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Investors Research Corp’s NextEra Energy NEE Stock Holding History

Investors Research Corp’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
Q3 		$23.6K Hold
311
– – ﹤0.01% 452
2026
Q2 		$27.3K Hold
311
– – ﹤0.01% 445
2026
Q1 		$28.9K Buy
311
+30
+11% +$2.67K 0.01% 440
2025
Q4 		$22.6K Hold
281
– – ﹤0.01% 529
2025
Q3 		$21.2K Hold
281
– – ﹤0.01% 550
2025
Q2 		$19.5K Hold
281
– – ﹤0.01% 591
2025
Q1 		$19.9K Hold
281
– – ﹤0.01% 582
2024
Q4 		$20.1K Hold
281
– – ﹤0.01% 588
2024
Q3 		$23.8K Hold
281
– – 0.01% 577
2024
Q2 		$19.9K Hold
281
– – ﹤0.01% 626
2024
Q1 		$18K Hold
281
– – ﹤0.01% 634
2023
Q4 		$17.1K Hold
281
– – ﹤0.01% 664
2023
Q3 		$16.1K Hold
281
– – ﹤0.01% 690
2023
Q2 		$20.9K Hold
281
– – 0.01% 649
2023
Q1 		$21.7K Hold
281
– – 0.01% 655
2022
Q4 		$23.5K Buy
281
+149
+113% +$12K 0.01% 636
2022
Q3 		$10K Buy
132
+47
+55% +$3.99K ﹤0.01% 746
2022
Q2 		$7K Hold
85
– – ﹤0.01% 800
2022
Q1 		$7K Hold
85
– – ﹤0.01% 805
2021
Q4 		$8K Hold
85
– – ﹤0.01% 804
2021
Q3 		$7K Hold
85
– – ﹤0.01% 831
2021
Q2 		$6K Buy
+85
New +$6.38K ﹤0.01% 840
2020
Q4 		– Sell
-16
Closed -$1K – 1101
2020
Q3 		$1K Hold
16
– – ﹤0.01% 1053
2020
Q2 		$1K Hold
16
– – ﹤0.01% 1058
2020
Q1 		$1K Sell
16
-188
-92% -$11.8K ﹤0.01% 1085
2019
Q4 		$12K Hold
204
– – 0.01% 813
2019
Q3 		$12K Buy
+204
New +$11K 0.01% 809

Other funds holding NEE

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Investors Research Corp's NEE Position: Q3 2026 in Review

Investors Research Corp held its NextEra Energy (NEE) position steady in Q3 2026 at 311 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Investors Research Corp first reported a position in NEE in Q3 2019 and has held it in 27 quarters since. The position peaked at $28.9K in Q1 2026. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Investors Research Corp held 311 shares of NextEra Energy worth $23.6K as of Q3 2026.
  • Investors Research Corp left its NextEra Energy share count unchanged in Q3 2026.
  • NextEra Energy made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #452 holding.
  • Investors Research Corp first reported a position in NextEra Energy in Q3 2019 and has held it in 27 quarters since.
  • Investors Research Corp's NextEra Energy position peaked at $28.9K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.