James Investment Research’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 | $1.6M | Sell |
18,202
-118
| -0.6% | -$10.7K | 0.16% | 130 |
|
|
2026
Q1 | $1.7M | Sell |
18,320
-324
| -2% | -$28.8K | 0.19% | 119 |
|
|
2025
Q4 | $1.5M | Sell |
18,644
-307
| -2% | -$25.4K | 0.16% | 117 |
|
|
2025
Q3 | $1.43M | Sell |
18,951
-541
| -3% | -$39.5K | 0.16% | 128 |
|
|
2025
Q2 | $1.35M | Sell |
19,492
-15,251
| -44% | -$1.06M | 0.16% | 129 |
|
|
2025
Q1 | $2.46M | Sell |
34,743
-12,342
| -26% | -$871K | 0.31% | 83 |
|
|
2024
Q4 | $3.38M | Sell |
47,085
-487
| -1% | -$37.8K | 0.4% | 71 |
|
|
2024
Q3 | $4.02M | Sell |
47,572
-762
| -2% | -$59.5K | 0.46% | 61 |
|
|
2024
Q2 | $3.42M | Sell |
48,334
-203
| -0.4% | -$14.4K | 0.41% | 71 |
|
|
2024
Q1 | $3.1M | Buy |
48,537
+219
| +0.5% | +$12.8K | 0.37% | 84 |
|
|
2023
Q4 | $2.93M | Sell |
48,318
-5,023
| -9% | -$286K | 0.37% | 81 |
|
|
2023
Q3 | $3.06M | Sell |
53,341
-937
| -2% | -$64.9K | 0.4% | 76 |
|
|
2023
Q2 | $4.03M | Sell |
54,278
-4,720
| -8% | -$357K | 0.51% | 64 |
|
|
2023
Q1 | $4.55M | Sell |
58,998
-16,561
| -22% | -$1.27M | 0.6% | 53 |
|
|
2022
Q4 | $6.32M | Sell |
75,559
-2,770
| -4% | -$224K | 0.88% | 33 |
|
|
2022
Q3 | $6.14M | Buy |
78,329
+10,136
| +15% | +$860K | 0.88% | 31 |
|
|
2022
Q2 | $5.28M | Sell |
68,193
-3,431
| -5% | -$261K | 0.71% | 42 |
|
|
2022
Q1 | $6.07M | Sell |
71,624
-6,502
| -8% | -$521K | 0.64% | 49 |
|
|
2021
Q4 | $7.29M | Buy |
78,126
+3,577
| +5% | +$309K | 0.67% | 48 |
|
|
2021
Q3 | $5.85M | Buy |
74,549
+2,866
| +4% | +$231K | 0.54% | 59 |
|
|
2021
Q2 | $5.25M | Buy |
71,683
+3,479
| +5% | +$261K | 0.45% | 70 |
|
|
2021
Q1 | $5.16M | Buy |
68,204
+14,488
| +27% | +$1.13M | 0.47% | 72 |
|
|
2020
Q4 | $4.14M | Buy |
53,716
+52,808
| +5,816% | +$3.95M | 0.37% | 84 |
|
|
2020
Q3 | $63K | Buy |
908
+788
| +657% | +$54.4K | 0.01% | 312 |
|
|
2020
Q2 | $7K | Hold |
120
| – | – | ﹤0.01% | 414 |
|
|
2020
Q1 | $7K | Hold |
120
| – | – | ﹤0.01% | 397 |
|
|
2019
Q4 | $7K | Hold |
120
| – | – | ﹤0.01% | 464 |
|
|
2019
Q3 | $7K | Hold |
120
| – | – | ﹤0.01% | 515 |
|
|
2019
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 614 |
|
|
2019
Q1 | $6K | Sell |
120
-600
| -83% | -$27.4K | ﹤0.01% | 768 |
|
|
2018
Q4 | $31K | Sell |
720
-140
| -16% | -$6.12K | ﹤0.01% | 673 |
|
|
2018
Q3 | $36K | Hold |
860
| – | – | ﹤0.01% | 710 |
|
|
2018
Q2 | $36K | Sell |
860
-300
| -26% | -$12.1K | ﹤0.01% | 706 |
|
|
2018
Q1 | $47K | Hold |
1,160
| – | – | ﹤0.01% | 673 |
|
|
2017
Q4 | $45K | Sell |
1,160
-1,040
| -47% | -$40.2K | ﹤0.01% | 662 |
|
|
2017
Q3 | $81K | Hold |
2,200
| – | – | ﹤0.01% | 592 |
|
|
2017
Q2 | $77K | Hold |
2,200
| – | – | ﹤0.01% | 567 |
|
|
2017
Q1 | $71K | Sell |
2,200
-2,092
| -49% | -$65.8K | ﹤0.01% | 508 |
|
|
2016
Q4 | $128K | Hold |
4,292
| – | – | ﹤0.01% | 346 |
|
|
2016
Q3 | $131K | Buy |
4,292
+1,376
| +47% | +$43.4K | ﹤0.01% | 345 |
|
|
2016
Q2 | $95K | Buy |
2,916
+76
| +3% | +$2.28K | ﹤0.01% | 328 |
|
|
2016
Q1 | $84K | Hold |
2,840
| – | – | ﹤0.01% | 316 |
|
|
2015
Q4 | $74K | Hold |
2,840
| – | – | ﹤0.01% | 329 |
|
|
2015
Q3 | $69K | Sell |
2,840
-600
| -17% | -$15.3K | ﹤0.01% | 325 |
|
|
2015
Q2 | $84K | Sell |
3,440
-400
| -10% | -$10.2K | ﹤0.01% | 335 |
|
|
2015
Q1 | $100K | Sell |
3,840
-640
| -14% | -$16.9K | ﹤0.01% | 347 |
|
|
2014
Q4 | $119K | Sell |
4,480
-1,200
| -21% | -$30.3K | ﹤0.01% | 336 |
|
|
2014
Q3 | $133K | Sell |
5,680
-400
| -7% | -$9.66K | ﹤0.01% | 338 |
|
|
2014
Q2 | $156K | Hold |
6,080
| – | – | 0.01% | 326 |
|
|
2014
Q1 | $145K | Sell |
6,080
-960
| -14% | -$21.8K | ﹤0.01% | 337 |
|
|
2013
Q4 | $151K | Buy |
7,040
+6,000
| +577% | +$126K | ﹤0.01% | 323 |
|
|
2013
Q3 | $21K | Hold |
1,040
| – | – | ﹤0.01% | 424 |
|
|
2013
Q2 | $21K | Buy |
+1,040
| New | +$20.6K | ﹤0.01% | 413 |
|
Other funds holding NEE
James Investment Research's NEE Position: Q2 2026 in Review
James Investment Research reduced its NextEra Energy (NEE) stake by 0.64% in Q2 2026, selling an estimated $10.7K and leaving 18,202 shares worth $1.6M. The position accounts for 0.16% of the portfolio, ranked #130.
James Investment Research first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.29M in Q4 2021. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- James Investment Research held 18,202 shares of NextEra Energy worth $1.6M as of Q2 2026.
- James Investment Research sold 118 NextEra Energy shares in Q2 2026, an estimated $10.7K.
- NextEra Energy made up 0.16% of James Investment Research's portfolio in Q2 2026, its #130 holding.
- James Investment Research first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
- James Investment Research's NextEra Energy position peaked at $7.29M in Q4 2021.
- 3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.