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Harbor Investment Advisory’s NextEra Energy NEE Stock Holding History

Harbor Investment 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 		$1.77M Buy
20,160
+2,610
+15% +$236K 0.12% 134
2026
Q1 		$1.63M Buy
17,550
+2,096
+14% +$186K 0.13% 134
2025
Q4 		$1.24M Buy
15,454
+303
+2% +$25.1K 0.09% 162
2025
Q3 		$1.14M Sell
15,151
-1,059
-7% -$77.4K 0.09% 163
2025
Q2 		$1.13M Buy
16,210
+2,469
+18% +$171K 0.1% 157
2025
Q1 		$974K Buy
13,741
+501
+4% +$35.4K 0.09% 159
2024
Q4 		$949K Buy
13,240
+686
+5% +$53.3K 0.09% 155
2024
Q3 		$1.06M Sell
12,554
-638
-5% -$49.8K 0.1% 151
2024
Q2 		$934K Buy
13,192
+782
+6% +$55.5K 0.1% 156
2024
Q1 		$793K Sell
12,410
-336
-3% -$19.7K 0.08% 181
2023
Q4 		$774K Sell
12,746
-3,760
-23% -$214K 0.09% 172
2023
Q3 		$946K Sell
16,506
-3,618
-18% -$250K 0.12% 133
2023
Q2 		$1.49M Sell
20,124
-779
-4% -$59K 0.21% 97
2023
Q1 		$1.61M Sell
20,903
-506
-2% -$38.9K 0.24% 86
2022
Q4 		$1.79M Sell
21,409
-305
-1% -$24.6K 0.28% 76
2022
Q3 		$1.7M Buy
21,714
+947
+5% +$80.3K 0.28% 72
2022
Q2 		$1.61M Buy
20,767
+2,114
+11% +$161K 0.26% 83
2022
Q1 		$1.58M Buy
18,653
+371
+2% +$29.7K 0.21% 93
2021
Q4 		$1.71M Buy
18,282
+508
+3% +$43.9K 0.22% 90
2021
Q3 		$1.4M Sell
17,774
-20
-0.1% -$1.61K 0.19% 96
2021
Q2 		$1.3M Sell
17,794
-437
-2% -$32.8K 0.18% 107
2021
Q1 		$1.38M Sell
18,231
-88
-0.5% -$6.87K 0.21% 103
2020
Q4 		$1.41M Sell
18,319
-77
-0.4% -$5.76K 0.23% 92
2020
Q3 		$1.28M Buy
18,396
+900
+5% +$62.1K 0.24% 83
2020
Q2 		$1.05M Buy
17,496
+2,744
+19% +$164K 0.22% 89
2020
Q1 		$887K Sell
14,752
-492
-3% -$30.9K 0.24% 88
2019
Q4 		$923K Buy
+15,244
New +$890K 0.21% 102

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Harbor Investment Advisory's NEE Position: Q2 2026 in Review

Harbor Investment Advisory increased its NextEra Energy (NEE) stake by 15% in Q2 2026, buying an estimated $236K and bringing the position to 20,160 shares worth $1.77M. The position accounts for 0.12% of the portfolio, ranked #134.

Harbor Investment Advisory first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.79M in Q4 2022. 1,145 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Harbor Investment Advisory held 20,160 shares of NextEra Energy worth $1.77M as of Q2 2026.
  • Harbor Investment Advisory bought 2,610 NextEra Energy shares in Q2 2026, an estimated $236K.
  • NextEra Energy made up 0.12% of Harbor Investment Advisory's portfolio in Q2 2026, its #134 holding.
  • Harbor Investment Advisory first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's NextEra Energy position peaked at $1.79M in Q4 2022.
  • 1,145 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.