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IFG Advisors’s NextEra Energy NEE Stock Holding History

IFG 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 		$278K Hold
3,169
– – 0.04% 138
2026
Q1 		$294K Hold
3,169
– – 0.05% 122
2025
Q4 		$254K Hold
3,169
– – 0.04% 132
2025
Q3 		$239K Sell
3,169
-127
-4% -$9.28K 0.04% 138
2025
Q2 		$229K Buy
3,296
+1
+0% +$69 0.04% 152
2025
Q1 		$234K Buy
3,295
+1
+0% +$71 0.05% 135
2024
Q4 		$236K Buy
3,294
+380
+13% +$29.5K 0.05% 131
2024
Q3 		$246K Sell
2,914
-14
-0.5% -$1.09K 0.05% 121
2024
Q2 		$207K Buy
+2,928
New +$208K 0.05% 131
2023
Q3 		– Sell
-3,009
Closed -$223K – 118
2023
Q2 		$223K Buy
3,009
+44
+1% +$3.33K 0.08% 113
2023
Q1 		$229K Buy
2,965
+6
+0.2% +$461 0.09% 111
2022
Q4 		$247K Buy
2,959
+1
+0% +$81 0.11% 100
2022
Q3 		$232K Buy
2,958
+1
+0% +$85 0.12% 98
2022
Q2 		$229K Buy
2,957
+1
+0% +$76 0.12% 94
2022
Q1 		$250K Buy
2,956
+133
+5% +$10.7K 0.11% 95
2021
Q4 		$264K Sell
2,823
-46
-2% -$3.98K 0.11% 89
2021
Q3 		$225K Buy
2,869
+109
+4% +$8.79K 0.1% 95
2021
Q2 		$202K Hold
2,760
– – 0.1% 100
2021
Q1 		$209K Hold
2,760
– – 0.11% 91
2020
Q4 		$213K Buy
+2,760
New +$206K 0.13% 80

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

IFG Advisors's NEE Position: Q2 2026 in Review

IFG Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 3,169 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #138.

IFG Advisors first reported a position in NEE in Q4 2020 and has held it in 20 quarters since. The position peaked at $294K in Q1 2026. 1,275 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • IFG Advisors held 3,169 shares of NextEra Energy worth $278K as of Q2 2026.
  • IFG Advisors left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.04% of IFG Advisors's portfolio in Q2 2026, its #138 holding.
  • IFG Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 20 quarters since.
  • IFG Advisors's NextEra Energy position peaked at $294K in Q1 2026.
  • 1,275 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.