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

Asset Management Advisors LLC’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 		$10.1M Sell
115,311
-180
-0.2% -$16.3K 5.6% 6
2026
Q1 		$10.7M Buy
115,491
+50
+0% +$4.45K 6.49% 4
2025
Q4 		$9.27M Sell
115,441
-280
-0.2% -$23.2K 5.61% 5
2025
Q3 		$8.74M Sell
115,721
-645
-0.6% -$47.1K 5.33% 5
2025
Q2 		$8.08M Hold
116,366
– – 5.43% 5
2025
Q1 		$8.25M Buy
116,366
+1,050
+0.9% +$74.1K 5.62% 5
2024
Q4 		$8.27M Buy
115,316
+1,490
+1% +$116K 6.02% 6
2024
Q3 		$9.62M Sell
113,826
-168
-0.1% -$13.1K 6.72% 4
2024
Q2 		$8.07M Buy
113,994
+1,039
+0.9% +$73.7K 6.16% 3
2024
Q1 		$7.22M Buy
112,955
+58,595
+108% +$3.43M 5.61% 5
2023
Q4 		$3.3M Buy
+54,360
New +$3.1M 2.72% 15

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Asset Management Advisors LLC's NEE Position: Q2 2026 in Review

Asset Management Advisors LLC reduced its NextEra Energy (NEE) stake by 0.16% in Q2 2026, selling an estimated $16.3K and leaving 115,311 shares worth $10.1M. The position accounts for 5.6% of the portfolio, ranked #6.

Asset Management Advisors LLC first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.7M in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Asset Management Advisors LLC held 115,311 shares of NextEra Energy worth $10.1M as of Q2 2026.
  • Asset Management Advisors LLC sold 180 NextEra Energy shares in Q2 2026, an estimated $16.3K.
  • NextEra Energy made up 5.6% of Asset Management Advisors LLC's portfolio in Q2 2026, its #6 holding.
  • Asset Management Advisors LLC first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • Asset Management Advisors LLC's NextEra Energy position peaked at $10.7M in Q1 2026.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Asset Management Advisors LLC's 13F filing for Q2 2026, filed 2 Jul 2026.