Franklin Street 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
$945K Sell
10,766
-1,215
-10% -$110K 0.05% 84
2026
Q1
$1.11M Sell
11,981
-300
-2% -$26.7K 0.07% 77
2025
Q4
$986K Hold
12,281
0.06% 85
2025
Q3
$927K Buy
12,281
+105
+0.9% +$7.67K 0.05% 81
2025
Q2
$845K Hold
12,176
0.05% 89
2025
Q1
$863K Buy
12,176
+10
+0.1% +$706 0.06% 88
2024
Q4
$872K Sell
12,166
-269
-2% -$20.9K 0.06% 91
2024
Q3
$1.05M Buy
12,435
+386
+3% +$30.1K 0.07% 80
2024
Q2
$853K Buy
12,049
+983
+9% +$69.7K 0.06% 86
2024
Q1
$707K Sell
11,066
-460
-4% -$26.9K 0.05% 86
2023
Q4
$700K Sell
11,526
-120
-1% -$6.84K 0.06% 85
2023
Q3
$667K Buy
11,646
+680
+6% +$47.1K 0.06% 83
2023
Q2
$814K Sell
10,966
-645
-6% -$48.8K 0.07% 82
2023
Q1
$895K Sell
11,611
-3,653
-24% -$281K 0.08% 77
2022
Q4
$1.28M Sell
15,264
-735
-5% -$59.4K 0.12% 71
2022
Q3
$1.25M Sell
15,999
-60
-0.4% -$5.09K 0.13% 73
2022
Q2
$1.24M Sell
16,059
-1,007
-6% -$76.7K 0.12% 75
2022
Q1
$1.45M Sell
17,066
-53
-0.3% -$4.25K 0.12% 72
2021
Q4
$1.6M Buy
17,119
+1,407
+9% +$122K 0.12% 70
2021
Q3
$1.23M Buy
15,712
+818
+5% +$66K 0.1% 69
2021
Q2
$1.09M Sell
14,894
-2,251
-13% -$169K 0.09% 77
2021
Q1
$1.3M Buy
17,145
+44
+0.3% +$3.43K 0.12% 72
2020
Q4
$1.32M Sell
17,101
-267
-2% -$20K 0.13% 70
2020
Q3
$1.21M Sell
17,368
-380
-2% -$26.2K 0.13% 70
2020
Q2
$1.07M Sell
17,748
-8,460
-32% -$506K 0.13% 71
2020
Q1
$1.58M Sell
26,208
-676
-3% -$42.5K 0.23% 63
2019
Q4
$1.63M Sell
26,884
-4
-0% -$234 0.19% 70
2019
Q3
$1.57M Buy
26,888
+10,660
+66% +$577K 0.2% 72
2019
Q2
$831K Buy
16,228
+2,800
+21% +$138K 0.11% 85
2019
Q1
$649K Sell
13,428
-3,228
-19% -$148K 0.09% 91
2018
Q4
$724K Buy
16,656
+3,228
+24% +$141K 0.11% 87
2018
Q3
$563K Sell
13,428
-1,804
-12% -$76.8K 0.08% 95
2018
Q2
$636K Buy
15,232
+7,652
+101% +$309K 0.09% 89
2018
Q1
$310K Buy
+7,580
New +$292K 0.05% 127

Other funds holding NEE

Franklin Street Advisors's NEE Position: Q2 2026 in Review

Franklin Street Advisors reduced its NextEra Energy (NEE) stake by 10% in Q2 2026, selling an estimated $110K and leaving 10,766 shares worth $945K. The position accounts for 0.05% of the portfolio, ranked #84.

Franklin Street Advisors first reported a position in NEE in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.63M in Q4 2019. 716 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Franklin Street Advisors held 10,766 shares of NextEra Energy worth $945K as of Q2 2026.
  • Franklin Street Advisors sold 1,215 NextEra Energy shares in Q2 2026, an estimated $110K.
  • NextEra Energy made up 0.05% of Franklin Street Advisors's portfolio in Q2 2026, its #84 holding.
  • Franklin Street Advisors first reported a position in NextEra Energy in Q1 2018 and has held it in 34 quarters since.
  • Franklin Street Advisors's NextEra Energy position peaked at $1.63M in Q4 2019.
  • 716 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Franklin Street Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.