FLC Capital 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
$2.07M Sell
23,529
-68
-0.3% -$6.15K 0.33% 55
2026
Q1
$2.19M Sell
23,597
-206
-0.9% -$18.3K 0.39% 48
2025
Q4
$1.91M Hold
23,803
0.35% 52
2025
Q3
$1.8M Buy
23,803
+220
+0.9% +$16.1K 0.35% 50
2025
Q2
$1.64M Sell
23,583
-794
-3% -$55.2K 0.34% 51
2025
Q1
$1.73M Buy
24,377
+7,290
+43% +$515K 0.39% 45
2024
Q4
$1.22M Buy
17,087
+3,967
+30% +$308K 0.28% 54
2024
Q3
$1.11M Buy
13,120
+34
+0.3% +$2.65K 0.26% 57
2024
Q2
$927K Buy
13,086
+2,700
+26% +$192K 0.23% 61
2024
Q1
$664K Buy
10,386
+505
+5% +$29.6K 0.17% 79
2023
Q4
$600K Buy
9,881
+1,382
+16% +$78.8K 0.16% 87
2023
Q3
$487K Hold
8,499
0.15% 95
2023
Q2
$631K Hold
8,499
0.18% 78
2023
Q1
$655K Hold
8,499
0.2% 77
2022
Q4
$711K Buy
8,499
+444
+6% +$35.9K 0.22% 72
2022
Q3
$632K Buy
8,055
+15
+0.2% +$1.27K 0.22% 78
2022
Q2
$623K Hold
8,040
0.21% 87
2022
Q1
$681K Hold
8,040
0.19% 90
2021
Q4
$751K Hold
8,040
0.21% 93
2021
Q3
$631K Hold
8,040
0.19% 102
2021
Q2
$589K Hold
8,040
0.17% 105
2021
Q1
$608K Hold
8,040
0.19% 99
2020
Q4
$620K Hold
8,040
0.21% 89
2020
Q3
$605K Hold
8,040
0.22% 83
2020
Q2
$496K Sell
8,040
-180
-2% -$10.8K 0.2% 81
2020
Q1
$465K Hold
8,220
0.22% 64
2019
Q4
$498K Sell
8,220
-4,000
-33% -$234K 0.2% 62
2019
Q3
$712K Sell
12,220
-1,488
-11% -$80.5K 0.3% 49
2019
Q2
$717K Buy
13,708
+1,488
+12% +$73.2K 0.3% 47
2019
Q1
$591K Buy
12,220
+3,960
+48% +$181K 0.27% 51
2018
Q4
$359K Buy
+8,260
New +$361K 0.24% 61

Other funds holding NEE

FLC Capital Advisors's NEE Position: Q2 2026 in Review

FLC Capital Advisors reduced its NextEra Energy (NEE) stake by 0.29% in Q2 2026, selling an estimated $6.15K and leaving 23,529 shares worth $2.07M. The position accounts for 0.33% of the portfolio, ranked #55.

FLC Capital Advisors first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.19M in Q1 2026. 1,344 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • FLC Capital Advisors held 23,529 shares of NextEra Energy worth $2.07M as of Q2 2026.
  • FLC Capital Advisors sold 68 NextEra Energy shares in Q2 2026, an estimated $6.15K.
  • NextEra Energy made up 0.33% of FLC Capital Advisors's portfolio in Q2 2026, its #55 holding.
  • FLC Capital Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
  • FLC Capital Advisors's NextEra Energy position peaked at $2.19M in Q1 2026.
  • 1,344 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.