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ICW Investment Advisors’s NextEra Energy NEE Stock Holding History

ICW Investment Advisors’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 		$2.24M Sell
25,467
-22
-0.1% -$1.99K 0.78% 49
2026
Q1 		$2.37M Buy
25,489
+2,040
+9% +$181K 0.86% 43
2025
Q4 		$1.88M Buy
23,449
+344
+1% +$28.5K 0.68% 52
2025
Q3 		$1.74M Buy
23,105
+971
+4% +$70.9K 0.63% 59
2025
Q2 		$1.54M Buy
22,134
+812
+4% +$56.4K 0.61% 68
2025
Q1 		$1.51M Buy
21,322
+337
+2% +$23.8K 0.62% 67
2024
Q4 		$1.5M Buy
20,985
+655
+3% +$50.9K 0.63% 67
2024
Q3 		$1.72M Buy
20,330
+316
+2% +$24.7K 0.72% 59
2024
Q2 		$1.42M Sell
20,014
-466
-2% -$33.1K 0.64% 61
2024
Q1 		$1.31M Buy
20,480
+933
+5% +$54.7K 0.58% 72
2023
Q4 		$1.19M Buy
19,547
+649
+3% +$37K 0.58% 70
2023
Q3 		$1.08M Buy
18,898
+1,659
+10% +$115K 0.58% 69
2023
Q2 		$1.28M Buy
17,239
+460
+3% +$34.8K 0.69% 64
2023
Q1 		$1.29M Buy
16,779
+550
+3% +$42.3K 0.73% 58
2022
Q4 		$1.36M Buy
16,229
+171
+1% +$13.8K 0.81% 53
2022
Q3 		$1.26M Buy
16,058
+64
+0.4% +$5.43K 0.85% 53
2022
Q2 		$1.24M Sell
15,994
-15
-0.1% -$1.14K 0.79% 55
2022
Q1 		$1.36M Buy
16,009
+16
+0.1% +$1.28K 0.78% 56
2021
Q4 		$1.49M Buy
15,993
+249
+2% +$21.5K 0.83% 53
2021
Q3 		$1.24M Buy
15,744
+9
+0.1% +$726 0.8% 55
2021
Q2 		$1.15M Buy
15,735
+128
+0.8% +$9.61K 0.75% 58
2021
Q1 		$1.18M Buy
15,607
+59
+0.4% +$4.61K 0.81% 57
2020
Q4 		$1.18M Sell
15,548
-496
-3% -$37.1K 0.85% 51
2020
Q3 		$1.11M Buy
16,044
+112
+0.7% +$7.73K 0.83% 53
2020
Q2 		$957K Sell
15,932
-64
-0.4% -$3.83K 0.78% 56
2020
Q1 		$962K Buy
15,996
+516
+3% +$32.4K 0.91% 51
2019
Q4 		$937K Buy
+15,480
New +$904K 0.76% 60

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ICW Investment Advisors's NEE Position: Q2 2026 in Review

ICW Investment Advisors reduced its NextEra Energy (NEE) stake by 0.09% in Q2 2026, selling an estimated $1.99K and leaving 25,467 shares worth $2.24M. The position accounts for 0.78% of the portfolio, ranked #49.

ICW Investment Advisors first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.37M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • ICW Investment Advisors held 25,467 shares of NextEra Energy worth $2.24M as of Q2 2026.
  • ICW Investment Advisors sold 22 NextEra Energy shares in Q2 2026, an estimated $1.99K.
  • NextEra Energy made up 0.78% of ICW Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • ICW Investment Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • ICW Investment Advisors's NextEra Energy position peaked at $2.37M in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on ICW Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.