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. 3,048 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.
- 3,048 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.