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Formidable Asset Management’s NextEra Energy NEE Stock Holding History

Formidable Asset Management’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 		$5.82M Sell
62,702
-183
-0.3% -$16.6K 0.93% 20
2026
Q1 		$5.05M Sell
62,885
-906
-1% -$80.5K 0.78% 24
2025
Q4 		$4.82M Buy
63,791
+368
+0.6% +$30.5K 0.7% 27
2025
Q3 		$4.4M Sell
63,423
-46
-0.1% -$3.36K 0.69% 27
2025
Q2 		$4.5M Sell
63,469
-137
-0.2% -$9.52K 0.75% 22
2025
Q1 		$4.51M Buy
63,606
+325
+0.5% +$22.9K 0.75% 22
2024
Q4 		$4.54M Buy
63,281
+151
+0.2% +$11.7K 0.75% 21
2024
Q3 		$5.34M Sell
63,130
-1,809
-3% -$141K 0.85% 19
2024
Q2 		$4.6M Sell
64,939
-1,273
-2% -$90.3K 0.74% 21
2024
Q1 		$4.23M Buy
66,212
+55,941
+545% +$3.28M 0.69% 25
2023
Q4 		$624K Buy
10,271
+2,178
+27% +$124K 0.13% 150
2023
Q3 		$464K Hold
8,093
– – 0.1% 177
2023
Q2 		$601K Hold
8,093
– – 0.13% 150
2023
Q1 		$621K Hold
8,093
– – 0.13% 152
2022
Q4 		$677K Hold
8,093
– – 0.15% 126
2022
Q3 		$614K Buy
8,093
+129
+2% +$10.9K 0.14% 128
2022
Q2 		$619K Sell
7,964
-622
-7% -$47.4K 0.14% 135
2022
Q1 		$727K Sell
8,586
-727
-8% -$58.3K 0.14% 131
2021
Q4 		$854K Hold
9,313
– – 0.16% 119
2021
Q3 		$731K Buy
+9,313
New +$751K 0.14% 146
2021
Q2 		– Sell
-9,349
Closed -$706K – 329
2021
Q1 		$706K Buy
9,349
+445
+5% +$34.7K 0.15% 131
2020
Q4 		$669K Sell
8,904
-8
-0.1% -$598 0.16% 121
2020
Q3 		$627K Sell
8,912
-904
-9% -$62.4K 0.18% 109
2020
Q2 		$635K Buy
9,816
+540
+6% +$32.3K 0.19% 107
2020
Q1 		$562K Hold
9,276
– – 0.22% 91
2019
Q4 		$593K Hold
9,276
– – 0.19% 108
2019
Q3 		$531K Buy
9,276
+288
+3% +$15.6K 0.49% 36
2019
Q2 		$467K Sell
8,988
-7,228
-45% -$356K 0.16% 122
2019
Q1 		$215K Buy
+16,216
New +$741K 0.08% 161
2017
Q4 		– Sell
-6,108
Closed -$224K – 175
2017
Q3 		$224K Hold
6,108
– – 0.09% 176
2017
Q2 		$214K Sell
6,108
-304
-5% -$10.4K 0.11% 156
2017
Q1 		$216K Buy
+6,412
New +$202K 0.09% 172
2016
Q2 		– Sell
-4,244
Closed -$121K – 328
2016
Q1 		$121K Buy
4,244
+200
+5% +$5.61K 0.09% 145
2015
Q4 		$105K Buy
4,044
+256
+7% +$6.48K 0.07% 166
2015
Q3 		$92K Buy
3,788
+528
+16% +$13.4K 0.06% 174
2015
Q2 		$80K Hold
3,260
– – 0.05% 173
2015
Q1 		$81K Sell
3,260
-1,320
-29% -$34.8K 0.05% 167
2014
Q4 		$122K Hold
4,580
– – 0.08% 137
2014
Q3 		$115K Buy
4,580
+180
+4% +$4.35K 0.08% 140
2014
Q2 		$113K Hold
4,400
– – 0.07% 158
2014
Q1 		$107K Hold
4,400
– – 0.07% 139
2013
Q4 		$100K Hold
4,400
– – 0.07% 153
2013
Q3 		$88K Buy
+4,400
New +$90.8K 0.08% 139

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Formidable Asset Management's NEE Position: Q2 2026 in Review

Formidable Asset Management reduced its NextEra Energy (NEE) stake by 0.29% in Q2 2026, selling an estimated $16.6K and leaving 62,702 shares worth $5.82M. The position accounts for 0.93% of the portfolio, ranked #20.

Formidable Asset Management first reported a position in NEE in Q3 2013 and has held it in 43 quarters since. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Formidable Asset Management held 62,702 shares of NextEra Energy worth $5.82M as of Q2 2026.
  • Formidable Asset Management sold 183 NextEra Energy shares in Q2 2026, an estimated $16.6K.
  • NextEra Energy made up 0.93% of Formidable Asset Management's portfolio in Q2 2026, its #20 holding.
  • Formidable Asset Management first reported a position in NextEra Energy in Q3 2013 and has held it in 43 quarters since.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.