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Bay Colony Advisors’s NextEra Energy NEE Stock Holding History

Bay Colony 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 		$2.54M Buy
28,896
+1,179
+4% +$107K 0.28% 71
2026
Q1 		$2.57M Buy
27,717
+8,616
+45% +$766K 0.31% 64
2025
Q4 		$1.53M Buy
19,101
+5,045
+36% +$418K 0.18% 108
2025
Q3 		$1.06M Buy
14,056
+1,216
+9% +$88.8K 0.13% 156
2025
Q2 		$891K Sell
12,840
-9,726
-43% -$676K 0.12% 158
2025
Q1 		$1.59M Sell
22,566
-2,644
-10% -$187K 0.24% 89
2024
Q4 		$1.81M Sell
25,210
-111
-0.4% -$8.62K 0.27% 79
2024
Q3 		$2.14M Sell
25,321
-360
-1% -$28.1K 0.32% 67
2024
Q2 		$1.82M Buy
25,681
+629
+3% +$44.6K 0.3% 71
2024
Q1 		$1.6M Buy
25,052
+8,220
+49% +$482K 0.28% 78
2023
Q4 		$1.02M Buy
16,832
+451
+3% +$25.7K 0.2% 115
2023
Q3 		$938K Buy
16,381
+4,323
+36% +$299K 0.23% 106
2023
Q2 		$895K Buy
12,058
+1,090
+10% +$82.5K 0.22% 110
2023
Q1 		$840K Buy
10,968
+2,742
+33% +$211K 0.22% 108
2022
Q4 		$688K Sell
8,226
-80
-1% -$6.46K 0.18% 134
2022
Q3 		$651K Sell
8,306
-3,448
-29% -$293K 0.19% 120
2022
Q2 		$993K Sell
11,754
-797
-6% -$60.7K 0.25% 103
2022
Q1 		$1.06M Buy
12,551
+376
+3% +$30.1K 0.25% 102
2021
Q4 		$1.14M Buy
12,175
+1,067
+10% +$92.2K 0.32% 88
2021
Q3 		$872K Buy
11,108
+726
+7% +$58.6K 0.29% 95
2021
Q2 		$761K Buy
10,382
+214
+2% +$16.1K 0.25% 112
2021
Q1 		$769K Buy
10,168
+6,282
+162% +$490K 0.29% 107
2020
Q4 		$300K Buy
3,886
+314
+9% +$23.5K 0.16% 191
2020
Q3 		$248K Buy
+3,572
New +$247K 0.15% 191
2018
Q3 		– Sell
-1,580
Closed -$66K – 651
2018
Q2 		$66K Buy
+1,580
New +$63.8K 0.05% 318

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

Bay Colony Advisors's NEE Position: Q2 2026 in Review

Bay Colony Advisors increased its NextEra Energy (NEE) stake by 4.3% in Q2 2026, buying an estimated $107K and bringing the position to 28,896 shares worth $2.54M. The position accounts for 0.28% of the portfolio, ranked #71.

Bay Colony Advisors first reported a position in NEE in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.57M in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Bay Colony Advisors held 28,896 shares of NextEra Energy worth $2.54M as of Q2 2026.
  • Bay Colony Advisors bought 1,179 NextEra Energy shares in Q2 2026, an estimated $107K.
  • NextEra Energy made up 0.28% of Bay Colony Advisors's portfolio in Q2 2026, its #71 holding.
  • Bay Colony Advisors first reported a position in NextEra Energy in Q2 2018 and has held it in 25 quarters since.
  • Bay Colony Advisors's NextEra Energy position peaked at $2.57M in Q1 2026.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.