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Annex Advisory Services’s NextEra Energy NEE Stock Holding History

Annex Advisory Services’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 		$62.4M Buy
711,009
+86,585
+14% +$7.83M 1.07% 29
2026
Q1 		$58M Buy
624,424
+579,790
+1,299% +$51.5M 1.09% 27
2025
Q4 		$3.58M Buy
44,634
+57
+0.1% +$4.72K 0.07% 126
2025
Q3 		$3.37M Sell
44,577
-1,678
-4% -$123K 0.07% 110
2025
Q2 		$3.21M Buy
46,255
+32,886
+246% +$2.28M 0.08% 109
2025
Q1 		$948K Sell
13,369
-337
-2% -$23.8K 0.03% 165
2024
Q4 		$983K Buy
13,706
+6,898
+101% +$536K 0.03% 161
2024
Q3 		$575K Sell
6,808
-556
-8% -$43.4K 0.02% 179
2024
Q2 		$521K Buy
7,364
+584
+9% +$41.4K 0.02% 181
2024
Q1 		$433K Sell
6,780
-379
-5% -$22.2K 0.02% 192
2023
Q4 		$435K Sell
7,159
-39,345
-85% -$2.24M 0.02% 185
2023
Q3 		$2.66M Sell
46,504
-40,036
-46% -$2.77M 0.16% 82
2023
Q2 		$6.42M Buy
86,540
+46,925
+118% +$3.55M 0.36% 55
2023
Q1 		$3.05M Sell
39,615
-380
-1% -$29.2K 0.16% 77
2022
Q4 		$3.34M Buy
39,995
+240
+0.6% +$19.4K 0.19% 72
2022
Q3 		$3.12M Sell
39,755
-6,572
-14% -$558K 0.21% 73
2022
Q2 		$3.59M Buy
46,327
+1,185
+3% +$90.2K 0.26% 69
2022
Q1 		$3.82M Sell
45,142
-428
-0.9% -$34.3K 0.28% 67
2021
Q4 		$4.25M Buy
45,570
+1,907
+4% +$165K 0.29% 65
2021
Q3 		$3.43M Buy
43,663
+1,889
+5% +$152K 0.28% 63
2021
Q2 		$3.06M Buy
41,774
+891
+2% +$66.9K 0.25% 71
2021
Q1 		$3.09M Buy
40,883
+4
+0% +$312 0.3% 60
2020
Q4 		$3.15M Sell
40,879
-2,141
-5% -$160K 0.31% 53
2020
Q3 		$2.98M Sell
43,020
-304
-0.7% -$21K 0.38% 32
2020
Q2 		$2.6M Buy
43,324
+804
+2% +$48.1K 0.36% 35
2020
Q1 		$2.56M Sell
42,520
-336
-0.8% -$21.1K 0.36% 28
2019
Q4 		$2.59M Hold
42,856
– – 0.31% 40
2019
Q3 		$2.5M Buy
+42,856
New +$2.32M 0.34% 37
2018
Q1 		– Sell
-33,108
Closed -$1.29M – 135
2017
Q4 		$1.29M Sell
33,108
-2,864
-8% -$111K 0.24% 44
2017
Q3 		$1.32M Buy
35,972
+3,840
+12% +$141K 0.27% 34
2017
Q2 		$1.13M Buy
32,132
+3,020
+10% +$103K 0.25% 36
2017
Q1 		$934K Buy
29,112
+1,692
+6% +$53.2K 0.23% 38
2016
Q4 		$819K Sell
27,420
-1,392
-5% -$41.6K 0.2% 45
2016
Q3 		$881K Sell
28,812
-996
-3% -$31.4K 0.23% 32
2016
Q2 		$972K Buy
29,808
+416
+1% +$12.5K 0.26% 27
2016
Q1 		$870K Buy
29,392
+956
+3% +$26.8K 0.25% 28
2015
Q4 		$739K Buy
28,436
+4,496
+19% +$114K 0.22% 36
2015
Q3 		$584K Buy
23,940
+5,236
+28% +$133K 0.19% 40
2015
Q2 		$458K Buy
18,704
+4,692
+33% +$119K 0.15% 52
2015
Q1 		$364K Buy
14,012
+3,976
+40% +$105K 0.12% 59
2014
Q4 		$267K Buy
+10,036
New +$253K 0.08% 75

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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Annex Advisory Services's NEE Position: Q2 2026 in Review

Annex Advisory Services increased its NextEra Energy (NEE) stake by 14% in Q2 2026, buying an estimated $7.83M and bringing the position to 711,009 shares worth $62.4M. The position accounts for 1.07% of the portfolio, ranked #29.

Annex Advisory Services first reported a position in NEE in Q4 2014 and has held it in 41 quarters since. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Annex Advisory Services held 711,009 shares of NextEra Energy worth $62.4M as of Q2 2026.
  • Annex Advisory Services bought 86,585 NextEra Energy shares in Q2 2026, an estimated $7.83M.
  • NextEra Energy made up 1.07% of Annex Advisory Services's portfolio in Q2 2026, its #29 holding.
  • Annex Advisory Services first reported a position in NextEra Energy in Q4 2014 and has held it in 41 quarters since.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.