IBEX Wealth 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 | $256K | Buy |
2,917
+19
| +0.7% | +$1.72K | 0.02% | 193 |
|
|
2026
Q1 | $269K | Buy |
+2,898
| New | +$258K | 0.03% | 192 |
|
|
2025
Q4 | – | Sell |
-2,799
| Closed | -$211K | – | 173 |
|
|
2025
Q3 | $211K | Sell |
2,799
-2,411
| -46% | -$176K | 0.02% | 194 |
|
|
2025
Q2 | $362K | Sell |
5,210
-101,031
| -95% | -$7.02M | 0.04% | 160 |
|
|
2025
Q1 | $7.53M | Sell |
106,241
-135
| -0.1% | -$9.53K | 1% | 33 |
|
|
2024
Q4 | $7.63M | Buy |
106,376
+99,326
| +1,409% | +$7.72M | 0.9% | 29 |
|
|
2024
Q3 | $3.49M | Sell |
7,050
-87,816
| -93% | -$6.85M | 0.96% | 42 |
|
|
2024
Q2 | $6.72M | Sell |
94,866
-7,479
| -7% | -$531K | 1.05% | 27 |
|
|
2024
Q1 | $8.56M | Buy |
102,345
+102,262
| +123,207% | +$5.99M | 2.32% | 12 |
|
|
2023
Q4 | $5.06K | Sell |
83
-49,183
| -100% | -$2.8M | 1.1% | 36 |
|
|
2023
Q3 | $2.82M | Buy |
+49,266
| New | +$3.41M | 0.72% | 47 |
|
|
2023
Q1 | $3.94M | Sell |
51,174
-51,171
| -50% | -$3.94M | 1.02% | 35 |
|
|
2022
Q4 | $8.56M | Sell |
102,345
-5,161
| -5% | -$417K | 1.93% | 13 |
|
|
2022
Q3 | $8.43M | Buy |
107,506
+11,741
| +12% | +$996K | 2.19% | 11 |
|
|
2022
Q2 | $7.42M | Buy |
95,765
+748
| +0.8% | +$56.9K | 1.71% | 11 |
|
|
2022
Q1 | $8.05M | Buy |
95,017
+4,063
| +4% | +$326K | 1.54% | 13 |
|
|
2021
Q4 | $8.49M | Buy |
90,954
+1,275
| +1% | +$110K | 1.5% | 12 |
|
|
2021
Q3 | $7.04M | Buy |
89,679
+678
| +0.8% | +$54.7K | 1.36% | 14 |
|
|
2021
Q2 | $6.52M | Buy |
89,001
+1,117
| +1% | +$83.8K | 1.3% | 15 |
|
|
2021
Q1 | $6.64M | Buy |
87,884
+757
| +0.9% | +$59.1K | 1.64% | 13 |
|
|
2020
Q4 | $6.72M | Buy |
87,127
+1,551
| +2% | +$116K | 1.76% | 12 |
|
|
2020
Q3 | $5.94M | Sell |
85,576
-532
| -0.6% | -$36.7K | 1.72% | 14 |
|
|
2020
Q2 | $5.17M | Sell |
86,108
-1,664
| -2% | -$99.6K | 1.66% | 14 |
|
|
2020
Q1 | $5.28M | Sell |
87,772
-44,408
| -34% | -$2.79M | 2.06% | 8 |
|
|
2019
Q4 | $8M | Buy |
132,180
+1,332
| +1% | +$77.8K | 2.45% | 6 |
|
|
2019
Q3 | $7.62M | Sell |
130,848
-328
| -0.3% | -$17.8K | 2.53% | 6 |
|
|
2019
Q2 | $6.72M | Buy |
131,176
+1,248
| +1% | +$61.4K | 1.94% | 7 |
|
|
2019
Q1 | $6.28M | Buy |
129,928
+7,756
| +6% | +$355K | 2.2% | 5 |
|
|
2018
Q4 | $5.31M | Buy |
122,172
+1,096
| +0.9% | +$47.9K | 2.42% | 6 |
|
|
2018
Q3 | $5.05M | Buy |
+121,076
| New | +$5.15M | 1.81% | 15 |
|
|
2016
Q4 | – | Sell |
-61,996
| Closed | -$1.9M | – | 460 |
|
|
2016
Q3 | $1.9M | Buy |
+61,996
| New | +$1.95M | 1.04% | 35 |
|
Other funds holding NEE
IBEX Wealth Advisors's NEE Position: Q2 2026 in Review
IBEX Wealth Advisors increased its NextEra Energy (NEE) stake by 0.66% in Q2 2026, buying an estimated $1.72K and bringing the position to 2,917 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #193.
IBEX Wealth Advisors first reported a position in NEE in Q3 2016 and has held it in 31 quarters since. The position peaked at $8.56M in Q1 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- IBEX Wealth Advisors held 2,917 shares of NextEra Energy worth $256K as of Q2 2026.
- IBEX Wealth Advisors bought 19 NextEra Energy shares in Q2 2026, an estimated $1.72K.
- NextEra Energy made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #193 holding.
- IBEX Wealth Advisors first reported a position in NextEra Energy in Q3 2016 and has held it in 31 quarters since.
- IBEX Wealth Advisors's NextEra Energy position peaked at $8.56M in Q1 2024.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.