L. Roy Papp & Associates’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
$479K Sell
5,457
-89
-2% -$8.05K 0.05% 137
2026
Q1
$515K Buy
5,546
+950
+21% +$84.5K 0.06% 125
2025
Q4
$369K Buy
4,596
+924
+25% +$76.5K 0.04% 145
2025
Q3
$277K Buy
+3,672
New +$268K 0.03% 163
2025
Q1
Sell
-3,221
Closed -$231K 178
2024
Q4
$231K Hold
3,221
0.03% 170
2024
Q3
$272K Sell
3,221
-510
-14% -$39.8K 0.03% 152
2024
Q2
$264K Sell
3,731
-450
-11% -$31.9K 0.03% 154
2024
Q1
$267K Sell
4,181
-3,600
-46% -$211K 0.03% 152
2023
Q4
$473K Sell
7,781
-300
-4% -$17.1K 0.06% 121
2023
Q3
$463K Sell
8,081
-3,775
-32% -$261K 0.06% 119
2023
Q2
$880K Hold
11,856
0.11% 102
2023
Q1
$914K Sell
11,856
-380
-3% -$29.2K 0.12% 101
2022
Q4
$1.02M Sell
12,236
-500
-4% -$40.4K 0.14% 92
2022
Q3
$999K Sell
12,736
-200
-2% -$17K 0.15% 88
2022
Q2
$1M Buy
12,936
+250
+2% +$19K 0.15% 94
2022
Q1
$1.07M Buy
12,686
+1,072
+9% +$85.9K 0.13% 98
2021
Q4
$1.08M Sell
11,614
-46
-0.4% -$3.98K 0.12% 96
2021
Q3
$916K Buy
11,660
+580
+5% +$46.8K 0.12% 103
2021
Q2
$812K Buy
11,080
+5,250
+90% +$394K 0.1% 107
2021
Q1
$441K Buy
+5,830
New +$455K 0.06% 129
2020
Q1
Sell
-4,056
Closed -$246K 162
2019
Q4
$246K Buy
4,056
+72
+2% +$4.2K 0.04% 158
2019
Q3
$232K Buy
+3,984
New +$216K 0.04% 156

Other funds holding NEE

L. Roy Papp & Associates's NEE Position: Q2 2026 in Review

L. Roy Papp & Associates reduced its NextEra Energy (NEE) stake by 1.6% in Q2 2026, selling an estimated $8.05K and leaving 5,457 shares worth $479K. The position accounts for 0.05% of the portfolio, ranked #137.

L. Roy Papp & Associates first reported a position in NEE in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.08M in Q4 2021. 1,292 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • L. Roy Papp & Associates held 5,457 shares of NextEra Energy worth $479K as of Q2 2026.
  • L. Roy Papp & Associates sold 89 NextEra Energy shares in Q2 2026, an estimated $8.05K.
  • NextEra Energy made up 0.05% of L. Roy Papp & Associates's portfolio in Q2 2026, its #137 holding.
  • L. Roy Papp & Associates first reported a position in NextEra Energy in Q3 2019 and has held it in 22 quarters since.
  • L. Roy Papp & Associates's NextEra Energy position peaked at $1.08M in Q4 2021.
  • 1,292 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.