Lantz Financial’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 | $1.29M | Sell |
14,724
-325
| -2% | -$29.4K | 0.24% | 103 |
|
|
2026
Q1 | $1.4M | Buy |
15,049
+846
| +6% | +$75.2K | 0.29% | 93 |
|
|
2025
Q4 | $1.14M | Buy |
14,203
+230
| +2% | +$19.1K | 0.24% | 106 |
|
|
2025
Q3 | $1.05M | Buy |
13,973
+295
| +2% | +$21.6K | 0.23% | 111 |
|
|
2025
Q2 | $950K | Sell |
13,678
-4
| -0% | -$278 | 0.24% | 102 |
|
|
2025
Q1 | $970K | Buy |
13,682
+126
| +0.9% | +$8.89K | 0.27% | 96 |
|
|
2024
Q4 | $972K | Sell |
13,556
-41
| -0.3% | -$3.19K | 0.26% | 91 |
|
|
2024
Q3 | $1.15M | Buy |
13,597
+550
| +4% | +$42.9K | 0.31% | 85 |
|
|
2024
Q2 | $924K | Buy |
13,047
+1,795
| +16% | +$127K | 0.29% | 90 |
|
|
2024
Q1 | $719K | Buy |
11,252
+1,137
| +11% | +$66.6K | 0.23% | 99 |
|
|
2023
Q4 | $614K | Buy |
10,115
+1,063
| +12% | +$60.6K | 0.22% | 96 |
|
|
2023
Q3 | $519K | Buy |
9,052
+425
| +5% | +$29.4K | 0.21% | 104 |
|
|
2023
Q2 | $640K | Buy |
8,627
+569
| +7% | +$43.1K | 0.25% | 93 |
|
|
2023
Q1 | $621K | Hold |
8,058
| – | – | 0.26% | 91 |
|
|
2022
Q4 | $674K | Buy |
8,058
+1,135
| +16% | +$91.7K | 0.31% | 83 |
|
|
2022
Q3 | $543K | Sell |
6,923
-95
| -1% | -$8.06K | 0.28% | 85 |
|
|
2022
Q2 | $544K | Hold |
7,018
| – | – | 0.25% | 93 |
|
|
2022
Q1 | $594K | Hold |
7,018
| – | – | 0.24% | 94 |
|
|
2021
Q4 | $655K | Buy |
7,018
+29
| +0.4% | +$2.51K | 0.3% | 84 |
|
|
2021
Q3 | $549K | Sell |
6,989
-85
| -1% | -$6.86K | 0.28% | 85 |
|
|
2021
Q2 | $518K | Buy |
7,074
+144
| +2% | +$10.8K | 0.27% | 90 |
|
|
2021
Q1 | $524K | Buy |
6,930
+20
| +0.3% | +$1.56K | 0.3% | 76 |
|
|
2020
Q4 | $533K | Buy |
6,910
+338
| +5% | +$25.3K | 0.33% | 72 |
|
|
2020
Q3 | $456K | Buy |
6,572
+624
| +10% | +$43.1K | 0.31% | 75 |
|
|
2020
Q2 | $357K | Buy |
5,948
+4
| +0.1% | +$239 | 0.26% | 82 |
|
|
2020
Q1 | $358K | Sell |
5,944
-640
| -10% | -$40.2K | 0.28% | 80 |
|
|
2019
Q4 | $399K | Hold |
6,584
| – | – | 0.24% | 92 |
|
|
2019
Q3 | $377K | Buy |
6,584
+40
| +0.6% | +$2.17K | 0.25% | 94 |
|
|
2019
Q2 | $340K | Hold |
6,544
| – | – | 0.23% | 95 |
|
|
2019
Q1 | $316K | Buy |
+6,544
| New | +$299K | 0.23% | 89 |
|
Other funds holding NEE
Lantz Financial's NEE Position: Q2 2026 in Review
Lantz Financial reduced its NextEra Energy (NEE) stake by 2.2% in Q2 2026, selling an estimated $29.4K and leaving 14,724 shares worth $1.29M. The position accounts for 0.24% of the portfolio, ranked #103.
Lantz Financial first reported a position in NEE in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.4M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Lantz Financial held 14,724 shares of NextEra Energy worth $1.29M as of Q2 2026.
- Lantz Financial sold 325 NextEra Energy shares in Q2 2026, an estimated $29.4K.
- NextEra Energy made up 0.24% of Lantz Financial's portfolio in Q2 2026, its #103 holding.
- Lantz Financial first reported a position in NextEra Energy in Q1 2019 and has held it in 30 quarters since.
- Lantz Financial's NextEra Energy position peaked at $1.4M in Q1 2026.
- 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.