Independent Advisor Alliance’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 | $7.85M | Buy |
89,439
+555
| +0.6% | +$50.2K | 0.18% | 82 |
|
|
2026
Q1 | $8.26M | Sell |
88,884
-5,541
| -6% | -$493K | 0.09% | 206 |
|
|
2025
Q4 | $7.58M | Sell |
94,425
-2,127
| -2% | -$176K | 0.18% | 86 |
|
|
2025
Q3 | $7.29M | Sell |
96,552
-24,619
| -20% | -$1.8M | 0.19% | 85 |
|
|
2025
Q2 | $8.41M | Sell |
121,171
-5,681
| -4% | -$395K | 0.24% | 70 |
|
|
2025
Q1 | $8.99M | Buy |
126,852
+2,999
| +2% | +$212K | 0.3% | 59 |
|
|
2024
Q4 | $8.88M | Sell |
123,853
-1,546
| -1% | -$120K | 0.12% | 180 |
|
|
2024
Q3 | $10.6M | Sell |
125,399
-2,348
| -2% | -$183K | 0.39% | 45 |
|
|
2024
Q2 | $9.05M | Buy |
127,747
+13,933
| +12% | +$989K | 0.31% | 59 |
|
|
2024
Q1 | $7.27M | Sell |
113,814
-5,748
| -5% | -$337K | 0.26% | 74 |
|
|
2023
Q4 | $7.26M | Buy |
119,562
+9,141
| +8% | +$521K | 0.26% | 71 |
|
|
2023
Q3 | $6.33M | Sell |
110,421
-14,873
| -12% | -$1.03M | 0.29% | 65 |
|
|
2023
Q2 | $9.3M | Buy |
125,294
+591
| +0.5% | +$44.7K | 0.41% | 50 |
|
|
2023
Q1 | $9.61M | Buy |
124,703
+21,526
| +21% | +$1.66M | 0.46% | 46 |
|
|
2022
Q4 | $229K | Buy |
103,177
+374
| +0.4% | +$30.2K | 0.08% | 136 |
|
|
2022
Q3 | $8.06M | Sell |
102,803
-9,112
| -8% | -$773K | 0.47% | 49 |
|
|
2022
Q2 | $8.67M | Buy |
111,915
+295
| +0.3% | +$22.5K | 0.48% | 52 |
|
|
2022
Q1 | $9.46M | Sell |
111,620
-3,719
| -3% | -$298K | 0.46% | 53 |
|
|
2021
Q4 | $10.8M | Buy |
115,339
+17,678
| +18% | +$1.53M | 0.53% | 47 |
|
|
2021
Q3 | $7.67M | Buy |
97,661
+6,436
| +7% | +$519K | 0.43% | 66 |
|
|
2021
Q2 | $6.68M | Buy |
91,225
+6,095
| +7% | +$457K | 0.37% | 71 |
|
|
2021
Q1 | $6.44M | Buy |
85,130
+26,324
| +45% | +$2.05M | 0.38% | 71 |
|
|
2020
Q4 | $4.54M | Buy |
58,806
+7,270
| +14% | +$544K | 0.31% | 80 |
|
|
2020
Q3 | $3.58M | Sell |
51,536
-11,868
| -19% | -$819K | 0.27% | 87 |
|
|
2020
Q2 | $3.81M | Sell |
63,404
-4,360
| -6% | -$261K | 0.41% | 50 |
|
|
2020
Q1 | $4.08M | Buy |
67,764
+6,492
| +11% | +$408K | 0.59% | 37 |
|
|
2019
Q4 | $3.71M | Buy |
61,272
+4,020
| +7% | +$235K | 0.16% | 139 |
|
|
2019
Q3 | $3.33M | Sell |
57,252
-12,988
| -18% | -$703K | 0.41% | 54 |
|
|
2019
Q2 | $3.39M | Buy |
70,240
+18,704
| +36% | +$920K | 0.49% | 40 |
|
|
2019
Q1 | $2.49M | Buy |
51,536
+14,076
| +38% | +$644K | 0.35% | 66 |
|
|
2018
Q4 | $1.63M | Buy |
37,460
+6,832
| +22% | +$299K | 0.29% | 81 |
|
|
2018
Q3 | $1.27M | Buy |
30,628
+1,348
| +5% | +$57.4K | 0.23% | 100 |
|
|
2018
Q2 | $1.22M | Buy |
29,280
+228
| +0.8% | +$9.21K | 0.25% | 94 |
|
|
2018
Q1 | $1.18M | Buy |
29,052
+96
| +0.3% | +$3.7K | 0.26% | 91 |
|
|
2017
Q4 | $1.11M | Sell |
28,956
-128
| -0.4% | -$4.94K | 0.25% | 99 |
|
|
2017
Q3 | $1.07M | Buy |
29,084
+656
| +2% | +$24K | 0.3% | 89 |
|
|
2017
Q2 | $1M | Sell |
28,428
-312
| -1% | -$10.7K | 0.32% | 88 |
|
|
2017
Q1 | $939K | Sell |
28,740
-172
| -0.6% | -$5.41K | 0.15% | 169 |
|
|
2016
Q4 | $862K | Buy |
+28,912
| New | +$864K | 0.37% | 80 |
|
Other funds holding NEE
Independent Advisor Alliance's NEE Position: Q2 2026 in Review
Independent Advisor Alliance increased its NextEra Energy (NEE) stake by 0.62% in Q2 2026, buying an estimated $50.2K and bringing the position to 89,439 shares worth $7.85M. The position accounts for 0.18% of the portfolio, ranked #82.
Independent Advisor Alliance first reported a position in NEE in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.8M in Q4 2021. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Independent Advisor Alliance held 89,439 shares of NextEra Energy worth $7.85M as of Q2 2026.
- Independent Advisor Alliance bought 555 NextEra Energy shares in Q2 2026, an estimated $50.2K.
- NextEra Energy made up 0.18% of Independent Advisor Alliance's portfolio in Q2 2026, its #82 holding.
- Independent Advisor Alliance first reported a position in NextEra Energy in Q4 2016 and has held it in 39 quarters since.
- Independent Advisor Alliance's NextEra Energy position peaked at $10.8M in Q4 2021.
- 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.