Burney Company’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $807K | Buy |
9,193
+279
| +3% | +$25.2K | 0.02% | 386 |
|
|
2026
Q1 | $828K | Sell |
8,914
-300
| -3% | -$26.7K | 0.03% | 363 |
|
|
2025
Q4 | $740K | Hold |
9,214
| – | – | 0.02% | 375 |
|
|
2025
Q3 | $696K | Sell |
9,214
-900
| -9% | -$65.8K | 0.02% | 369 |
|
|
2025
Q2 | $702K | Sell |
10,114
-121
| -1% | -$8.4K | 0.02% | 358 |
|
|
2025
Q1 | $726K | Hold |
10,235
| – | – | 0.03% | 349 |
|
|
2024
Q4 | $734K | Hold |
10,235
| – | – | 0.03% | 359 |
|
|
2024
Q3 | $865K | Sell |
10,235
-450
| -4% | -$35.1K | 0.03% | 341 |
|
|
2024
Q2 | $757K | Hold |
10,685
| – | – | 0.03% | 360 |
|
|
2024
Q1 | $683K | Sell |
10,685
-100
| -0.9% | -$5.86K | 0.03% | 384 |
|
|
2023
Q4 | $655K | Sell |
10,785
-399
| -4% | -$22.7K | 0.03% | 381 |
|
|
2023
Q3 | $641K | Buy |
11,184
+823
| +8% | +$57K | 0.03% | 369 |
|
|
2023
Q2 | $769K | Buy |
10,361
+106
| +1% | +$8.03K | 0.04% | 345 |
|
|
2023
Q1 | $790K | Sell |
10,255
-1,200
| -10% | -$92.3K | 0.04% | 341 |
|
|
2022
Q4 | $958K | Sell |
11,455
-172
| -1% | -$13.9K | 0.05% | 304 |
|
|
2022
Q3 | $912K | Buy |
11,627
+47
| +0.4% | +$3.99K | 0.05% | 316 |
|
|
2022
Q2 | $897K | Sell |
11,580
-1,481
| -11% | -$113K | 0.05% | 321 |
|
|
2022
Q1 | $1.11M | Buy |
13,061
+45
| +0.3% | +$3.61K | 0.05% | 316 |
|
|
2021
Q4 | $1.22M | Hold |
13,016
| – | – | 0.05% | 300 |
|
|
2021
Q3 | $1.02M | Sell |
13,016
-92
| -0.7% | -$7.42K | 0.05% | 304 |
|
|
2021
Q2 | $961K | Buy |
13,108
+7,649
| +140% | +$574K | 0.04% | 321 |
|
|
2021
Q1 | $413K | Buy |
5,459
+633
| +13% | +$49.4K | 0.02% | 429 |
|
|
2020
Q4 | $372K | Sell |
4,826
-1,142
| -19% | -$85.4K | 0.02% | 415 |
|
|
2020
Q3 | $414K | Sell |
5,968
-296
| -5% | -$20.4K | 0.03% | 372 |
|
|
2020
Q2 | $376K | Buy |
6,264
+500
| +9% | +$29.9K | 0.02% | 370 |
|
|
2020
Q1 | $347K | Buy |
+5,764
| New | +$362K | 0.03% | 334 |
|
|
2019
Q2 | – | Sell |
-4,376
| Closed | -$211K | – | 457 |
|
|
2019
Q1 | $211K | Buy |
+4,376
| New | +$200K | 0.01% | 433 |
|
|
2015
Q2 | – | Sell |
-8,976
| Closed | -$233K | – | 415 |
|
|
2015
Q1 | $233K | Buy |
+8,976
| New | +$237K | 0.02% | 378 |
|
|
2014
Q1 | – | Sell |
-25,416
| Closed | -$544K | – | 407 |
|
|
2013
Q4 | $544K | Sell |
25,416
-2,896
| -10% | -$61.1K | 0.05% | 270 |
|
|
2013
Q3 | $567K | Sell |
28,312
-10,864
| -28% | -$224K | 0.06% | 259 |
|
|
2013
Q2 | $798K | Buy |
+39,176
| New | +$777K | 0.1% | 202 |
|
Other funds holding NEE
Burney Company's NEE Position: Q2 2026 in Review
Burney Company increased its NextEra Energy (NEE) stake by 3.1% in Q2 2026, buying an estimated $25.2K and bringing the position to 9,193 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #386.
Burney Company first reported a position in NEE in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.22M in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Burney Company held 9,193 shares of NextEra Energy worth $807K as of Q2 2026.
- Burney Company bought 279 NextEra Energy shares in Q2 2026, an estimated $25.2K.
- NextEra Energy made up 0.02% of Burney Company's portfolio in Q2 2026, its #386 holding.
- Burney Company first reported a position in NextEra Energy in Q2 2013 and has held it in 31 quarters since.
- Burney Company's NextEra Energy position peaked at $1.22M in Q4 2021.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.