Advisors Asset Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.6M | Buy |
242,947
+6,663
| +3% | +$592K | 0.38% | 40 |
|
|
2025
Q4 | $19M | Sell |
236,284
-32,843
| -12% | -$2.72M | 0.32% | 49 |
|
|
2025
Q3 | $20.3M | Buy |
269,127
+2,354
| +0.9% | +$172K | 0.34% | 41 |
|
|
2025
Q2 | $18.5M | Buy |
266,773
+3,053
| +1% | +$212K | 0.33% | 46 |
|
|
2025
Q1 | $18.7M | Sell |
263,720
-5,027
| -2% | -$355K | 0.35% | 39 |
|
|
2024
Q4 | $19.3M | Sell |
268,747
-4,106
| -2% | -$319K | 0.35% | 45 |
|
|
2024
Q3 | $23.1M | Sell |
272,853
-9,256
| -3% | -$722K | 0.42% | 35 |
|
|
2024
Q2 | $20M | Sell |
282,109
-36,976
| -12% | -$2.62M | 0.39% | 41 |
|
|
2024
Q1 | $20.4M | Sell |
319,085
-52,756
| -14% | -$3.09M | 0.39% | 39 |
|
|
2023
Q4 | $22.6M | Sell |
371,841
-24,164
| -6% | -$1.38M | 0.46% | 33 |
|
|
2023
Q3 | $22.7M | Sell |
396,005
-22,707
| -5% | -$1.57M | 0.49% | 33 |
|
|
2023
Q2 | $31.1M | Sell |
418,712
-26,685
| -6% | -$2.02M | 0.63% | 19 |
|
|
2023
Q1 | $34.3M | Sell |
445,397
-28,642
| -6% | -$2.2M | 0.7% | 17 |
|
|
2022
Q4 | $39.6M | Sell |
474,039
-30,053
| -6% | -$2.43M | 0.82% | 15 |
|
|
2022
Q3 | $39.5M | Sell |
504,092
-29,739
| -6% | -$2.52M | 0.83% | 14 |
|
|
2022
Q2 | $41.4M | Sell |
533,831
-32,473
| -6% | -$2.47M | 0.78% | 16 |
|
|
2022
Q1 | $48M | Sell |
566,304
-21,393
| -4% | -$1.71M | 0.74% | 17 |
|
|
2021
Q4 | $54.9M | Buy |
587,697
+623
| +0.1% | +$53.8K | 0.78% | 14 |
|
|
2021
Q3 | $46.1M | Sell |
587,074
-20,385
| -3% | -$1.64M | 0.7% | 17 |
|
|
2021
Q2 | $44.5M | Sell |
607,459
-15,303
| -2% | -$1.15M | 0.66% | 21 |
|
|
2021
Q1 | $47.1M | Sell |
622,762
-15,819
| -2% | -$1.23M | 0.73% | 14 |
|
|
2020
Q4 | $49.3M | Sell |
638,581
-21,815
| -3% | -$1.63M | 0.81% | 13 |
|
|
2020
Q3 | $45.8M | Sell |
660,396
-1,636
| -0.2% | -$113K | 0.85% | 13 |
|
|
2020
Q2 | $39.8M | Buy |
662,032
+2,152
| +0.3% | +$129K | 0.77% | 14 |
|
|
2020
Q1 | $39.7M | Buy |
659,880
+4,128
| +0.6% | +$259K | 0.94% | 12 |
|
|
2019
Q4 | $39.7M | Buy |
655,752
+41,560
| +7% | +$2.43M | 0.7% | 17 |
|
|
2019
Q3 | $35.8M | Buy |
614,192
+47,672
| +8% | +$2.58M | 0.66% | 20 |
|
|
2019
Q2 | $29M | Buy |
566,520
+9,352
| +2% | +$460K | 0.52% | 26 |
|
|
2019
Q1 | $26.9M | Buy |
557,168
+10,452
| +2% | +$478K | 0.48% | 28 |
|
|
2018
Q4 | $23.8M | Buy |
546,716
+29,008
| +6% | +$1.27M | 0.48% | 30 |
|
|
2018
Q3 | $21.7M | Buy |
517,708
+9,508
| +2% | +$405K | 0.35% | 59 |
|
|
2018
Q2 | $21.2M | Sell |
508,200
-2,364
| -0.5% | -$95.5K | 0.36% | 57 |
|
|
2018
Q1 | $19.4M | Sell |
510,564
-37,500
| -7% | -$1.45M | 0.33% | 63 |
|
|
2017
Q4 | $21.4M | Sell |
548,064
-9,488
| -2% | -$366K | 0.35% | 60 |
|
|
2017
Q3 | $20.4M | Sell |
557,552
-97,324
| -15% | -$3.57M | 0.34% | 61 |
|
|
2017
Q2 | $22.9M | Sell |
654,876
-26,492
| -4% | -$905K | 0.38% | 43 |
|
|
2017
Q1 | $21.9M | Sell |
681,368
-26,404
| -4% | -$830K | 0.37% | 46 |
|
|
2016
Q4 | $21.1M | Sell |
707,772
-2,444
| -0.3% | -$73K | 0.35% | 52 |
|
|
2016
Q3 | $21.7M | Buy |
710,216
+42,032
| +6% | +$1.32M | 0.36% | 50 |
|
|
2016
Q2 | $21.8M | Buy |
668,184
+51,780
| +8% | +$1.55M | 0.35% | 48 |
|
|
2016
Q1 | $18.2M | Buy |
616,404
+26,240
| +4% | +$737K | 0.3% | 69 |
|
|
2015
Q4 | $15.3M | Buy |
590,164
+89,204
| +18% | +$2.26M | 0.24% | 99 |
|
|
2015
Q3 | $12.2M | Buy |
500,960
+73,316
| +17% | +$1.86M | 0.19% | 134 |
|
|
2015
Q2 | $10.5M | Sell |
427,644
-33,972
| -7% | -$864K | 0.14% | 193 |
|
|
2015
Q1 | $12M | Buy |
461,616
+12,940
| +3% | +$341K | 0.16% | 167 |
|
|
2014
Q4 | $11.9M | Buy |
448,676
+25,688
| +6% | +$649K | 0.16% | 175 |
|
|
2014
Q3 | $9.93M | Buy |
422,988
+60
| +0% | +$1.45K | 0.14% | 198 |
|
|
2014
Q2 | $10.8M | Buy |
422,928
+21,944
| +5% | +$534K | 0.15% | 181 |
|
|
2014
Q1 | $9.59M | Buy |
400,984
+52,820
| +15% | +$1.2M | 0.15% | 191 |
|
|
2013
Q4 | $7.45M | Buy |
348,164
+65,440
| +23% | +$1.38M | 0.12% | 223 |
|
|
2013
Q3 | $5.67M | Buy |
282,724
+5,700
| +2% | +$118K | 0.1% | 259 |
|
|
2013
Q2 | $5.64M | Buy |
+277,024
| New | +$5.5M | 0.11% | 254 |
|
Other funds holding NEE
VCM
VPM
Advisors Asset Management's NEE Position: Q1 2026 in Review
Advisors Asset Management increased its NextEra Energy (NEE) stake by 2.8% in Q1 2026, buying an estimated $592K and bringing the position to 242,947 shares worth $22.6M. The position accounts for 0.38% of the portfolio, ranked #40.
Advisors Asset Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $54.9M in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Advisors Asset Management held 242,947 shares of NextEra Energy worth $22.6M as of Q1 2026.
- Advisors Asset Management bought 6,663 NextEra Energy shares in Q1 2026, an estimated $592K.
- NextEra Energy made up 0.38% of Advisors Asset Management's portfolio in Q1 2026, its #40 holding.
- Advisors Asset Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- Advisors Asset Management's NextEra Energy position peaked at $54.9M in Q4 2021.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.