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Archford Capital Strategies’s NextEra Energy NEE Stock Holding History

Archford Capital Strategies’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 		$1.74M Sell
19,802
-386
-2% -$34.9K 0.18% 113
2026
Q1 		$1.88M Buy
20,188
+173
+0.9% +$15.4K 0.21% 104
2025
Q4 		$1.61M Sell
20,015
-2,419
-11% -$200K 0.19% 116
2025
Q3 		$1.69M Sell
22,434
-2,538
-10% -$185K 0.2% 108
2025
Q2 		$1.73M Sell
24,972
-1,432
-5% -$99.5K 0.22% 103
2025
Q1 		$1.87M Sell
26,404
-14,521
-35% -$1.02M 0.27% 102
2024
Q4 		$2.93M Sell
40,925
-3
-0% -$233 0.44% 56
2024
Q3 		$3.39M Sell
40,928
-1,269
-3% -$99K 0.51% 50
2024
Q2 		$2.99M Sell
42,197
-395
-0.9% -$28K 0.48% 54
2024
Q1 		$2.72M Buy
42,592
+507
+1% +$29.7K 0.46% 58
2023
Q4 		$2.56M Buy
42,085
+7,089
+20% +$404K 0.47% 54
2023
Q3 		$2M Buy
34,996
+3,787
+12% +$262K 0.4% 63
2023
Q2 		$2.36M Buy
31,209
+4,182
+15% +$317K 0.45% 55
2023
Q1 		$2.12M Buy
27,027
+2,002
+8% +$154K 0.44% 52
2022
Q4 		$2.09M Buy
25,025
+2,849
+13% +$230K 0.48% 49
2022
Q3 		$1.74M Buy
22,176
+1,305
+6% +$111K 0.45% 55
2022
Q2 		$1.62M Buy
20,871
+137
+0.7% +$10.4K 0.41% 62
2022
Q1 		$1.79M Buy
20,734
+857
+4% +$68.7K 0.4% 61
2021
Q4 		$1.86M Buy
19,877
+480
+2% +$41.5K 0.42% 56
2021
Q3 		$1.52M Buy
19,397
+156
+0.8% +$12.6K 0.36% 65
2021
Q2 		$1.41M Buy
19,241
+206
+1% +$15.5K 0.35% 67
2021
Q1 		$1.53M Sell
19,035
-1,403
-7% -$109K 0.41% 63
2020
Q4 		$1.66M Sell
20,438
-246
-1% -$18.4K 0.38% 77
2020
Q3 		$1.44M Sell
20,684
-316
-2% -$21.8K 0.38% 80
2020
Q2 		$1.26M Sell
21,000
-676
-3% -$40.5K 0.38% 84
2020
Q1 		$1.3M Sell
21,676
-1,084
-5% -$68.1K 0.51% 62
2019
Q4 		$1.38M Sell
22,760
-792
-3% -$46.2K 0.48% 63
2019
Q3 		$1.37M Buy
23,552
+3,176
+16% +$172K 0.51% 55
2019
Q2 		$1.04M Sell
20,376
-6,812
-25% -$335K 0.38% 78
2019
Q1 		$1.31M Buy
27,188
+308
+1% +$14.1K 0.48% 56
2018
Q4 		$1.17M Sell
26,880
-2,056
-7% -$89.9K 0.47% 61
2018
Q3 		$1.21M Sell
28,936
-2,460
-8% -$105K 0.44% 64
2018
Q2 		$1.31M Buy
+31,396
New +$1.27M 0.46% 60
2018
Q1 		– Sell
-19,736
Closed -$771K – 698
2017
Q4 		$771K Sell
19,736
-812
-4% -$31.4K 0.29% 118
2017
Q3 		$753K Sell
20,548
-1,740
-8% -$63.7K 0.28% 124
2017
Q2 		$781K Sell
22,288
-324
-1% -$11.1K 0.31% 111
2017
Q1 		$726K Sell
22,612
-1,000
-4% -$31.4K 0.27% 121
2016
Q4 		$705K Sell
23,612
-7,776
-25% -$232K 0.3% 113
2016
Q3 		$959K Buy
31,388
+448
+1% +$14.1K 0.4% 88
2016
Q2 		$1.01M Sell
30,940
-1,148
-4% -$34.5K 0.53% 58
2016
Q1 		$949K Buy
32,088
+28,420
+775% +$798K 0.45% 75
2015
Q4 		$96K Buy
3,668
+2,000
+120% +$50.6K 0.04% 205
2015
Q3 		$41K Hold
1,668
– – 0.03% 203
2015
Q2 		$41K Hold
1,668
– – 0.03% 207
2015
Q1 		$43.4K Buy
1,668
+1,516
+997% +$40K 0.03% 212
2014
Q4 		$4K Sell
152
-16,116
-99% -$407K ﹤0.01% 414
2014
Q3 		$382K Sell
16,268
-960
-6% -$23.2K 0.3% 94
2014
Q2 		$441K Sell
17,228
-1,840
-10% -$44.8K 0.34% 85
2014
Q1 		$456K Buy
+19,068
New +$432K 0.38% 83

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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Archford Capital Strategies's NEE Position: Q2 2026 in Review

Archford Capital Strategies reduced its NextEra Energy (NEE) stake by 1.9% in Q2 2026, selling an estimated $34.9K and leaving 19,802 shares worth $1.74M. The position accounts for 0.18% of the portfolio, ranked #113.

Archford Capital Strategies first reported a position in NEE in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.39M in Q3 2024. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Archford Capital Strategies held 19,802 shares of NextEra Energy worth $1.74M as of Q2 2026.
  • Archford Capital Strategies sold 386 NextEra Energy shares in Q2 2026, an estimated $34.9K.
  • NextEra Energy made up 0.18% of Archford Capital Strategies's portfolio in Q2 2026, its #113 holding.
  • Archford Capital Strategies first reported a position in NextEra Energy in Q1 2014 and has held it in 49 quarters since.
  • Archford Capital Strategies's NextEra Energy position peaked at $3.39M in Q3 2024.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.