Advisors Capital 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
$37.9M Buy
408,489
+5,737
+1% +$510K 0.44% 71
2025
Q4
$32.3M Buy
402,752
+2,220
+0.6% +$184K 0.38% 81
2025
Q3
$30.2M Buy
400,532
+4,980
+1% +$364K 0.37% 79
2025
Q2
$27.5M Buy
395,552
+33,737
+9% +$2.34M 0.38% 85
2025
Q1
$25.6M Buy
361,815
+19,521
+6% +$1.38M 0.4% 82
2024
Q4
$24.5M Buy
342,294
+24,527
+8% +$1.91M 0.39% 80
2024
Q3
$26.9M Buy
317,767
+952
+0.3% +$74.3K 0.44% 71
2024
Q2
$22.4M Buy
316,815
+1,711
+0.5% +$121K 0.39% 83
2024
Q1
$20.1M Buy
315,104
+2,083
+0.7% +$122K 0.37% 85
2023
Q4
$19M Buy
313,021
+4,998
+2% +$285K 0.39% 87
2023
Q3
$17.6M Buy
308,023
+54,775
+22% +$3.79M 0.45% 76
2023
Q2
$18.8M Buy
253,248
+11,658
+5% +$883K 0.45% 77
2023
Q1
$18.6M Buy
241,590
+177,532
+277% +$13.7M 0.48% 72
2022
Q4
$5.36M Sell
64,058
-946
-1% -$76.4K 0.15% 138
2022
Q3
$5.31M Buy
65,004
+2,638
+4% +$224K 0.14% 142
2022
Q2
$4.83M Sell
62,366
-2,125
-3% -$162K 0.15% 141
2022
Q1
$5.46M Sell
64,491
-4,793
-7% -$384K 0.15% 140
2021
Q4
$6.47M Buy
69,284
+941
+1% +$81.3K 0.18% 139
2021
Q3
$5.37M Buy
68,343
+406
+0.6% +$32.7K 0.16% 139
2021
Q2
$4.98M Buy
67,937
+1,049
+2% +$78.7K 0.16% 146
2021
Q1
$5.06M Sell
66,888
-2,117
-3% -$165K 0.18% 140
2020
Q4
$5.32M Buy
69,005
+9,165
+15% +$686K 0.2% 132
2020
Q3
$4.15M Buy
59,840
+1,588
+3% +$110K 0.19% 124
2020
Q2
$3.5M Buy
58,252
+9,672
+20% +$579K 0.17% 130
2020
Q1
$2.92M Buy
48,580
+9,720
+25% +$611K 0.19% 111
2019
Q4
$2.35M Buy
38,860
+18,652
+92% +$1.09M 0.11% 168
2019
Q3
$1.18M Buy
20,208
+8,112
+67% +$439K 0.06% 188
2019
Q2
$619K Buy
12,096
+1,772
+17% +$87.2K 0.04% 208
2019
Q1
$492K Buy
10,324
+156
+2% +$7.13K 0.03% 215
2018
Q4
$442K Buy
10,168
+3,996
+65% +$175K 0.03% 222
2018
Q3
$259K Buy
6,172
+876
+17% +$37.3K 0.02% 203
2018
Q2
$221K Hold
5,296
0.02% 204
2018
Q1
$216K Sell
5,296
-208
-4% -$8.02K 0.02% 186
2017
Q4
$215K Buy
+5,504
New +$213K 0.02% 183

Other funds holding NEE

Advisors Capital Management's NEE Position: Q1 2026 in Review

Advisors Capital Management increased its NextEra Energy (NEE) stake by 1.4% in Q1 2026, buying an estimated $510K and bringing the position to 408,489 shares worth $37.9M. The position accounts for 0.44% of the portfolio, ranked #71.

Advisors Capital Management first reported a position in NEE in Q4 2017 and has held it in 34 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Advisors Capital Management held 408,489 shares of NextEra Energy worth $37.9M as of Q1 2026.
  • Advisors Capital Management bought 5,737 NextEra Energy shares in Q1 2026, an estimated $510K.
  • NextEra Energy made up 0.44% of Advisors Capital Management's portfolio in Q1 2026, its #71 holding.
  • Advisors Capital Management first reported a position in NextEra Energy in Q4 2017 and has held it in 34 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.