AWM
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Apollon Wealth Management’s NextEra Energy NEE Stock Holding History

Apollon Wealth Management’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 		$27.7M Buy
315,851
+97,289
+45% +$8.8M 0.34% 59
2026
Q1 		$20.3M Buy
218,562
+41,388
+23% +$3.68M 0.33% 58
2025
Q4 		$14.2M Buy
177,174
+4,427
+3% +$367K 0.25% 85
2025
Q3 		$13M Sell
172,747
-1,325
-0.8% -$96.8K 0.23% 85
2025
Q2 		$12.1M Buy
174,072
+5,213
+3% +$362K 0.24% 80
2025
Q1 		$12M Buy
168,859
+75,035
+80% +$5.3M 0.26% 78
2024
Q4 		$6.73M Buy
93,824
+7,923
+9% +$615K 0.16% 119
2024
Q3 		$7.26M Buy
85,901
+1,067
+1% +$83.3K 0.21% 84
2024
Q2 		$6.01M Sell
84,834
-490
-0.6% -$34.8K 0.18% 100
2024
Q1 		$5.45M Sell
85,324
-1,052
-1% -$61.6K 0.17% 107
2023
Q4 		$5.25M Buy
86,376
+13,009
+18% +$741K 0.18% 103
2023
Q3 		$4.2M Buy
73,367
+3,821
+5% +$265K 0.21% 89
2023
Q2 		$5.16M Buy
69,546
+11,223
+19% +$850K 0.25% 80
2023
Q1 		$4.5M Sell
58,323
-83
-0.1% -$6.38K 0.28% 76
2022
Q4 		$4.88M Buy
58,406
+33
+0.1% +$2.67K 0.35% 57
2022
Q3 		$4.58M Buy
58,373
+952
+2% +$80.8K 0.38% 52
2022
Q2 		$4.45M Buy
57,421
+117
+0.2% +$8.91K 0.37% 51
2022
Q1 		$4.85M Sell
57,304
-12,892
-18% -$1.03M 0.34% 59
2021
Q4 		$6.55M Buy
70,196
+34,618
+97% +$2.99M 0.49% 36
2021
Q3 		$2.79M Buy
35,578
+9,783
+38% +$789K 0.38% 49
2021
Q2 		$1.89M Buy
25,795
+2,710
+12% +$203K 0.34% 53
2021
Q1 		$1.75M Buy
23,085
+19,149
+487% +$1.49M 0.34% 57
2020
Q4 		$304K Sell
3,936
-7,164
-65% -$536K 0.08% 156
2020
Q3 		$770K Buy
11,100
+5,576
+101% +$385K 0.35% 69
2020
Q2 		$332K Buy
5,524
+1,864
+51% +$112K 0.18% 71
2020
Q1 		$220K Buy
+3,660
New +$230K 0.23% 55

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

Apollon Wealth Management's NEE Position: Q2 2026 in Review

Apollon Wealth Management increased its NextEra Energy (NEE) stake by 45% in Q2 2026, buying an estimated $8.8M and bringing the position to 315,851 shares worth $27.7M. The position accounts for 0.34% of the portfolio, ranked #59.

Apollon Wealth Management first reported a position in NEE in Q1 2020 and has held it in 26 quarters since. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Apollon Wealth Management held 315,851 shares of NextEra Energy worth $27.7M as of Q2 2026.
  • Apollon Wealth Management bought 97,289 NextEra Energy shares in Q2 2026, an estimated $8.8M.
  • NextEra Energy made up 0.34% of Apollon Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Apollon Wealth Management first reported a position in NextEra Energy in Q1 2020 and has held it in 26 quarters since.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.