3K 0.23% 109
2024
Q3 		$716K Sell
8,470
-144
-2% -$11.2K 0.27% 94
2024
Q2 		$610K Buy
8,614
+2,555
+42% +$181K 0.24% 98
2024
Q1 		$387K Buy
6,059
+769
+15% +$45K 0.16% 130
2023
Q4 		$321K Buy
5,290
+107
+2% +$6.1K 0.16% 134
2023
Q3 		$297K Buy
5,183
+1,106
+27% +$76.6K 0.17% 125
2023
Q2 		$303K Sell
4,077
-124
-3% -$9.39K 0.17% 124
2023
Q1 		$324K Sell
4,201
-378
-8% -$29.1K 0.13% 157
2022
Q4 		$383K Buy
4,579
+764
+20% +$61.7K 0.18% 104
2022
Q3 		$316K Sell
3,815
-1,255
-25% -$106K 0.17% 117
2022
Q2 		$399K Sell
5,070
-775
-13% -$59K 0.23% 92
2022
Q1 		$501K Buy
5,845
+42
+0.7% +$3.37K 0.26% 81
2021
Q4 		$542K Buy
5,803
+1,599
+38% +$138K 0.27% 75
2021
Q3 		$330K Buy
4,204
+2
+0% +$161 0.21% 82
2021
Q2 		$308K Buy
4,202
+358
+9% +$26.9K 0.2% 95
2021
Q1 		$291K Buy
3,844
+741
+24% +$57.8K 0.24% 85
2020
Q4 		$239K Buy
+3,103
New +$232K 0.22% 100

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Accel Wealth Management's NEE Position: Q2 2026 in Review

Accel Wealth Management reduced its NextEra Energy (NEE) stake by 6.4% in Q2 2026, selling an estimated $56.1K and leaving 9,097 shares worth $798K. The position accounts for 0.18% of the portfolio, ranked #116.

Accel Wealth Management first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $903K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Accel Wealth Management held 9,097 shares of NextEra Energy worth $798K as of Q2 2026.
  • Accel Wealth Management sold 620 NextEra Energy shares in Q2 2026, an estimated $56.1K.
  • NextEra Energy made up 0.18% of Accel Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Accel Wealth Management first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's NextEra Energy position peaked at $903K in Q1 2026.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.