JFA
NEE icon

JNBA Financial Advisors’s NextEra Energy NEE Stock Holding History

JNBA Financial Advisors’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 		$120K Hold
1,363
– – 0.01% 232
2026
Q1 		$127K Buy
1,363
+74
+6% +$6.58K 0.01% 218
2025
Q4 		$103K Buy
1,289
+56
+5% +$4.64K 0.01% 237
2025
Q3 		$93.1K Sell
1,233
-80
-6% -$5.84K 0.01% 236
2025
Q2 		$91.1K Hold
1,313
– – 0.01% 231
2025
Q1 		$93.1K Hold
1,313
– – 0.01% 221
2024
Q4 		$94.1K Buy
1,313
+80
+6% +$6.21K 0.01% 224
2024
Q3 		$104K Sell
1,233
-44
-3% -$3.43K 0.01% 218
2024
Q2 		$90.4K Hold
1,277
– – 0.01% 235
2024
Q1 		$81.6K Hold
1,277
– – 0.01% 252
2023
Q4 		$77.6K Sell
1,277
-25
-2% -$1.43K 0.01% 251
2023
Q3 		$74.6K Buy
1,302
+25
+2% +$1.73K 0.01% 246
2023
Q2 		$94.8K Sell
1,277
-124
-9% -$9.39K 0.01% 232
2023
Q1 		$108K Buy
1,401
+297
+27% +$22.8K 0.01% 225
2022
Q4 		$92.3K Sell
1,104
-35
-3% -$2.83K 0.01% 233
2022
Q3 		$89K Sell
1,139
-207
-15% -$17.6K 0.01% 231
2022
Q2 		$104K Buy
1,346
+96
+8% +$7.31K 0.02% 218
2022
Q1 		$106K Sell
1,250
-250
-17% -$20K 0.01% 224
2021
Q4 		$140K Buy
1,500
+200
+15% +$17.3K 0.02% 212
2021
Q3 		$102K Sell
1,300
-675
-34% -$54.4K 0.01% 224
2021
Q2 		$145K Hold
1,975
– – 0.02% 208
2021
Q1 		$149K Buy
1,975
+888
+82% +$69.3K 0.02% 202
2020
Q4 		$84K Sell
1,087
-405
-27% -$30.3K 0.01% 221
2020
Q3 		$104K Buy
1,492
+36
+2% +$2.48K 0.02% 193
2020
Q2 		$87K Hold
1,456
– – 0.02% 195
2020
Q1 		$88K Hold
1,456
– – 0.02% 183
2019
Q4 		$88K Hold
1,456
– – 0.02% 192
2019
Q3 		$85K Hold
1,456
– – 0.02% 182
2019
Q2 		$75K Hold
1,456
– – 0.02% 198
2019
Q1 		$70K Hold
1,456
– – 0.02% 195
2018
Q4 		$63K Sell
1,456
-456
-24% -$19.9K 0.01% 183
2018
Q3 		$80K Buy
1,912
+456
+31% +$19.4K 0.04% 194
2018
Q2 		$61K Hold
1,456
– – 0.01% 206
2018
Q1 		$59K Hold
1,456
– – 0.01% 207
2017
Q4 		$57K Sell
1,456
-300
-17% -$11.6K 0.01% 212
2017
Q3 		$64K Buy
1,756
+300
+21% +$11K 0.01% 190
2017
Q2 		$51K Hold
1,456
– – 0.01% 205
2017
Q1 		$47K Hold
1,456
– – 0.01% 207
2016
Q4 		$44K Sell
1,456
-20,200
-93% -$604K 0.01% 220
2016
Q3 		$662K Buy
21,656
+20,564
+1,883% +$648K 0.1% 73
2016
Q2 		$36K Sell
1,092
-252
-19% -$7.57K 0.01% 232
2016
Q1 		$40K Buy
1,344
+252
+23% +$7.07K 0.01% 217
2015
Q4 		$28K Hold
1,092
– – 0.01% 248
2015
Q3 		$27K Hold
1,092
– – 0.01% 248
2015
Q2 		$27K Hold
1,092
– – 0.01% 246
2015
Q1 		$28K Hold
1,092
– – 0.01% 245
2014
Q4 		$29K Hold
1,092
– – 0.01% 247
2014
Q3 		$26K Hold
1,092
– – 0.01% 259
2014
Q2 		$28K Hold
1,092
– – 0.01% 230
2014
Q1 		$26K Hold
1,092
– – 0.01% 220
2013
Q4 		$23K Hold
1,092
– – 0.01% 233
2013
Q3 		$22K Hold
1,092
– – 0.01% 227
2013
Q2 		$22K Buy
+1,092
New +$21.7K 0.02% 203

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

JNBA Financial Advisors's NEE Position: Q2 2026 in Review

JNBA Financial Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 1,363 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #232.

JNBA Financial Advisors first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $662K in Q3 2016. 1,082 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • JNBA Financial Advisors held 1,363 shares of NextEra Energy worth $120K as of Q2 2026.
  • JNBA Financial Advisors left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #232 holding.
  • JNBA Financial Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's NextEra Energy position peaked at $662K in Q3 2016.
  • 1,082 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.