Congress Asset Management’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 | $19.4M | Buy |
221,322
+11,104
| +5% | +$1M | 0.12% | 153 |
|
|
2026
Q1 | $19.5M | Buy |
210,218
+10,336
| +5% | +$919K | 0.14% | 147 |
|
|
2025
Q4 | $16M | Sell |
199,882
-2,898
| -1% | -$240K | 0.11% | 162 |
|
|
2025
Q3 | $15.3M | Sell |
202,780
-2,362
| -1% | -$173K | 0.1% | 165 |
|
|
2025
Q2 | $14.2M | Sell |
205,142
-1,339
| -0.6% | -$93K | 0.1% | 165 |
|
|
2025
Q1 | $14.6M | Buy |
206,481
+3,527
| +2% | +$249K | 0.11% | 159 |
|
|
2024
Q4 | $14.5M | Buy |
202,954
+17,448
| +9% | +$1.36M | 0.1% | 166 |
|
|
2024
Q3 | $15.7M | Sell |
185,506
-639
| -0.3% | -$49.9K | 0.11% | 147 |
|
|
2024
Q2 | $13.2M | Sell |
186,145
-11,699
| -6% | -$830K | 0.09% | 161 |
|
|
2024
Q1 | $12.6M | Sell |
197,844
-4,658
| -2% | -$273K | 0.09% | 160 |
|
|
2023
Q4 | $12.3M | Sell |
202,502
-20,461
| -9% | -$1.17M | 0.1% | 158 |
|
|
2023
Q3 | $12.8M | Buy |
222,963
+668
| +0.3% | +$46.2K | 0.11% | 145 |
|
|
2023
Q2 | $16.5M | Buy |
222,295
+1,333
| +0.6% | +$101K | 0.14% | 127 |
|
|
2023
Q1 | $17M | Buy |
220,962
+874
| +0.4% | +$67.2K | 0.16% | 126 |
|
|
2022
Q4 | $18.4M | Buy |
220,088
+1,752
| +0.8% | +$142K | 0.18% | 97 |
|
|
2022
Q3 | $17.1M | Sell |
218,336
-47,828
| -18% | -$4.06M | 0.18% | 98 |
|
|
2022
Q2 | $20.6M | Buy |
266,164
+51,362
| +24% | +$3.91M | 0.2% | 95 |
|
|
2022
Q1 | $18.2M | Buy |
214,802
+2,607
| +1% | +$209K | 0.15% | 93 |
|
|
2021
Q4 | $19.8M | Sell |
212,195
-484
| -0.2% | -$41.8K | 0.15% | 92 |
|
|
2021
Q3 | $16.7M | Buy |
212,679
+5,241
| +3% | +$423K | 0.13% | 100 |
|
|
2021
Q2 | $15.2M | Buy |
207,438
+8,575
| +4% | +$644K | 0.13% | 97 |
|
|
2021
Q1 | $15M | Buy |
198,863
+2,519
| +1% | +$197K | 0.14% | 95 |
|
|
2020
Q4 | $15.1M | Buy |
196,344
+944
| +0.5% | +$70.6K | 0.14% | 90 |
|
|
2020
Q3 | $13.6M | Sell |
195,400
-4,548
| -2% | -$314K | 0.15% | 91 |
|
|
2020
Q2 | $12M | Sell |
199,948
-3,804
| -2% | -$228K | 0.14% | 90 |
|
|
2020
Q1 | $12.3M | Buy |
203,752
+5,592
| +3% | +$352K | 0.19% | 78 |
|
|
2019
Q4 | $12M | Buy |
198,160
+1,876
| +1% | +$110K | 0.15% | 90 |
|
|
2019
Q3 | $11.4M | Sell |
196,284
-2,336
| -1% | -$126K | 0.15% | 87 |
|
|
2019
Q2 | $10.2M | Buy |
198,620
+564
| +0.3% | +$27.8K | 0.13% | 93 |
|
|
2019
Q1 | $9.57M | Buy |
198,056
+33,112
| +20% | +$1.51M | 0.13% | 97 |
|
|
2018
Q4 | $7.17M | Buy |
164,944
+4,548
| +3% | +$199K | 0.11% | 113 |
|
|
2018
Q3 | $6.72M | Buy |
160,396
+2,632
| +2% | +$112K | 0.09% | 145 |
|
|
2018
Q2 | $6.59M | Buy |
157,764
+5,196
| +3% | +$210K | 0.09% | 141 |
|
|
2018
Q1 | $6.23M | Buy |
152,568
+6,920
| +5% | +$267K | 0.09% | 148 |
|
|
2017
Q4 | $5.69M | Buy |
145,648
+500
| +0.3% | +$19.3K | 0.08% | 149 |
|
|
2017
Q3 | $5.32M | Sell |
145,148
-724
| -0.5% | -$26.5K | 0.08% | 153 |
|
|
2017
Q2 | $5.11M | Buy |
145,872
+6,080
| +4% | +$208K | 0.09% | 137 |
|
|
2017
Q1 | $4.49M | Buy |
139,792
+4,064
| +3% | +$128K | 0.09% | 151 |
|
|
2016
Q4 | $4.05M | Buy |
135,728
+7,164
| +6% | +$214K | 0.09% | 157 |
|
|
2016
Q3 | $3.93M | Buy |
128,564
+3,764
| +3% | +$119K | 0.09% | 155 |
|
|
2016
Q2 | $4.07M | Buy |
124,800
+448
| +0.4% | +$13.4K | 0.09% | 142 |
|
|
2016
Q1 | $3.68M | Buy |
124,352
+3,700
| +3% | +$104K | 0.09% | 140 |
|
|
2015
Q4 | $3.13M | Buy |
120,652
+5,184
| +4% | +$131K | 0.08% | 152 |
|
|
2015
Q3 | $2.82M | Buy |
115,468
+7,040
| +6% | +$179K | 0.07% | 152 |
|
|
2015
Q2 | $2.66M | Buy |
108,428
+5,640
| +5% | +$143K | 0.08% | 163 |
|
|
2015
Q1 | $2.67M | Buy |
102,788
+8,468
| +9% | +$223K | 0.06% | 159 |
|
|
2014
Q4 | $2.51M | Buy |
94,320
+9,764
| +12% | +$247K | 0.06% | 162 |
|
|
2014
Q3 | $1.98M | Buy |
84,556
+5,460
| +7% | +$132K | 0.05% | 173 |
|
|
2014
Q2 | $2.03M | Buy |
79,096
+3,004
| +4% | +$73.1K | 0.05% | 173 |
|
|
2014
Q1 | $1.82M | Buy |
76,092
+4,440
| +6% | +$101K | 0.05% | 176 |
|
|
2013
Q4 | $1.53M | Sell |
71,652
-13,068
| -15% | -$276K | 0.04% | 177 |
|
|
2013
Q3 | $1.7M | Buy |
84,720
+11,520
| +16% | +$238K | 0.05% | 163 |
|
|
2013
Q2 | $1.49M | Buy |
+73,200
| New | +$1.45M | 0.04% | 160 |
|
Other funds holding NEE
COPPSERS
DC
BCWM
DADC
QP
UBP
Congress Asset Management's NEE Position: Q2 2026 in Review
Congress Asset Management increased its NextEra Energy (NEE) stake by 5.3% in Q2 2026, buying an estimated $1M and bringing the position to 221,322 shares worth $19.4M. The position accounts for 0.12% of the portfolio, ranked #153.
Congress Asset Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.6M in Q2 2022. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Congress Asset Management held 221,322 shares of NextEra Energy worth $19.4M as of Q2 2026.
- Congress Asset Management bought 11,104 NextEra Energy shares in Q2 2026, an estimated $1M.
- NextEra Energy made up 0.12% of Congress Asset Management's portfolio in Q2 2026, its #153 holding.
- Congress Asset Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
- Congress Asset Management's NextEra Energy position peaked at $20.6M in Q2 2022.
- 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.