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Aviance Capital Partners’s NextEra Energy NEE Stock Holding History

Aviance Capital Partners’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
Q1 		$1.09M Buy
11,746
+2,187
+23% +$194K 0.13% 146
2025
Q4 		$767K Hold
9,559
– – 0.09% 187
2025
Q3 		$722K Buy
9,559
+500
+6% +$36.5K 0.09% 194
2025
Q2 		$629K Buy
9,059
+79
+0.9% +$5.49K 0.08% 199
2025
Q1 		$637K Sell
8,980
-215
-2% -$15.2K 0.09% 196
2024
Q4 		$659K Sell
9,195
-780
-8% -$60.6K 0.09% 185
2024
Q3 		$843K Sell
9,975
-242
-2% -$18.9K 0.11% 177
2024
Q2 		$723K Buy
10,217
+36
+0.4% +$2.55K 0.1% 177
2024
Q1 		$651K Sell
10,181
-321
-3% -$18.8K 0.1% 188
2023
Q4 		$638K Hold
10,502
– – 0.14% 154
2023
Q3 		$602K Sell
10,502
-1,072
-9% -$74.2K 0.14% 156
2023
Q2 		$859K Sell
11,574
-734
-6% -$55.6K 0.18% 142
2023
Q1 		$949K Buy
12,308
+4
+0% +$308 0.21% 129
2022
Q4 		$1.03M Buy
12,304
+970
+9% +$78.4K 0.24% 119
2022
Q3 		$889K Sell
11,334
-1,382
-11% -$117K 0.22% 129
2022
Q2 		$985K Sell
12,716
-818
-6% -$62.3K 0.22% 132
2022
Q1 		$1.15M Buy
13,534
+316
+2% +$25.3K 0.21% 128
2021
Q4 		$1.23M Sell
13,218
-995
-7% -$86K 0.21% 122
2021
Q3 		$1.12M Sell
14,213
-665
-4% -$53.6K 0.2% 136
2021
Q2 		$1.09M Buy
14,878
+434
+3% +$32.6K 0.19% 132
2021
Q1 		$1.09M Buy
14,444
+222
+2% +$17.3K 0.21% 132
2020
Q4 		$1.1M Buy
14,222
+2
+0% +$150 0.22% 120
2020
Q3 		$987K Sell
14,220
-120
-0.8% -$8.29K 0.22% 117
2020
Q2 		$861K Buy
14,340
+488
+4% +$29.2K 0.21% 120
2020
Q1 		$833K Sell
13,852
-744
-5% -$46.8K 0.26% 97
2019
Q4 		$884K Buy
14,596
+2,000
+16% +$117K 0.23% 119
2019
Q3 		$734K Sell
12,596
-4,000
-24% -$216K 0.22% 126
2019
Q2 		$850K Hold
16,596
– – 0.23% 119
2019
Q1 		$802K Buy
16,596
+4,120
+33% +$188K 0.23% 126
2018
Q4 		$542K Buy
12,476
+60
+0.5% +$2.62K 0.19% 136
2018
Q3 		$520K Hold
12,416
– – 0.13% 162
2018
Q2 		$518K Hold
12,416
– – 0.15% 165
2018
Q1 		$506K Hold
12,416
– – 0.15% 158
2017
Q4 		$485K Hold
12,416
– – 0.16% 155
2017
Q3 		$455K Hold
12,416
– – 0.15% 165
2017
Q2 		$435K Sell
12,416
-3,572
-22% -$122K 0.14% 169
2017
Q1 		$513K Sell
15,988
-1,600
-9% -$50.3K 0.19% 136
2016
Q4 		$525K Hold
17,588
– – 0.19% 130
2016
Q3 		$538K Buy
17,588
+416
+2% +$13.1K 0.19% 127
2016
Q2 		$560K Buy
17,172
+3,440
+25% +$103K 0.21% 119
2016
Q1 		$406K Sell
13,732
-1,468
-10% -$41.2K 0.14% 140
2015
Q4 		$395K Buy
15,200
+1,600
+12% +$40.5K 0.14% 145
2015
Q3 		$332K Sell
13,600
-10,928
-45% -$278K 0.14% 150
2015
Q2 		$601K Hold
24,528
– – 0.22% 130
2015
Q1 		$638K Buy
24,528
+2,800
+13% +$73.9K 0.23% 131
2014
Q4 		$577K Hold
21,728
– – 0.22% 134
2014
Q3 		$510K Buy
21,728
+5,728
+36% +$138K 0.19% 153
2014
Q2 		$410K Sell
16,000
-800
-5% -$19.5K 0.16% 163
2014
Q1 		$402K Sell
16,800
-1,200
-7% -$27.2K 0.17% 152
2013
Q4 		$385K Buy
18,000
+400
+2% +$8.43K 0.16% 156
2013
Q3 		$353K Buy
+17,600
New +$363K 0.17% 156

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aviance Capital Partners's NEE Position: Q1 2026 in Review

Aviance Capital Partners increased its NextEra Energy (NEE) stake by 23% in Q1 2026, buying an estimated $194K and bringing the position to 11,746 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #146.

Aviance Capital Partners first reported a position in NEE in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.23M in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Aviance Capital Partners held 11,746 shares of NextEra Energy worth $1.09M as of Q1 2026.
  • Aviance Capital Partners bought 2,187 NextEra Energy shares in Q1 2026, an estimated $194K.
  • NextEra Energy made up 0.13% of Aviance Capital Partners's portfolio in Q1 2026, its #146 holding.
  • Aviance Capital Partners first reported a position in NextEra Energy in Q3 2013 and has held it in 51 quarters since.
  • Aviance Capital Partners's NextEra Energy position peaked at $1.23M in Q4 2021.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.