Eagle Global Advisors’s NextEra Energy NEE Stock Holding History

Eagle Global 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	$22.3M	Sell	253,798 -204	-0.1%	-$18.5K	0.74%	34
2026 Q1	$23.6M	Buy	254,002 +7,515	+3%	+$668K	0.85%	28
2025 Q4	$19.8M	Buy	246,487 +7,651	+3%	+$634K	0.73%	34
2025 Q3	$18M	Sell	238,836 -59,200	-20%	-$4.33M	0.69%	35
2025 Q2	$20.7M	Sell	298,036 -7,846	-3%	-$545K	0.84%	28
2025 Q1	$21.7M	Buy	305,882 +2,300	+0.8%	+$162K	0.89%	27
2024 Q4	$21.8M	Sell	303,582 -8,045	-3%	-$625K	0.89%	26
2024 Q3	$26.3M	Sell	311,627 -18,086	-5%	-$1.41M	1.31%	21
2024 Q2	$23.3M	Buy	329,713 +38,928	+13%	+$2.76M	1.23%	22
2024 Q1	$18.6M	Buy	290,785 +6,484	+2%	+$380K	1.05%	25
2023 Q4	$17.3M	Buy	284,301 +111,212	+64%	+$6.34M	1.04%	25
2023 Q3	$9.92M	Buy	173,089 +15,093	+10%	+$1.04M	0.64%	41
2023 Q2	$11.7M	Sell	157,996 -6,717	-4%	-$509K	0.77%	36
2023 Q1	$12.7M	Buy	164,713 +13,096	+9%	+$1.01M	0.86%	33
2022 Q4	$12.7M	Buy	151,617 +6,965	+5%	+$563K	0.87%	36
2022 Q3	$11.3M	Sell	144,652 -3,149	-2%	-$267K	0.85%	35
2022 Q2	$11.4M	Sell	147,801 -10,599	-7%	-$807K	0.84%	35
2022 Q1	$13.4M	Buy	158,400 +17,560	+12%	+$1.41M	0.83%	35
2021 Q4	$13.1M	Sell	140,840 -9,119	-6%	-$788K	0.83%	35
2021 Q3	$11.8M	Sell	149,959 -17,399	-10%	-$1.4M	0.78%	37
2021 Q2	$12.3M	Buy	167,358 +1,850	+1%	+$139K	0.79%	37
2021 Q1	$12.5M	Sell	165,508 -4,104	-2%	-$320K	0.92%	31
2020 Q4	$13.1M	Sell	169,612 -60,048	-26%	-$4.49M	1.03%	33
2020 Q3	$15.9M	Buy	229,660 +84,792	+59%	+$5.85M	1.43%	18
2020 Q2	$8.7M	Buy	144,868 +47,380	+49%	+$2.84M	0.79%	37
2020 Q1	$5.86M	Buy	97,488 +88,688	+1,008%	+$5.57M	0.59%	49
2019 Q4	$533K	Hold	8,800	–	–	0.03%	162
2019 Q3	$513K	Hold	8,800	–	–	0.02%	160
2019 Q2	$451K	Hold	8,800	–	–	0.02%	173
2019 Q1	$425K	Hold	8,800	–	–	0.02%	173
2018 Q4	$382K	Hold	8,800	–	–	0.02%	176
2018 Q3	$369K	Hold	8,800	–	–	0.01%	186
2018 Q2	$367K	Hold	8,800	–	–	0.01%	189
2018 Q1	$359K	Hold	8,800	–	–	0.01%	189
2017 Q4	$344K	Hold	8,800	–	–	0.01%	197
2017 Q3	$322K	Sell	8,800 -5,764	-40%	-$211K	0.01%	202
2017 Q2	$510K	Buy	14,564 +5,764	+66%	+$197K	0.01%	216
2017 Q1	$282K	Hold	8,800	–	–	0.01%	296
2016 Q4	$263K	Hold	8,800	–	–	0.01%	290
2016 Q3	$269K	Hold	8,800	–	–	0.01%	280
2016 Q2	$287K	Hold	8,800	–	–	0.01%	276
2016 Q1	$260K	Hold	8,800	–	–	0.01%	288
2015 Q4	$229K	Hold	8,800	–	–	0.01%	308
2015 Q3	$215K	Hold	8,800	–	–	0.01%	315
2015 Q2	$216K	Hold	8,800	–	–	0.01%	330
2015 Q1	$229K	Hold	8,800	–	–	0.01%	286
2014 Q4	$234K	Hold	8,800	–	–	0.01%	288
2014 Q3	$207K	Hold	8,800	–	–	0.01%	293
2014 Q2	$225K	Hold	8,800	–	–	0.01%	281
2014 Q1	$210K	Buy	+8,800	New	+$199K	0.01%	265

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Eagle Global Advisors's NEE Position: Q2 2026 in Review

Eagle Global Advisors reduced its NextEra Energy (NEE) stake by 0.08% in Q2 2026, selling an estimated $18.5K and leaving 253,798 shares worth $22.3M. The position accounts for 0.74% of the portfolio, ranked #34.

Eagle Global Advisors first reported a position in NEE in Q1 2014 and has held it in 50 quarters since. The position peaked at $26.3M in Q3 2024. 1,977 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Eagle Global Advisors held 253,798 shares of NextEra Energy worth $22.3M as of Q2 2026.
Eagle Global Advisors sold 204 NextEra Energy shares in Q2 2026, an estimated $18.5K.
NextEra Energy made up 0.74% of Eagle Global Advisors's portfolio in Q2 2026, its #34 holding.
Eagle Global Advisors first reported a position in NextEra Energy in Q1 2014 and has held it in 50 quarters since.
Eagle Global Advisors's NextEra Energy position peaked at $26.3M in Q3 2024.
1,977 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.