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Ashton Thomas Private Wealth’s NextEra Energy NEE Stock Holding History

Ashton Thomas Private Wealth’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 		$9.57M Sell
109,004
-5,074
-4% -$459K 0.2% 111
2026
Q1 		$10.6M Sell
114,078
-4,041
-3% -$359K 0.25% 81
2025
Q4 		$9.48M Buy
118,119
+4,124
+4% +$342K 0.23% 93
2025
Q3 		$8.61M Buy
113,995
+23,792
+26% +$1.74M 0.22% 108
2025
Q2 		$6.26M Buy
90,203
+3,384
+4% +$235K 0.22% 116
2025
Q1 		$6.15M Buy
86,819
+7,277
+9% +$514K 0.24% 110
2024
Q4 		$5.7M Buy
79,542
+2,127
+3% +$165K 0.22% 106
2024
Q3 		$6.54M Buy
77,415
+10,852
+16% +$847K 0.34% 73
2024
Q2 		$4.71M Buy
66,563
+8,872
+15% +$629K 0.26% 100
2024
Q1 		$3.69M Buy
57,691
+7,713
+15% +$452K 0.21% 131
2023
Q4 		$3.04M Buy
49,978
+5,493
+12% +$313K 0.19% 145
2023
Q3 		$2.55M Buy
44,485
+7,985
+22% +$553K 0.19% 150
2023
Q2 		$2.71M Buy
36,500
+9,185
+34% +$695K 0.21% 132
2023
Q1 		$2.11M Buy
27,315
+1,858
+7% +$143K 0.18% 151
2022
Q4 		$2.13M Buy
25,457
+589
+2% +$47.6K 0.21% 134
2022
Q3 		$1.95M Sell
24,868
-1,540
-6% -$131K 0.22% 127
2022
Q2 		$2.05M Sell
26,408
-13,628
-34% -$1.04M 0.22% 126
2022
Q1 		$3.39M Buy
40,036
+17,718
+79% +$1.42M 0.3% 92
2021
Q4 		$2.08M Buy
22,318
+6,714
+43% +$580K 0.2% 133
2021
Q3 		$1.23M Buy
15,604
+1,865
+14% +$150K 0.18% 137
2021
Q2 		$1.01M Buy
13,739
+1,848
+16% +$139K 0.15% 161
2021
Q1 		$899K Buy
11,891
+1,766
+17% +$138K 0.15% 158
2020
Q4 		$781K Buy
10,125
+321
+3% +$24K 0.15% 177
2020
Q3 		$680K Buy
9,804
+1,060
+12% +$73.2K 0.17% 143
2020
Q2 		$525K Buy
8,744
+2,152
+33% +$129K 0.16% 154
2020
Q1 		$396K Sell
6,592
-992
-13% -$62.4K 0.16% 139
2019
Q4 		$459K Buy
7,584
+280
+4% +$16.3K 0.15% 146
2019
Q3 		$425K Buy
7,304
+104
+1% +$5.63K 0.18% 115
2019
Q2 		$369K Buy
7,200
+1,272
+21% +$62.6K 0.14% 125
2019
Q1 		$287K Buy
+5,928
New +$271K 0.12% 137

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 $3.38T AUM 44.17% 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

Ashton Thomas Private Wealth's NEE Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its NextEra Energy (NEE) stake by 4.4% in Q2 2026, selling an estimated $459K and leaving 109,004 shares worth $9.57M. The position accounts for 0.2% of the portfolio, ranked #111.

Ashton Thomas Private Wealth first reported a position in NEE in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.6M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Ashton Thomas Private Wealth held 109,004 shares of NextEra Energy worth $9.57M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 5,074 NextEra Energy shares in Q2 2026, an estimated $459K.
  • NextEra Energy made up 0.2% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #111 holding.
  • Ashton Thomas Private Wealth first reported a position in NextEra Energy in Q1 2019 and has held it in 30 quarters since.
  • Ashton Thomas Private Wealth's NextEra Energy position peaked at $10.6M in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.