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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
2021
Q2 		– Sell
-550,000
Closed -$41.6M – 592
2021
Q1 		$41.6M Buy
550,000
+250,000
+83% +$19.5M 1.49% 22
2020
Q4 		$23.1M Buy
+300,000
New +$22.4M 1.06% 21
2019
Q4 		– Sell
-280,000
Closed -$16.3M – 548
2019
Q3 		$16.3M Buy
+280,000
New +$15.2M 0.91% 20

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. 3,039 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.
  • 3,039 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.