American Capital Advisory’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
Q2
$13.3K Buy
151
+7
+5% +$633 ﹤0.01% 332
2026
Q1
$13.4K Buy
144
+30
+26% +$2.67K 0.01% 324
2025
Q4
$9.15K Buy
114
+13
+13% +$1.08K ﹤0.01% 331
2025
Q3
$7.63K Sell
101
-208
-67% -$15.2K ﹤0.01% 327
2025
Q2
$21.5K Buy
309
+24
+8% +$1.67K 0.01% 259
2025
Q1
$20.2K Buy
285
+18
+7% +$1.27K 0.01% 262
2024
Q4
$19.1K Hold
267
0.01% 254
2024
Q3
$22.6K Sell
267
-8
-3% -$624 0.01% 243
2024
Q2
$16.7K Sell
275
-205
-43% -$14.5K 0.01% 230
2024
Q1
$37K Buy
480
+205
+75% +$12K 0.03% 160
2023
Q4
$16.7K Buy
+275
New +$15.7K 0.01% 230

Other funds holding NEE

American Capital Advisory's NEE Position: Q2 2026 in Review

American Capital Advisory increased its NextEra Energy (NEE) stake by 4.9% in Q2 2026, buying an estimated $633 and bringing the position to 151 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

American Capital Advisory first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $37K in Q1 2024. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • American Capital Advisory held 151 shares of NextEra Energy worth $13.3K as of Q2 2026.
  • American Capital Advisory bought 7 NextEra Energy shares in Q2 2026, an estimated $633.
  • NextEra Energy made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #332 holding.
  • American Capital Advisory first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • American Capital Advisory's NextEra Energy position peaked at $37K in Q1 2024.
  • 3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.