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Apella Capital’s NextEra Energy NEE Stock Holding History

Apella Capital’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 		$3.18M Sell
35,992
-2,164
-6% -$196K 0.05% 214
2026
Q1 		$3.51M Buy
38,156
+28,280
+286% +$2.51M 0.05% 202
2025
Q4 		$793K Buy
9,876
+1,521
+18% +$126K 0.02% 299
2025
Q3 		$711K Buy
8,355
+620
+8% +$45.3K 0.02% 284
2025
Q2 		$578K Buy
7,735
+178
+2% +$12.4K 0.02% 280
2025
Q1 		$511K Buy
7,557
+3,024
+67% +$213K 0.02% 253
2024
Q4 		$325K Buy
4,533
+5
+0.1% +$388 0.01% 280
2024
Q3 		$387K Buy
4,528
+970
+27% +$75.7K 0.02% 240
2024
Q2 		$257K Sell
3,558
-20
-0.6% -$1.42K 0.01% 275
2024
Q1 		$234K Sell
3,578
-4
-0.1% -$234 0.01% 268
2023
Q4 		$221K Sell
3,582
-423
-11% -$24.1K 0.01% 269
2023
Q3 		$229K Sell
4,005
-215
-5% -$14.9K 0.02% 240
2023
Q2 		$313K Buy
+4,220
New +$319K 0.02% 209
2022
Q4 		$322K Buy
3,857
+887
+30% +$71.7K 0.03% 186
2022
Q3 		$233K Buy
2,970
+17
+0.6% +$1.44K 0.03% 194
2022
Q2 		$229K Buy
2,953
+371
+14% +$28.2K 0.03% 198
2022
Q1 		$219K Buy
2,582
+10
+0.4% +$801 0.03% 191
2021
Q4 		$240K Buy
+2,572
New +$222K 0.03% 180

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Apella Capital's NEE Position: Q2 2026 in Review

Apella Capital reduced its NextEra Energy (NEE) stake by 5.7% in Q2 2026, selling an estimated $196K and leaving 35,992 shares worth $3.18M. The position accounts for 0.05% of the portfolio, ranked #214.

Apella Capital first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.51M in Q1 2026. 716 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Apella Capital held 35,992 shares of NextEra Energy worth $3.18M as of Q2 2026.
  • Apella Capital sold 2,164 NextEra Energy shares in Q2 2026, an estimated $196K.
  • NextEra Energy made up 0.05% of Apella Capital's portfolio in Q2 2026, its #214 holding.
  • Apella Capital first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • Apella Capital's NextEra Energy position peaked at $3.51M in Q1 2026.
  • 716 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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