Gladstone Institutional Advisory’s NextEra Energy NEE Stock Holding History

Gladstone Institutional Advisory’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	$4.1M	Buy	46,757 +1,155	+3%	+$104K	0.13%	170
2026 Q1	$4.24M	Sell	45,602 -2,811	-6%	-$250K	0.16%	147
2025 Q4	$3.89M	Sell	48,413 -2,875	-6%	-$238K	0.15%	150
2025 Q3	$3.87M	Buy	51,288 +586	+1%	+$42.8K	0.15%	149
2025 Q2	$3.52M	Sell	50,702 -1,681	-3%	-$117K	0.15%	159
2025 Q1	$3.71M	Buy	52,383 +2,899	+6%	+$205K	0.17%	140
2024 Q4	$3.55M	Buy	49,484 +2,998	+6%	+$233K	0.16%	149
2024 Q3	$3.93M	Sell	46,486 -11,840	-20%	-$924K	0.19%	129
2024 Q2	$4.13M	Sell	58,326 -1,914	-3%	-$136K	0.22%	126
2024 Q1	$3.85M	Sell	60,240 -21,473	-26%	-$1.26M	0.21%	130
2023 Q4	$4.96M	Buy	81,713 +175	+0.2%	+$9.97K	0.28%	94
2023 Q3	$4.67M	Sell	81,538 -43,668	-35%	-$3.02M	0.3%	80
2023 Q2	$9.29M	Buy	125,206 +13,097	+12%	+$992K	0.57%	32
2023 Q1	$8.64M	Buy	112,109 +62,513	+126%	+$4.81M	0.56%	33
2022 Q4	$4.15M	Sell	49,596 -14,405	-23%	-$1.16M	0.29%	100
2022 Q3	$5.02M	Buy	64,001 +18,977	+42%	+$1.61M	0.39%	56
2022 Q2	$3.49M	Sell	45,024 -19,344	-30%	-$1.47M	0.28%	88
2022 Q1	$5.45M	Buy	64,368 +14,600	+29%	+$1.17M	0.37%	60
2021 Q4	$4.65M	Buy	49,768 +8,878	+22%	+$767K	0.36%	77
2021 Q3	$3.21M	Buy	40,890 +27,327	+201%	+$2.2M	0.31%	84
2021 Q2	$994K	Buy	13,563 +4,919	+57%	+$369K	0.12%	189
2021 Q1	$654K	Buy	8,644 +5,362	+163%	+$418K	0.1%	200
2020 Q4	$253K	Sell	3,282 -50	-2%	-$3.74K	0.05%	255
2020 Q3	$231K	Buy	+3,332	New	+$230K	0.06%	237
2020 Q2	–	Sell	-4,376	Closed	-$263K	–	282
2020 Q1	$263K	Sell	4,376 -308	-7%	-$19.4K	0.07%	212
2019 Q4	$283K	Sell	4,684 -188	-4%	-$11K	0.07%	198
2019 Q3	$284K	Buy	+4,872	New	+$264K	0.07%	216

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gladstone Institutional Advisory's NEE Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its NextEra Energy (NEE) stake by 2.5% in Q2 2026, buying an estimated $104K and bringing the position to 46,757 shares worth $4.1M. The position accounts for 0.13% of the portfolio, ranked #170.

Gladstone Institutional Advisory first reported a position in NEE in Q3 2019 and has held it in 27 quarters since. The position peaked at $9.29M in Q2 2023. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Gladstone Institutional Advisory held 46,757 shares of NextEra Energy worth $4.1M as of Q2 2026.
Gladstone Institutional Advisory bought 1,155 NextEra Energy shares in Q2 2026, an estimated $104K.
NextEra Energy made up 0.13% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #170 holding.
Gladstone Institutional Advisory first reported a position in NextEra Energy in Q3 2019 and has held it in 27 quarters since.
Gladstone Institutional Advisory's NextEra Energy position peaked at $9.29M in Q2 2023.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.