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Aull & Monroe Investment Management’s NextEra Energy NEE Stock Holding History

Aull & Monroe 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 		$4.52M Buy
51,464
+300
+0.6% +$27.1K 1.89% 15
2026
Q1 		$4.75M Sell
51,164
-497
-1% -$44.2K 2.21% 13
2025
Q4 		$4.15M Buy
51,661
+70
+0.1% +$5.8K 2.08% 14
2025
Q3 		$3.89M Sell
51,591
-4,922
-9% -$360K 1.99% 17
2025
Q2 		$3.92M Sell
56,513
-534
-0.9% -$37.1K 2.1% 15
2025
Q1 		$4.04M Sell
57,047
-275
-0.5% -$19.4K 2.01% 16
2024
Q4 		$4.11M Sell
57,322
-2,385
-4% -$185K 2.1% 15
2024
Q3 		$5.05M Sell
59,707
-1,760
-3% -$137K 2.34% 10
2024
Q2 		$4.35M Sell
61,467
-2,725
-4% -$193K 2.13% 14
2024
Q1 		$4.1M Hold
64,192
– – 1.88% 15
2023
Q4 		$3.9M Sell
64,192
-1,124
-2% -$64.1K 1.92% 15
2023
Q3 		$3.74M Hold
65,316
– – 1.95% 16
2023
Q2 		$4.85M Hold
65,316
– – 2.44% 11
2023
Q1 		$5.03M Sell
65,316
-2,064
-3% -$159K 2.56% 8
2022
Q4 		$5.63M Sell
67,380
-2,000
-3% -$162K 2.8% 7
2022
Q3 		$5.44M Sell
69,380
-1,400
-2% -$119K 2.98% 4
2022
Q2 		$5.48M Sell
70,780
-20
-0% -$1.52K 2.77% 6
2022
Q1 		$6M Sell
70,800
-1,640
-2% -$131K 2.7% 7
2021
Q4 		$6.76M Sell
72,440
-800
-1% -$69.1K 3.01% 4
2021
Q3 		$5.75M Sell
73,240
-2,468
-3% -$199K 2.83% 5
2021
Q2 		$5.55M Sell
75,708
-200
-0.3% -$15K 2.64% 7
2021
Q1 		$5.74M Sell
75,908
-3,800
-5% -$297K 2.79% 7
2020
Q4 		$6.15M Sell
79,708
-2,960
-4% -$221K 3.27% 3
2020
Q3 		$5.74M Sell
82,668
-2,000
-2% -$138K 3.37% 4
2020
Q2 		$5.08M Sell
84,668
-11,416
-12% -$683K 3.14% 4
2020
Q1 		$5.78M Sell
96,084
-720
-0.7% -$45.3K 3.88% 2
2019
Q4 		$5.86M Sell
96,804
-360
-0.4% -$21K 2.97% 3
2019
Q3 		$5.66M Sell
97,164
-400
-0.4% -$21.6K 2.99% 3
2019
Q2 		$5M Hold
97,564
– – 2.65% 6
2019
Q1 		$4.71M Sell
97,564
-4,860
-5% -$222K 2.53% 9
2018
Q4 		$4.45M Sell
102,424
-5,464
-5% -$239K 2.54% 8
2018
Q3 		$4.52M Buy
107,888
+1,400
+1% +$59.6K 2.18% 13
2018
Q2 		$4.45M Hold
106,488
– – 2.28% 11
2018
Q1 		$4.35M Sell
106,488
-160
-0.2% -$6.17K 2.27% 10
2017
Q4 		$4.16M Sell
106,648
-400
-0.4% -$15.4K 2.1% 14
2017
Q3 		$3.92M Sell
107,048
-400
-0.4% -$14.7K 2.02% 14
2017
Q2 		$3.76M Hold
107,448
– – 2.01% 12
2017
Q1 		$3.45M Sell
107,448
-2,000
-2% -$62.9K 1.84% 14
2016
Q4 		$3.27M Sell
109,448
-1,680
-2% -$50.2K 1.83% 16
2016
Q3 		$3.4M Hold
111,128
– – 1.96% 13
2016
Q2 		$3.62M Sell
111,128
-1,400
-1% -$42K 2.09% 13
2016
Q1 		$3.33M Sell
112,528
-1,820
-2% -$51.1K 2% 13
2015
Q4 		$2.97M Sell
114,348
-2,600
-2% -$65.8K 1.84% 13
2015
Q3 		$2.85M Sell
116,948
-16
-0% -$407 1.85% 13
2015
Q2 		$3.03M Sell
116,964
-1,264
-1% -$32.1K 1.78% 17
2015
Q1 		$3.08M Sell
118,228
-1,000
-0.8% -$26.4K 1.73% 18
2014
Q4 		$3.17M Sell
119,228
-13,200
-10% -$333K 1.72% 18
2014
Q3 		$3.11M Buy
132,428
+392
+0.3% +$9.46K 1.65% 19
2014
Q2 		$3.38M Sell
132,036
-480
-0.4% -$11.7K 1.81% 17
2014
Q1 		$3.17M Sell
132,516
-1,600
-1% -$36.3K 1.81% 18
2013
Q4 		$2.87M Sell
134,116
-400
-0.3% -$8.43K 1.68% 20
2013
Q3 		$2.7M Sell
134,516
-400
-0.3% -$8.26K 1.75% 19
2013
Q2 		$2.75M Buy
+134,916
New +$2.68M 1.85% 17

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
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
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

Aull & Monroe Investment Management's NEE Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its NextEra Energy (NEE) stake by 0.59% in Q2 2026, buying an estimated $27.1K and bringing the position to 51,464 shares worth $4.52M. The position accounts for 1.89% of the portfolio, ranked #15.

Aull & Monroe Investment Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.76M in Q4 2021. 1,031 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Aull & Monroe Investment Management held 51,464 shares of NextEra Energy worth $4.52M as of Q2 2026.
  • Aull & Monroe Investment Management bought 300 NextEra Energy shares in Q2 2026, an estimated $27.1K.
  • NextEra Energy made up 1.89% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #15 holding.
  • Aull & Monroe Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Aull & Monroe Investment Management's NextEra Energy position peaked at $6.76M in Q4 2021.
  • 1,031 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.