Asset Advisors Investment Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.33M | Buy |
72,157
+7,119
| +11% | +$644K | 0.58% | 44 |
|
|
2026
Q1 | $6.04M | Buy |
65,038
+10,350
| +19% | +$920K | 0.58% | 44 |
|
|
2025
Q4 | $4.39M | Buy |
54,688
+15,071
| +38% | +$1.25M | 0.41% | 49 |
|
|
2025
Q3 | $2.99M | Buy |
39,617
+1,887
| +5% | +$138K | 0.28% | 54 |
|
|
2025
Q2 | $2.62M | Sell |
37,730
-1,299
| -3% | -$90.2K | 0.26% | 52 |
|
|
2025
Q1 | $2.77M | Sell |
39,029
-598
| -2% | -$42.2K | 0.29% | 53 |
|
|
2024
Q4 | $2.84M | Buy |
39,627
+475
| +1% | +$36.9K | 0.3% | 52 |
|
|
2024
Q3 | $3.31M | Buy |
39,152
+2,116
| +6% | +$165K | 0.34% | 48 |
|
|
2024
Q2 | $2.62M | Buy |
37,036
+4,158
| +13% | +$295K | 0.29% | 51 |
|
|
2024
Q1 | $2.1M | Sell |
32,878
-26,992
| -45% | -$1.58M | 0.24% | 54 |
|
|
2023
Q4 | $3.64M | Sell |
59,870
-51,952
| -46% | -$2.96M | 0.44% | 44 |
|
|
2023
Q3 | $6.41M | Sell |
111,822
-16,858
| -13% | -$1.17M | 0.86% | 32 |
|
|
2023
Q2 | $9.55M | Sell |
128,680
-4,760
| -4% | -$360K | 1.22% | 23 |
|
|
2023
Q1 | $10.3M | Sell |
133,440
-1,000
| -0.7% | -$76.9K | 1.35% | 23 |
|
|
2022
Q4 | $11.2M | Sell |
134,440
-1,710
| -1% | -$138K | 1.48% | 22 |
|
|
2022
Q3 | $10.7M | Sell |
136,150
-1,240
| -0.9% | -$105K | 1.52% | 24 |
|
|
2022
Q2 | $10.6M | Sell |
137,390
-10,030
| -7% | -$764K | 1.45% | 23 |
|
|
2022
Q1 | $12.5M | Sell |
147,420
-244
| -0.2% | -$19.6K | 1.39% | 24 |
|
|
2021
Q4 | $13.8M | Buy |
147,664
+1,500
| +1% | +$130K | 1.39% | 25 |
|
|
2021
Q3 | $11.5M | Buy |
146,164
+5,102
| +4% | +$411K | 1.28% | 26 |
|
|
2021
Q2 | $10.3M | Buy |
141,062
+2,930
| +2% | +$220K | 1.14% | 30 |
|
|
2021
Q1 | $10.8M | Buy |
138,132
+5,785
| +4% | +$451K | 1.26% | 28 |
|
|
2020
Q4 | $10.2M | Buy |
132,347
+34,987
| +36% | +$2.62M | 1.32% | 26 |
|
|
2020
Q3 | $6.76M | Buy |
97,360
+38,112
| +64% | +$2.63M | 1.02% | 33 |
|
|
2020
Q2 | $3.56M | Buy |
59,248
+30,360
| +105% | +$1.82M | 0.57% | 40 |
|
|
2020
Q1 | $1.74M | Buy |
28,888
+11,380
| +65% | +$715K | 0.32% | 51 |
|
|
2019
Q4 | $1.08M | Buy |
17,508
+9,920
| +131% | +$579K | 0.16% | 68 |
|
|
2019
Q3 | $442K | Buy |
7,588
+120
| +2% | +$6.49K | 0.07% | 80 |
|
|
2019
Q2 | $382K | Sell |
7,468
-2,400
| -24% | -$118K | 0.06% | 78 |
|
|
2019
Q1 | $477K | Hold |
9,868
| – | – | 0.08% | 77 |
|
|
2018
Q4 | $429K | Sell |
9,868
-1,200
| -11% | -$52.5K | 0.09% | 73 |
|
|
2018
Q3 | $464K | Buy |
+11,068
| New | +$471K | 0.08% | 86 |
|
Other funds holding NEE
Asset Advisors Investment Management's NEE Position: Q2 2026 in Review
Asset Advisors Investment Management increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $644K and bringing the position to 72,157 shares worth $6.33M. The position accounts for 0.58% of the portfolio, ranked #44.
Asset Advisors Investment Management first reported a position in NEE in Q3 2018 and has held it in 32 quarters since. The position peaked at $13.8M in Q4 2021. 3,053 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Asset Advisors Investment Management held 72,157 shares of NextEra Energy worth $6.33M as of Q2 2026.
- Asset Advisors Investment Management bought 7,119 NextEra Energy shares in Q2 2026, an estimated $644K.
- NextEra Energy made up 0.58% of Asset Advisors Investment Management's portfolio in Q2 2026, its #44 holding.
- Asset Advisors Investment Management first reported a position in NextEra Energy in Q3 2018 and has held it in 32 quarters since.
- Asset Advisors Investment Management's NextEra Energy position peaked at $13.8M in Q4 2021.
- 3,053 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Asset Advisors Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.