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Addison Advisors’s NextEra Energy NEE Stock Holding History

Addison Advisors’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 		$19.5K Sell
223
-1,829
-89% -$165K 0.01% 338
2026
Q1 		$191K Buy
2,052
+153
+8% +$13.6K 0.04% 229
2025
Q4 		$152K Buy
1,899
+54
+3% +$4.47K 0.03% 259
2025
Q3 		$139K Buy
1,845
+134
+8% +$9.79K 0.03% 270
2025
Q2 		$119K Buy
1,711
+150
+10% +$10.4K 0.03% 279
2025
Q1 		$111K Sell
1,561
-106
-6% -$7.48K 0.03% 286
2024
Q4 		$120K Buy
1,667
+62
+4% +$4.82K 0.03% 272
2024
Q3 		$136K Buy
1,605
+22
+1% +$1.72K 0.04% 267
2024
Q2 		$112K Buy
1,583
+91
+6% +$6.46K 0.04% 276
2024
Q1 		$95.4K Sell
1,492
-54
-3% -$3.16K 0.03% 293
2023
Q4 		$93.9K Hold
1,546
– – 0.04% 280
2023
Q3 		$88.6K Buy
1,546
+54
+4% +$3.74K 0.04% 262
2023
Q2 		$111K Hold
1,492
– – 0.05% 226
2023
Q1 		$115K Sell
1,492
-43
-3% -$3.31K 0.06% 203
2022
Q4 		$128K Sell
1,535
-858
-36% -$69.3K 0.08% 177
2022
Q3 		$188K Buy
2,393
+1
+0% +$85 0.12% 125
2022
Q2 		$185K Buy
2,392
+22
+0.9% +$1.68K 0.11% 133
2022
Q1 		$201K Sell
2,370
-8
-0.3% -$641 0.11% 138
2021
Q4 		$222K Buy
2,378
+886
+59% +$76.6K 0.14% 104
2021
Q3 		$117K Hold
1,492
– – 0.09% 117
2021
Q2 		$109K Buy
+1,492
New +$112K 0.09% 125
2020
Q4 		$118K Buy
+1,532
New +$115K 0.11% 110

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Addison Advisors's NEE Position: Q2 2026 in Review

Addison Advisors reduced its NextEra Energy (NEE) stake by 89% in Q2 2026, selling an estimated $165K and leaving 223 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #338.

Addison Advisors first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $222K in Q4 2021. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Addison Advisors held 223 shares of NextEra Energy worth $19.5K as of Q2 2026.
  • Addison Advisors sold 1,829 NextEra Energy shares in Q2 2026, an estimated $165K.
  • NextEra Energy made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #338 holding.
  • Addison Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • Addison Advisors's NextEra Energy position peaked at $222K in Q4 2021.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.