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Aptus Capital Advisors’s NextEra Energy NEE Stock Holding History

Aptus Capital Advisors’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 		$21.9M Buy
249,800
+11,755
+5% +$1.06M 0.15% 117
2026
Q1 		$22.1M Sell
238,045
-4,963
-2% -$441K 0.17% 110
2025
Q4 		$19.5M Buy
243,008
+9,891
+4% +$819K 0.14% 133
2025
Q3 		$17.6M Buy
233,117
+25,317
+12% +$1.85M 0.13% 149
2025
Q2 		$14.4M Sell
207,800
-47,895
-19% -$3.33M 0.12% 153
2025
Q1 		$18.1M Buy
255,695
+26,713
+12% +$1.89M 0.19% 116
2024
Q4 		$16.4M Buy
228,982
+47,548
+26% +$3.69M 0.17% 113
2024
Q3 		$15.3M Buy
181,434
+30,965
+21% +$2.42M 0.23% 108
2024
Q2 		$10.7M Buy
150,469
+31,315
+26% +$2.22M 0.19% 108
2024
Q1 		$7.62M Buy
119,154
+10,934
+10% +$641K 0.14% 136
2023
Q4 		$6.57M Sell
108,220
-73,631
-40% -$4.2M 0.18% 107
2023
Q3 		$10.4M Sell
181,851
-8,517
-4% -$590K 0.28% 79
2023
Q2 		$14.1M Sell
190,368
-31,051
-14% -$2.35M 0.34% 64
2023
Q1 		$17.1M Buy
221,419
+962
+0.4% +$74K 0.46% 42
2022
Q4 		$18.4M Buy
220,457
+26,818
+14% +$2.17M 0.57% 32
2022
Q3 		$15.2M Sell
193,639
-4,635
-2% -$393K 0.37% 37
2022
Q2 		$15.4M Buy
198,274
+32,079
+19% +$2.44M 0.4% 36
2022
Q1 		$14.1M Buy
166,195
+42,148
+34% +$3.38M 0.35% 34
2021
Q4 		$11.6M Buy
124,047
+17,745
+17% +$1.53M 0.35% 41
2021
Q3 		$8.35M Buy
106,302
+12,726
+14% +$1.03M 0.22% 57
2021
Q2 		$6.86M Buy
93,576
+1,531
+2% +$115K 0.2% 62
2021
Q1 		$6.96M Sell
92,045
-15,907
-15% -$1.24M 0.25% 55
2020
Q4 		$8.33M Buy
107,952
+16,964
+19% +$1.27M 0.38% 48
2020
Q3 		$6.31M Buy
90,988
+2,516
+3% +$174K 0.34% 55
2020
Q2 		$5.31M Buy
88,472
+6,932
+9% +$415K 0.33% 55
2020
Q1 		$4.9M Buy
81,540
+39,692
+95% +$2.5M 0.42% 46
2019
Q4 		$2.53M Buy
41,848
+38,660
+1,213% +$2.26M 0.18% 117
2019
Q3 		$185K Buy
+3,188
New +$173K 0.01% 359

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aptus Capital Advisors's NEE Position: Q2 2026 in Review

Aptus Capital Advisors increased its NextEra Energy (NEE) stake by 4.9% in Q2 2026, buying an estimated $1.06M and bringing the position to 249,800 shares worth $21.9M. The position accounts for 0.15% of the portfolio, ranked #117.

Aptus Capital Advisors first reported a position in NEE in Q3 2019 and has held it in 28 quarters since. The position peaked at $22.1M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Aptus Capital Advisors held 249,800 shares of NextEra Energy worth $21.9M as of Q2 2026.
  • Aptus Capital Advisors bought 11,755 NextEra Energy shares in Q2 2026, an estimated $1.06M.
  • NextEra Energy made up 0.15% of Aptus Capital Advisors's portfolio in Q2 2026, its #117 holding.
  • Aptus Capital Advisors first reported a position in NextEra Energy in Q3 2019 and has held it in 28 quarters since.
  • Aptus Capital Advisors's NextEra Energy position peaked at $22.1M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.