Affinity Capital Advisors
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Affinity Capital Advisors’s NextEra Energy NEE Stock Holding History

Affinity Capital 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
Q3 		$223K Sell
2,878
-836
-23% -$70.7K 0.03% 207
2026
Q2 		$325K Sell
3,714
-72
-2% -$6.51K 0.04% 139
2026
Q1 		$352K Sell
3,786
-238
-6% -$21.2K 0.05% 122
2025
Q4 		$323K Buy
4,024
+801
+25% +$66.3K 0.04% 124
2025
Q3 		$252K Hold
3,223
– – 0.04% 132
2025
Q2 		$224K Hold
3,223
– – 0.04% 148
2025
Q1 		$212K Hold
3,223
– – 0.04% 149
2024
Q4 		$227K Hold
3,223
– – 0.04% 142
2024
Q3 		$272K Hold
3,223
– – 0.05% 130
2024
Q2 		$228K Hold
3,223
– – 0.05% 140
2024
Q1 		$206K Sell
3,223
-217
-6% -$12.7K 0.05% 146
2023
Q4 		$209K Sell
3,440
-118
-3% -$6.72K 0.05% 132
2023
Q3 		$204K Buy
3,558
+174
+5% +$12K 0.06% 128
2023
Q2 		$251K Buy
3,384
+68
+2% +$5.15K 0.07% 109
2023
Q1 		$256K Hold
3,316
– – 0.08% 103
2022
Q4 		$277K Hold
3,316
– – 0.1% 88
2022
Q3 		$260K Hold
3,316
– – 0.09% 84
2022
Q2 		$257K Sell
3,316
-64
-2% -$4.87K 0.09% 91
2022
Q1 		$286K Buy
3,380
+64
+2% +$5.13K 0.09% 92
2021
Q4 		$310K Hold
3,316
– – 0.09% 93
2021
Q3 		$260K Sell
3,316
-73
-2% -$5.89K 0.09% 103
2021
Q2 		$248K Buy
3,389
+73
+2% +$5.48K 0.08% 107
2021
Q1 		$251K Hold
3,316
– – 0.09% 97
2020
Q4 		$256K Hold
3,316
– – 0.1% 92
2020
Q3 		$230K Buy
+3,316
New +$229K 0.13% 95
2020
Q2 		– Sell
-3,376
Closed -$208K – 99
2020
Q1 		$208K Sell
3,376
-300
-8% -$18.9K 0.15% 91
2019
Q4 		$223K Buy
+3,676
New +$215K 0.15% 104

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Affinity Capital Advisors's NEE Position: Q3 2026 in Review

Affinity Capital Advisors reduced its NextEra Energy (NEE) stake by 23% in Q3 2026, selling an estimated $70.7K and leaving 2,878 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #207.

Affinity Capital Advisors first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $352K in Q1 2026. 862 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Affinity Capital Advisors held 2,878 shares of NextEra Energy worth $223K as of Q3 2026.
  • Affinity Capital Advisors sold 836 NextEra Energy shares in Q3 2026, an estimated $70.7K.
  • NextEra Energy made up 0.03% of Affinity Capital Advisors's portfolio in Q3 2026, its #207 holding.
  • Affinity Capital Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • Affinity Capital Advisors's NextEra Energy position peaked at $352K in Q1 2026.
  • 862 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.