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Asset Advisors Investment Management’s NextEra Energy NEE Stock Holding History

Asset Advisors Investment Management’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 		$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

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

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. 986 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.
  • 986 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.