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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Affinity Capital Advisors's NEE Position: Q2 2026 in Review

Affinity Capital Advisors reduced its NextEra Energy (NEE) stake by 1.9% in Q2 2026, selling an estimated $6.51K and leaving 3,714 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #139.

Affinity Capital Advisors first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $352K in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Affinity Capital Advisors held 3,714 shares of NextEra Energy worth $325K as of Q2 2026.
  • Affinity Capital Advisors sold 72 NextEra Energy shares in Q2 2026, an estimated $6.51K.
  • NextEra Energy made up 0.04% of Affinity Capital Advisors's portfolio in Q2 2026, its #139 holding.
  • Affinity Capital Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • Affinity Capital Advisors's NextEra Energy position peaked at $352K in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.