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Addison Capital’s NextEra Energy NEE Stock Holding History

Addison Capital’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 		$1.19M Buy
13,507
+69
+0.5% +$6.24K 0.19% 95
2026
Q1 		$1.25M Buy
13,438
+454
+3% +$40.4K 0.22% 85
2025
Q4 		$1.04M Buy
12,984
+3
+0% +$248 0.26% 74
2025
Q3 		$980K Sell
12,981
-37
-0.3% -$2.7K 0.29% 73
2025
Q2 		$904K Sell
13,018
-24
-0.2% -$1.67K 0.31% 71
2025
Q1 		$925K Sell
13,042
-1,075
-8% -$75.9K 0.36% 66
2024
Q4 		$1.01M Sell
14,117
-134
-0.9% -$10.4K 0.4% 65
2024
Q3 		$1.2M Buy
14,251
+5
+0% +$390 0.49% 53
2024
Q2 		$1.01M Buy
14,246
+5
+0% +$355 0.44% 57
2024
Q1 		$910K Buy
14,241
+496
+4% +$29.1K 0.45% 54
2023
Q4 		$835K Buy
+13,745
New +$783K 0.52% 48
2023
Q2 		– Sell
-4,796
Closed -$370K – 107
2023
Q1 		$370K Buy
4,796
+532
+12% +$40.9K 0.28% 71
2022
Q4 		$357K Sell
4,264
-106
-2% -$8.56K 0.22% 90
2022
Q3 		$342K Sell
4,370
-298
-6% -$25.3K 0.21% 91
2022
Q2 		$362K Buy
4,668
+826
+21% +$62.9K 0.21% 91
2022
Q1 		$326K Buy
+3,842
New +$308K 0.16% 108
2015
Q2 		– Sell
-69,164
Closed -$1.8M – 92
2015
Q1 		$1.8M Sell
69,164
-936
-1% -$24.7K 1.46% 31
2014
Q4 		$1.86M Sell
70,100
-3,732
-5% -$94.2K 1.57% 32
2014
Q3 		$1.73M Buy
73,832
+64
+0.1% +$1.54K 1.52% 33
2014
Q2 		$1.89M Sell
73,768
-196
-0.3% -$4.77K 1.63% 29
2014
Q1 		$1.77M Buy
73,964
+924
+1% +$20.9K 1.5% 28
2013
Q4 		$1.56M Buy
+73,040
New +$1.54M 1.44% 28

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 Capital's NEE Position: Q2 2026 in Review

Addison Capital increased its NextEra Energy (NEE) stake by 0.51% in Q2 2026, buying an estimated $6.24K and bringing the position to 13,507 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #95.

Addison Capital first reported a position in NEE in Q4 2013 and has held it in 22 quarters since. The position peaked at $1.89M in Q2 2014. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Addison Capital held 13,507 shares of NextEra Energy worth $1.19M as of Q2 2026.
  • Addison Capital bought 69 NextEra Energy shares in Q2 2026, an estimated $6.24K.
  • NextEra Energy made up 0.19% of Addison Capital's portfolio in Q2 2026, its #95 holding.
  • Addison Capital first reported a position in NextEra Energy in Q4 2013 and has held it in 22 quarters since.
  • Addison Capital's NextEra Energy position peaked at $1.89M in Q2 2014.
  • 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Addison Capital's 13F filing for Q2 2026, filed 4 Aug 2026.