Contravisory Investment 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 | $937K | Buy |
10,674
+186
| +2% | +$16.8K | 0.17% | 112 |
|
|
2026
Q1 | $974K | Buy |
10,488
+10,262
| +4,541% | +$912K | 0.2% | 88 |
|
|
2025
Q4 | $18.1K | Buy |
226
+138
| +157% | +$11.4K | ﹤0.01% | 308 |
|
|
2025
Q3 | $6.64K | Hold |
88
| – | – | ﹤0.01% | 348 |
|
|
2025
Q2 | $6.11K | Sell |
88
-87,398
| -100% | -$6.07M | ﹤0.01% | 341 |
|
|
2025
Q1 | $6.2M | Sell |
87,486
-2,920
| -3% | -$206K | 1.31% | 39 |
|
|
2024
Q4 | $6.48M | Buy |
90,406
+579
| +0.6% | +$45K | 1.39% | 39 |
|
|
2024
Q3 | $7.59M | Buy |
89,827
+89,704
| +72,930% | +$7M | 1.62% | 37 |
|
|
2024
Q2 | $8.71K | Buy |
123
+35
| +40% | +$2.48K | ﹤0.01% | 311 |
|
|
2024
Q1 | $5.62K | Hold |
88
| – | – | ﹤0.01% | 323 |
|
|
2023
Q4 | $5.34K | Hold |
88
| – | – | ﹤0.01% | 330 |
|
|
2023
Q3 | $5.04K | Hold |
88
| – | – | ﹤0.01% | 289 |
|
|
2023
Q2 | $6.53K | Hold |
88
| – | – | ﹤0.01% | 274 |
|
|
2023
Q1 | $6.78K | Hold |
88
| – | – | ﹤0.01% | 294 |
|
|
2022
Q4 | $7.36K | Hold |
88
| – | – | ﹤0.01% | 261 |
|
|
2022
Q3 | $7K | Hold |
88
| – | – | ﹤0.01% | 263 |
|
|
2022
Q2 | $7K | Sell |
88
-260
| -75% | -$19.8K | ﹤0.01% | 261 |
|
|
2022
Q1 | $29K | Buy |
348
+260
| +295% | +$20.8K | 0.01% | 246 |
|
|
2021
Q4 | $8K | Hold |
88
| – | – | ﹤0.01% | 260 |
|
|
2021
Q3 | $7K | Sell |
88
-83,622
| -100% | -$6.74M | ﹤0.01% | 255 |
|
|
2021
Q2 | $6.13M | Sell |
83,710
-2,896
| -3% | -$217K | 1.81% | 22 |
|
|
2021
Q1 | $6.55M | Sell |
86,606
-2,686
| -3% | -$210K | 2.05% | 16 |
|
|
2020
Q4 | $6.89M | Buy |
89,292
+516
| +0.6% | +$38.6K | 2.14% | 13 |
|
|
2020
Q3 | $6.16M | Buy |
88,776
+168
| +0.2% | +$11.6K | 2.1% | 17 |
|
|
2020
Q2 | $5.5M | Buy |
88,608
+960
| +1% | +$57.5K | 2.02% | 17 |
|
|
2020
Q1 | $5.27M | Buy |
87,648
+672
| +0.8% | +$42.2K | 2.34% | 7 |
|
|
2019
Q4 | $5.27M | Buy |
86,976
+1,028
| +1% | +$60K | 1.93% | 16 |
|
|
2019
Q3 | $5.01M | Sell |
85,948
-904
| -1% | -$48.9K | 1.9% | 20 |
|
|
2019
Q2 | $4.45M | Sell |
86,852
-3,860
| -4% | -$190K | 1.72% | 25 |
|
|
2019
Q1 | $4.38M | Buy |
90,712
+89,560
| +7,774% | +$4.09M | 1.7% | 26 |
|
|
2018
Q4 | $50K | Buy |
1,152
+712
| +162% | +$31.1K | 0.02% | 198 |
|
|
2018
Q3 | $18K | Hold |
440
| – | – | 0.01% | 211 |
|
|
2018
Q2 | $18K | Hold |
440
| – | – | 0.01% | 241 |
|
|
2018
Q1 | $18K | Hold |
440
| – | – | 0.01% | 239 |
|
|
2017
Q4 | $17K | Sell |
440
-40
| -8% | -$1.54K | 0.01% | 236 |
|
|
2017
Q3 | $18K | Buy |
+480
| New | +$17.6K | 0.01% | 232 |
|
|
2017
Q2 | – | Sell |
-128
| Closed | -$4K | – | 219 |
|
|
2017
Q1 | $4K | Hold |
128
| – | – | ﹤0.01% | 235 |
|
|
2016
Q4 | $4K | Hold |
128
| – | – | ﹤0.01% | 222 |
|
|
2016
Q3 | $4K | Sell |
128
-36
| -22% | -$1.13K | ﹤0.01% | 216 |
|
|
2016
Q2 | $5K | Hold |
164
| – | – | ﹤0.01% | 135 |
|
|
2016
Q1 | $5K | Hold |
164
| – | – | ﹤0.01% | 134 |
|
|
2015
Q4 | $4K | Sell |
164
-156
| -49% | -$3.95K | ﹤0.01% | 138 |
|
|
2015
Q3 | $8K | Hold |
320
| – | – | ﹤0.01% | 137 |
|
|
2015
Q2 | $8K | Hold |
320
| – | – | ﹤0.01% | 154 |
|
|
2015
Q1 | $8K | Hold |
320
| – | – | ﹤0.01% | 130 |
|
|
2014
Q4 | $9K | Hold |
320
| – | – | ﹤0.01% | 124 |
|
|
2014
Q3 | $8K | Hold |
320
| – | – | ﹤0.01% | 118 |
|
|
2014
Q2 | $8K | Hold |
320
| – | – | ﹤0.01% | 117 |
|
|
2014
Q1 | $8K | Hold |
320
| – | – | ﹤0.01% | 130 |
|
|
2013
Q4 | $7K | Hold |
320
| – | – | ﹤0.01% | 109 |
|
|
2013
Q3 | $6K | Hold |
320
| – | – | ﹤0.01% | 103 |
|
|
2013
Q2 | $7K | Buy |
+320
| New | +$6.35K | ﹤0.01% | 110 |
|
Other funds holding NEE
COPPSERS
DC
Contravisory Investment Management's NEE Position: Q2 2026 in Review
Contravisory Investment Management increased its NextEra Energy (NEE) stake by 1.8% in Q2 2026, buying an estimated $16.8K and bringing the position to 10,674 shares worth $937K. The position accounts for 0.17% of the portfolio, ranked #112.
Contravisory Investment Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.59M in Q3 2024. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Contravisory Investment Management held 10,674 shares of NextEra Energy worth $937K as of Q2 2026.
- Contravisory Investment Management bought 186 NextEra Energy shares in Q2 2026, an estimated $16.8K.
- NextEra Energy made up 0.17% of Contravisory Investment Management's portfolio in Q2 2026, its #112 holding.
- Contravisory Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- Contravisory Investment Management's NextEra Energy position peaked at $7.59M in Q3 2024.
- 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.