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Astoria Portfolio Advisors’s NextEra Energy NEE Stock Holding History

Astoria Portfolio Advisors’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 		$1.03M Buy
11,701
+5,353
+84% +$484K 0.17% 88
2026
Q1 		$602K Sell
6,348
-510
-7% -$45.3K 0.13% 114
2025
Q4 		$645K Buy
6,858
+946
+16% +$78.4K 0.15% 107
2025
Q3 		$497K Sell
5,912
-10,031
-63% -$733K 0.13% 140
2025
Q2 		$1.15M Buy
15,943
+8,883
+126% +$617K 0.32% 60
2025
Q1 		$475K Buy
7,060
+2,562
+57% +$181K 0.16% 116
2024
Q4 		$306K Sell
4,498
-17
-0.4% -$1.32K 0.11% 156
2024
Q3 		$370K Sell
4,515
-16
-0.4% -$1.25K 0.13% 127
2024
Q2 		$321K Sell
4,531
-187
-4% -$13.3K 0.11% 131
2024
Q1 		$296K Buy
4,718
+200
+4% +$11.7K 0.11% 126
2023
Q4 		$254K Sell
4,518
-6,881
-60% -$392K 0.1% 149
2023
Q3 		$656K Buy
11,399
+460
+4% +$31.8K 0.32% 59
2023
Q2 		$806K Buy
10,939
+519
+5% +$39.3K 0.31% 57
2023
Q1 		$804K Buy
10,420
+4,313
+71% +$332K 0.34% 50
2022
Q4 		$500K Buy
6,107
+718
+13% +$58K 0.23% 77
2022
Q3 		$423K Sell
5,389
-134
-2% -$11.4K 0.29% 80
2022
Q2 		$428K Buy
+5,523
New +$420K 0.31% 78

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Astoria Portfolio Advisors's NEE Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its NextEra Energy (NEE) stake by 84% in Q2 2026, buying an estimated $484K and bringing the position to 11,701 shares worth $1.03M. The position accounts for 0.17% of the portfolio, ranked #88.

Astoria Portfolio Advisors first reported a position in NEE in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.15M in Q2 2025. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Astoria Portfolio Advisors held 11,701 shares of NextEra Energy worth $1.03M as of Q2 2026.
  • Astoria Portfolio Advisors bought 5,353 NextEra Energy shares in Q2 2026, an estimated $484K.
  • NextEra Energy made up 0.17% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #88 holding.
  • Astoria Portfolio Advisors first reported a position in NextEra Energy in Q2 2022 and has held it in 17 quarters since.
  • Astoria Portfolio Advisors's NextEra Energy position peaked at $1.15M in Q2 2025.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.