J.W. Burns & Co’s NextEra Energy NEE Stock Holding History

J.W. Burns & Co’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	$1.12M	Sell	12,802 -143	-1%	-$12.9K	0.12%	96
2026 Q1	$1.2M	Sell	12,945 -25	-0.2%	-$2.22K	0.14%	94
2025 Q4	$1.04M	Buy	12,970 +13	+0.1%	+$1.08K	0.12%	96
2025 Q3	$978K	Sell	12,957 -625	-5%	-$45.7K	0.11%	106
2025 Q2	$943K	Sell	13,582 -2,715	-17%	-$189K	0.11%	103
2025 Q1	$1.16M	Sell	16,297 -3,958	-20%	-$279K	0.15%	92
2024 Q4	$1.45M	Buy	20,255 +561	+3%	+$43.6K	0.19%	83
2024 Q3	$1.66M	Buy	19,694 +50	+0.3%	+$3.9K	0.22%	76
2024 Q2	$1.39M	Sell	19,644 -1,319	-6%	-$93.6K	0.19%	81
2024 Q1	$1.34M	Sell	20,963 -274	-1%	-$16.1K	0.19%	85
2023 Q4	$1.29M	Sell	21,237 -552	-3%	-$31.5K	0.19%	85
2023 Q3	$1.25M	Sell	21,789 -50	-0.2%	-$3.46K	0.2%	82
2023 Q2	$1.62M	Sell	21,839 -873	-4%	-$66.1K	0.26%	70
2023 Q1	$1.75M	Sell	22,712 -94	-0.4%	-$7.23K	0.3%	64
2022 Q4	$1.91M	Sell	22,806 -168	-0.7%	-$13.6K	0.35%	58
2022 Q3	$1.8M	Sell	22,974 -15	-0.1%	-$1.27K	0.35%	60
2022 Q2	$1.78M	Buy	22,989 +1,151	+5%	+$87.6K	0.34%	62
2022 Q1	$1.85M	Sell	21,838 -989	-4%	-$79.3K	0.29%	62
2021 Q4	$2.13M	Buy	22,827 +526	+2%	+$45.5K	0.31%	65
2021 Q3	$1.75M	Buy	22,301 +3,423	+18%	+$276K	0.27%	69
2021 Q2	$1.38M	Buy	18,878 +1,789	+10%	+$134K	0.22%	84
2021 Q1	$1.29M	Buy	17,089 +333	+2%	+$26K	0.22%	80
2020 Q4	$1.29M	Buy	16,756 +48	+0.3%	+$3.59K	0.23%	80
2020 Q3	$1.16M	Buy	16,708 +2,020	+14%	+$139K	0.23%	78
2020 Q2	$882K	Buy	14,688 +300	+2%	+$18K	0.2%	83
2020 Q1	$865K	Buy	14,388 +940	+7%	+$59.1K	0.23%	82
2019 Q4	$814K	Buy	13,448 +3,800	+39%	+$222K	0.17%	100
2019 Q3	$562K	Buy	9,648 +2,032	+27%	+$110K	0.13%	110
2019 Q2	$390K	Sell	7,616 -100	-1%	-$4.92K	0.09%	128
2019 Q1	$373K	Hold	7,716	–	–	0.09%	125
2018 Q4	$335K	Sell	7,716 -100	-1%	-$4.37K	0.09%	127
2018 Q3	$327K	Buy	7,816 +1,200	+18%	+$51.1K	0.08%	138
2018 Q2	$276K	Hold	6,616	–	–	0.07%	143
2018 Q1	$270K	Hold	6,616	–	–	0.07%	144
2017 Q4	$258K	Buy	6,616 +800	+14%	+$30.9K	0.07%	141
2017 Q3	$213K	Hold	5,816	–	–	0.06%	150
2017 Q2	$204K	Buy	+5,816	New	+$199K	0.06%	154

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

J.W. Burns & Co's NEE Position: Q2 2026 in Review

J.W. Burns & Co reduced its NextEra Energy (NEE) stake by 1.1% in Q2 2026, selling an estimated $12.9K and leaving 12,802 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #96.

J.W. Burns & Co first reported a position in NEE in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.13M in Q4 2021. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

J.W. Burns & Co held 12,802 shares of NextEra Energy worth $1.12M as of Q2 2026.
J.W. Burns & Co sold 143 NextEra Energy shares in Q2 2026, an estimated $12.9K.
NextEra Energy made up 0.12% of J.W. Burns & Co's portfolio in Q2 2026, its #96 holding.
J.W. Burns & Co first reported a position in NextEra Energy in Q2 2017 and has held it in 37 quarters since.
J.W. Burns & Co's NextEra Energy position peaked at $2.13M in Q4 2021.
560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.