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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aptus Capital Advisors's NEE Position: Q1 2026 in Review

Aptus Capital Advisors reduced its NextEra Energy (NEE) stake by 2% in Q1 2026, selling an estimated $441K and leaving 238,045 shares worth $22.1M. The position accounts for 0.17% of the portfolio, ranked #110.

Aptus Capital Advisors first reported a position in NEE in Q3 2019 and has held it in 27 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Aptus Capital Advisors held 238,045 shares of NextEra Energy worth $22.1M as of Q1 2026.
Aptus Capital Advisors sold 4,963 NextEra Energy shares in Q1 2026, an estimated $441K.
NextEra Energy made up 0.17% of Aptus Capital Advisors's portfolio in Q1 2026, its #110 holding.
Aptus Capital Advisors first reported a position in NextEra Energy in Q3 2019 and has held it in 27 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.