IMA Advisory Services’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
Other funds holding NEE
IMA Advisory Services's NEE Position: Q2 2026 in Review
IMA Advisory Services increased its NextEra Energy (NEE) stake by 40% in Q2 2026, buying an estimated $14.6K and bringing the position to 559 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #505.
IMA Advisory Services first reported a position in NEE in Q2 2013 and has held it in 9 quarters since. The position peaked at $1.11M in Q2 2013. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- IMA Advisory Services held 559 shares of NextEra Energy worth $49.1K as of Q2 2026.
- IMA Advisory Services bought 161 NextEra Energy shares in Q2 2026, an estimated $14.6K.
- NextEra Energy made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #505 holding.
- IMA Advisory Services first reported a position in NextEra Energy in Q2 2013 and has held it in 9 quarters since.
- IMA Advisory Services's NextEra Energy position peaked at $1.11M in Q2 2013.
- 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.