Clear Trail Advisors’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
$4.39M Buy
49,993
+6,582
+15% +$595K 0.67% 41
2026
Q1
$4.03M Buy
43,411
+7,058
+19% +$627K 0.67% 46
2025
Q4
$2.92M Buy
+36,353
New +$3.01M 0.68% 40

Other funds holding NEE

Clear Trail Advisors's NEE Position: Q2 2026 in Review

Clear Trail Advisors increased its NextEra Energy (NEE) stake by 15% in Q2 2026, buying an estimated $595K and bringing the position to 49,993 shares worth $4.39M. The position accounts for 0.67% of the portfolio, ranked #41.

Clear Trail Advisors first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 3,021 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Clear Trail Advisors held 49,993 shares of NextEra Energy worth $4.39M as of Q2 2026.
  • Clear Trail Advisors bought 6,582 NextEra Energy shares in Q2 2026, an estimated $595K.
  • NextEra Energy made up 0.67% of Clear Trail Advisors's portfolio in Q2 2026, its #41 holding.
  • Clear Trail Advisors first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • 3,021 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.