IA
NEE icon

IFP Advisors’s NextEra Energy NEE Stock Holding History

IFP 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 		$4.85M Buy
55,230
+211
+0.4% +$19.1K 0.09% 259
2026
Q1 		$5.11M Buy
55,019
+3,672
+7% +$326K 0.11% 218
2025
Q4 		$4.12M Buy
51,347
+1,399
+3% +$116K 0.09% 231
2025
Q3 		$3.77M Buy
49,948
+159
+0.3% +$11.6K 0.1% 225
2025
Q2 		$3.51M Sell
49,789
-4,486
-8% -$312K 0.1% 218
2025
Q1 		$3.85M Sell
54,275
-15,465
-22% -$1.09M 0.12% 193
2024
Q4 		$5M Buy
69,740
+12,322
+21% +$957K 0.16% 136
2024
Q3 		$4.85M Sell
57,418
-764
-1% -$59.6K 0.17% 128
2024
Q2 		$4.12M Buy
58,182
+3,607
+7% +$256K 0.16% 128
2024
Q1 		$3.49M Buy
54,575
+695
+1% +$40.7K 0.15% 145
2023
Q4 		$3.27M Sell
53,880
-6,915
-11% -$394K 0.15% 147
2023
Q3 		$3.48M Sell
60,795
-103
-0.2% -$7.13K 0.16% 125
2023
Q2 		$4.52M Sell
60,898
-6,171
-9% -$467K 0.19% 110
2023
Q1 		$10.8M Sell
67,069
-45,309
-40% -$3.48M 0.47% 41
2022
Q4 		$18.1M Buy
112,378
+18,224
+19% +$1.47M 0.48% 28
2022
Q3 		$15.2M Buy
94,154
+7,116
+8% +$604K 0.4% 42
2022
Q2 		$14M Hold
87,038
– – 0.45% 38
2022
Q1 		$14M Buy
87,038
+8,831
+11% +$708K 0.45% 38
2021
Q4 		$7.3M Buy
78,207
+15,027
+24% +$1.3M 0.14% 82
2021
Q3 		$4.96M Buy
63,180
+4,374
+7% +$353K 0.1% 113
2021
Q2 		$4.3M Buy
58,806
+204
+0.3% +$15.3K 0.09% 128
2021
Q1 		$4.42M Sell
58,602
-739
-1% -$57.7K 0.09% 111
2020
Q4 		$4.57M Buy
59,341
+781
+1% +$58.4K 0.19% 93
2020
Q3 		$4.06M Buy
58,560
+2,140
+4% +$148K 0.24% 82
2020
Q2 		$3.36M Sell
56,420
-12,684
-18% -$759K 0.27% 80
2020
Q1 		$3.99M Sell
69,104
-4,248
-6% -$267K 0.4% 52
2019
Q4 		$4.45M Sell
73,352
-13,140
-15% -$767K 0.33% 64
2019
Q3 		$5M Buy
+86,492
New +$4.68M 0.34% 68
2019
Q1 		$1.5M Sell
31,100
-43,804
-58% -$2M 0.21% 109
2018
Q4 		$3.23M Sell
74,904
-7,420
-9% -$324K 0.2% 121
2018
Q3 		$3.45M Buy
82,324
+4,564
+6% +$194K 0.14% 168
2018
Q2 		$3.25M Buy
77,760
+7,640
+11% +$309K 0.14% 174
2018
Q1 		$2.74M Hold
70,120
– – 0.12% 191
2017
Q4 		$2.74M Sell
70,120
-84,796
-55% -$3.27M 0.12% 192
2017
Q3 		$5.68M Sell
154,916
-3,124
-2% -$114K 0.23% 97
2017
Q2 		$5.54M Sell
158,040
-4,572
-3% -$156K 0.23% 92
2017
Q1 		$5.22M Buy
162,612
+9,456
+6% +$297K 0.23% 96
2016
Q4 		$4.57M Buy
153,156
+4,532
+3% +$135K 0.22% 99
2016
Q3 		$4.54M Buy
148,624
+656
+0.4% +$20.7K 0.24% 88
2016
Q2 		$4.82M Buy
147,968
+116,868
+376% +$3.51M 0.27% 77
2016
Q1 		$1.5M Sell
31,100
-94,860
-75% -$2.66M 0.21% 109
2015
Q4 		$3.27M Buy
+125,960
New +$3.19M 0.22% 100

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IFP Advisors's NEE Position: Q2 2026 in Review

IFP Advisors increased its NextEra Energy (NEE) stake by 0.38% in Q2 2026, buying an estimated $19.1K and bringing the position to 55,230 shares worth $4.85M. The position accounts for 0.09% of the portfolio, ranked #259.

IFP Advisors first reported a position in NEE in Q4 2015 and has held it in 42 quarters since. The position peaked at $18.1M in Q4 2022. 1,212 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • IFP Advisors held 55,230 shares of NextEra Energy worth $4.85M as of Q2 2026.
  • IFP Advisors bought 211 NextEra Energy shares in Q2 2026, an estimated $19.1K.
  • NextEra Energy made up 0.09% of IFP Advisors's portfolio in Q2 2026, its #259 holding.
  • IFP Advisors first reported a position in NextEra Energy in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's NextEra Energy position peaked at $18.1M in Q4 2022.
  • 1,212 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.