American Investment Services’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 | $705K | Hold |
7,586
| – | – | 0.16% | 76 |
|
|
2025
Q4 | $609K | Hold |
7,586
| – | – | 0.14% | 85 |
|
|
2025
Q3 | $573K | Hold |
7,586
| – | – | 0.14% | 89 |
|
|
2025
Q2 | $527K | Sell |
7,586
-52
| -0.7% | -$3.61K | 0.13% | 89 |
|
|
2025
Q1 | $541K | Hold |
7,638
| – | – | 0.1% | 103 |
|
|
2024
Q4 | $548K | Hold |
7,638
| – | – | 0.1% | 105 |
|
|
2024
Q3 | $646K | Hold |
7,638
| – | – | 0.11% | 100 |
|
|
2024
Q2 | $541K | Hold |
7,638
| – | – | 0.1% | 105 |
|
|
2024
Q1 | $488K | Hold |
7,638
| – | – | 0.09% | 105 |
|
|
2023
Q4 | $464K | Hold |
7,638
| – | – | 0.09% | 105 |
|
|
2023
Q3 | $438K | Hold |
7,638
| – | – | 0.09% | 100 |
|
|
2023
Q2 | $567K | Sell |
7,638
-70
| -0.9% | -$5.3K | 0.11% | 94 |
|
|
2023
Q1 | $644K | Hold |
7,708
| – | – | 0.13% | 89 |
|
|
2022
Q4 | $644K | Hold |
7,708
| – | – | 0.13% | 89 |
|
|
2022
Q3 | $604K | Hold |
7,708
| – | – | 0.14% | 80 |
|
|
2022
Q2 | $597K | Hold |
7,708
| – | – | 0.14% | 79 |
|
|
2022
Q1 | $653K | Hold |
7,708
| – | – | 0.14% | 76 |
|
|
2021
Q4 | $720K | Hold |
7,708
| – | – | 0.16% | 76 |
|
|
2021
Q3 | $605K | Hold |
7,708
| – | – | 0.14% | 79 |
|
|
2021
Q2 | $565K | Sell |
7,708
-168
| -2% | -$12.6K | 0.13% | 77 |
|
|
2021
Q1 | $596K | Hold |
7,876
| – | – | 0.16% | 72 |
|
|
2020
Q4 | $608K | Hold |
7,876
| – | – | 0.18% | 69 |
|
|
2020
Q3 | $547K | Hold |
7,876
| – | – | 0.18% | 87 |
|
|
2020
Q2 | $473K | Sell |
7,876
-640
| -8% | -$38.3K | 0.17% | 92 |
|
|
2020
Q1 | $512K | Hold |
8,516
| – | – | 0.2% | 85 |
|
|
2019
Q4 | $516K | Buy |
8,516
+448
| +6% | +$26.2K | 0.16% | 99 |
|
|
2019
Q3 | $470K | Sell |
8,068
-20
| -0.2% | -$1.08K | 0.15% | 96 |
|
|
2019
Q2 | $414K | Sell |
8,088
-616
| -7% | -$30.3K | 0.13% | 99 |
|
|
2019
Q1 | $421K | Sell |
8,704
-336
| -4% | -$15.4K | 0.13% | 95 |
|
|
2018
Q4 | $393K | Hold |
9,040
| – | – | 0.14% | 87 |
|
|
2018
Q3 | $379K | Hold |
9,040
| – | – | 0.13% | 88 |
|
|
2018
Q2 | $377K | Sell |
9,040
-800
| -8% | -$32.3K | 0.13% | 85 |
|
|
2018
Q1 | $402K | Buy |
9,840
+640
| +7% | +$24.7K | 0.14% | 81 |
|
|
2017
Q4 | $359K | Hold |
9,200
| – | – | 0.13% | 84 |
|
|
2017
Q3 | $337K | Hold |
9,200
| – | – | 0.13% | 84 |
|
|
2017
Q2 | $322K | Hold |
9,200
| – | – | 0.13% | 83 |
|
|
2017
Q1 | $295K | Hold |
9,200
| – | – | 0.12% | 85 |
|
|
2016
Q4 | $275K | Sell |
9,200
-80
| -0.9% | -$2.39K | 0.11% | 87 |
|
|
2016
Q3 | $284K | Buy |
+9,280
| New | +$292K | 0.12% | 89 |
|
Other funds holding NEE
VCM
VPM
American Investment Services's NEE Position: Q1 2026 in Review
American Investment Services held its NextEra Energy (NEE) position steady in Q1 2026 at 7,586 shares worth $705K. The position accounts for 0.16% of the portfolio, ranked #76.
American Investment Services first reported a position in NEE in Q3 2016 and has held it in 39 quarters since. The position peaked at $720K in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- American Investment Services held 7,586 shares of NextEra Energy worth $705K as of Q1 2026.
- American Investment Services left its NextEra Energy share count unchanged in Q1 2026.
- NextEra Energy made up 0.16% of American Investment Services's portfolio in Q1 2026, its #76 holding.
- American Investment Services first reported a position in NextEra Energy in Q3 2016 and has held it in 39 quarters since.
- American Investment Services's NextEra Energy position peaked at $720K in Q4 2021.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.