Financial Management Professionals’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 | $265K | Buy |
3,019
+1,193
| +65% | +$108K | 0.03% | 162 |
|
|
2026
Q1 | $170K | Hold |
1,826
| – | – | 0.02% | 163 |
|
|
2025
Q4 | $147K | Hold |
1,826
| – | – | 0.02% | 171 |
|
|
2025
Q3 | $138K | Sell |
1,826
-9
| -0.5% | -$658 | 0.01% | 180 |
|
|
2025
Q2 | $127K | Buy |
1,835
+57
| +3% | +$3.96K | 0.01% | 176 |
|
|
2025
Q1 | $126K | Buy |
1,778
+56
| +3% | +$3.95K | 0.02% | 167 |
|
|
2024
Q4 | $123K | Sell |
1,722
-35
| -2% | -$2.72K | 0.02% | 178 |
|
|
2024
Q3 | $149K | Buy |
1,757
+67
| +4% | +$5.23K | 0.02% | 165 |
|
|
2024
Q2 | $120K | Buy |
1,690
+68
| +4% | +$4.83K | 0.02% | 174 |
|
|
2024
Q1 | $104K | Buy |
1,622
+43
| +3% | +$2.52K | 0.02% | 195 |
|
|
2023
Q4 | $96K | Sell |
1,579
-426
| -21% | -$24.3K | 0.02% | 190 |
|
|
2023
Q3 | $115K | Sell |
2,005
-371
| -16% | -$25.7K | 0.02% | 159 |
|
|
2023
Q2 | $176K | Buy |
2,376
+101
| +4% | +$7.65K | 0.03% | 130 |
|
|
2023
Q1 | $175K | Buy |
2,275
+1,352
| +146% | +$104K | 0.03% | 140 |
|
|
2022
Q4 | $77K | Buy |
923
+25
| +3% | +$2.02K | 0.02% | 187 |
|
|
2022
Q3 | $70K | Sell |
898
-955
| -52% | -$81K | 0.02% | 189 |
|
|
2022
Q2 | $144K | Sell |
1,853
-883
| -32% | -$67.2K | 0.03% | 125 |
|
|
2022
Q1 | $232K | Buy |
2,736
+1,104
| +68% | +$88.5K | 0.05% | 91 |
|
|
2021
Q4 | $152K | Sell |
1,632
-107
| -6% | -$9.25K | 0.03% | 118 |
|
|
2021
Q3 | $137K | Buy |
1,739
+130
| +8% | +$10.5K | 0.03% | 115 |
|
|
2021
Q2 | $118K | Buy |
1,609
+128
| +9% | +$9.61K | 0.03% | 124 |
|
|
2021
Q1 | $112K | Sell |
1,481
-171
| -10% | -$13.3K | 0.03% | 120 |
|
|
2020
Q4 | $127K | Hold |
1,652
| – | – | 0.04% | 99 |
|
|
2020
Q3 | $115K | Buy |
1,652
+36
| +2% | +$2.48K | 0.04% | 93 |
|
|
2020
Q2 | $97K | Buy |
1,616
+16
| +1% | +$958 | 0.03% | 105 |
|
|
2020
Q1 | $96K | Sell |
1,600
-200
| -11% | -$12.6K | 0.04% | 59 |
|
|
2019
Q4 | $109K | Hold |
1,800
| – | – | 0.04% | 66 |
|
|
2019
Q3 | $105K | Buy |
1,800
+600
| +50% | +$32.5K | 0.04% | 65 |
|
|
2019
Q2 | $61K | Hold |
1,200
| – | – | 0.02% | 90 |
|
|
2019
Q1 | $58K | Hold |
1,200
| – | – | 0.02% | 87 |
|
|
2018
Q4 | $52K | Hold |
1,200
| – | – | 0.03% | 83 |
|
|
2018
Q3 | $50K | Hold |
1,200
| – | – | 0.02% | 91 |
|
|
2018
Q2 | $50K | Hold |
1,200
| – | – | 0.02% | 93 |
|
|
2018
Q1 | $49K | Buy |
+1,200
| New | +$46.3K | 0.03% | 91 |
|
|
2016
Q3 | – | Sell |
-536
| Closed | -$16K | – | 383 |
|
|
2016
Q2 | $16K | Buy |
+536
| New | +$16.1K | 0.01% | 160 |
|
Other funds holding NEE
COPPSERS
DC
BTCPP
BCWM
Financial Management Professionals's NEE Position: Q2 2026 in Review
Financial Management Professionals increased its NextEra Energy (NEE) stake by 65% in Q2 2026, buying an estimated $108K and bringing the position to 3,019 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #162.
Financial Management Professionals first reported a position in NEE in Q2 2016 and has held it in 35 quarters since. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Financial Management Professionals held 3,019 shares of NextEra Energy worth $265K as of Q2 2026.
- Financial Management Professionals bought 1,193 NextEra Energy shares in Q2 2026, an estimated $108K.
- NextEra Energy made up 0.03% of Financial Management Professionals's portfolio in Q2 2026, its #162 holding.
- Financial Management Professionals first reported a position in NextEra Energy in Q2 2016 and has held it in 35 quarters since.
- 1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.