Advance Capital Management’s NextEra Energy NEE Stock Holding History

Advance Capital 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	$713K	Buy	8,129 +358	+5%	+$32.4K	0.02%	101
2026 Q1	$722K	Sell	7,771 -10	-0.1%	-$889	0.03%	85
2025 Q4	$625K	Buy	7,781 +1	+0%	+$83	0.03%	96
2025 Q3	$587K	Sell	7,780 -24	-0.3%	-$1.75K	0.03%	97
2025 Q2	$542K	Sell	7,804 -212	-3%	-$14.7K	0.02%	100
2025 Q1	$568K	Sell	8,016 -119	-1%	-$8.4K	0.03%	94
2024 Q4	$583K	Buy	8,135 +194	+2%	+$15.1K	0.03%	82
2024 Q3	$671K	Buy	7,941 +123	+2%	+$9.6K	0.03%	76
2024 Q2	$554K	Hold	7,818	–	–	0.03%	81
2024 Q1	$500K	Buy	7,818 +9	+0.1%	+$527	0.03%	83
2023 Q4	$474K	Buy	7,809 +309	+4%	+$17.6K	0.04%	73
2023 Q3	$430K	Buy	7,500 +66	+0.9%	+$4.57K	0.04%	74
2023 Q2	$552K	Buy	7,434 +174	+2%	+$13.2K	0.06%	55
2023 Q1	$560K	Hold	7,260	–	–	0.1%	53
2022 Q4	$607K	Hold	7,260	–	–	0.08%	47
2022 Q3	$569K	Hold	7,260	–	–	0.07%	40
2022 Q2	$562K	Buy	7,260 +137	+2%	+$10.4K	0.07%	36
2022 Q1	$603K	Hold	7,123	–	–	0.07%	39
2021 Q4	$665K	Buy	+7,123	New	+$616K	0.14%	31

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

Advance Capital Management's NEE Position: Q2 2026 in Review

Advance Capital Management increased its NextEra Energy (NEE) stake by 4.6% in Q2 2026, buying an estimated $32.4K and bringing the position to 8,129 shares worth $713K. The position accounts for 0.02% of the portfolio, ranked #101.

Advance Capital Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $722K in Q1 2026. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Advance Capital Management held 8,129 shares of NextEra Energy worth $713K as of Q2 2026.
Advance Capital Management bought 358 NextEra Energy shares in Q2 2026, an estimated $32.4K.
NextEra Energy made up 0.02% of Advance Capital Management's portfolio in Q2 2026, its #101 holding.
Advance Capital Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Advance Capital Management's NextEra Energy position peaked at $722K in Q1 2026.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.