Leavell Investment Management’s NextEra Energy NEE Stock Holding History

Leavell Investment Management’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 Q1	$1.8M	Buy	19,329 +89	+0.5%	+$7.91K	0.07%	236
2025 Q4	$1.54M	Sell	19,240 -357	-2%	-$29.6K	0.06%	247
2025 Q3	$1.48M	Sell	19,597 -179	-0.9%	-$13.1K	0.06%	255
2025 Q2	$1.37M	Buy	19,776 +706	+4%	+$49K	0.06%	259
2025 Q1	$1.35M	Buy	19,070 +1,790	+10%	+$126K	0.07%	252
2024 Q4	$1.24M	Buy	17,280 +1,102	+7%	+$85.6K	0.06%	254
2024 Q3	$1.37M	Buy	16,178 +220	+1%	+$17.2K	0.07%	251
2024 Q2	$1.13M	Sell	15,958 -1,615	-9%	-$115K	0.06%	258
2024 Q1	$1.12M	Hold	17,573	–	–	0.06%	251
2023 Q4	$1.07M	Hold	17,573	–	–	0.07%	251
2023 Q3	$1.01M	Buy	17,573 +28	+0.2%	+$1.94K	0.07%	245
2023 Q2	$1.3M	Sell	17,545 -205	-1%	-$15.5K	0.09%	211
2023 Q1	$1.37M	Sell	17,750 -1,865	-10%	-$143K	0.1%	197
2022 Q4	$1.64M	Sell	19,615 -678	-3%	-$54.8K	0.12%	177
2022 Q3	$1.59M	Buy	20,293 +1,285	+7%	+$109K	0.13%	161
2022 Q2	$1.47M	Sell	19,008 -351	-2%	-$26.7K	0.11%	177
2022 Q1	$1.64M	Sell	19,359 -160	-0.8%	-$12.8K	0.11%	170
2021 Q4	$1.82M	Sell	19,519 -367	-2%	-$31.7K	0.12%	165
2021 Q3	$1.56M	Sell	19,886 -705	-3%	-$56.9K	0.12%	168
2021 Q2	$1.56M	Hold	20,591	–	–	0.13%	161
2021 Q1	$1.56M	Sell	20,591 -625	-3%	-$48.8K	0.13%	161
2020 Q4	$1.64M	Hold	21,216	–	–	0.14%	147
2020 Q3	$1.47M	Hold	21,216	–	–	0.13%	148
2020 Q2	$1.27M	Sell	21,216 -512	-2%	-$30.6K	0.12%	151
2020 Q1	$1.31M	Buy	21,728 +448	+2%	+$28.2K	0.15%	134
2019 Q4	$1.29M	Buy	21,280 +1,380	+7%	+$80.6K	0.12%	160
2019 Q3	$1.16M	Buy	19,900 +128	+0.6%	+$6.93K	0.12%	166
2019 Q2	$1.01M	Hold	19,772	–	–	0.11%	181
2019 Q1	$956K	Sell	19,772 -1,232	-6%	-$56.3K	0.11%	184
2018 Q4	$913K	Sell	21,004 -1,152	-5%	-$50.4K	0.11%	179
2018 Q3	$928K	Sell	22,156 -1,908	-8%	-$81.2K	0.1%	188
2018 Q2	$1M	Hold	24,064	–	–	0.11%	179
2018 Q1	$983K	Hold	24,064	–	–	0.11%	180
2017 Q4	$940K	Sell	24,064 -400	-2%	-$15.4K	0.11%	181
2017 Q3	$896K	Hold	24,464	–	–	0.11%	182
2017 Q2	$857K	Hold	24,464	–	–	0.11%	182
2017 Q1	$785K	Buy	24,464 +72	+0.3%	+$2.26K	0.1%	179
2016 Q4	$728K	Hold	24,392	–	–	0.1%	185
2016 Q3	$746K	Sell	24,392 -2,988	-11%	-$94.1K	0.11%	184
2016 Q2	$893K	Sell	27,380 -1,320	-5%	-$39.6K	0.13%	173
2016 Q1	$849K	Hold	28,700	–	–	0.13%	172
2015 Q4	$745K	Sell	28,700 -108	-0.4%	-$2.73K	0.11%	177
2015 Q3	$703K	Buy	28,808 +68	+0.2%	+$1.73K	0.11%	180
2015 Q2	$704K	Hold	28,740	–	–	0.11%	195
2015 Q1	$748K	Hold	28,740	–	–	0.11%	194
2014 Q4	$764K	Buy	28,740 +1,820	+7%	+$46K	0.12%	190
2014 Q3	$632K	Hold	26,920	–	–	0.1%	206
2014 Q2	$690K	Hold	26,920	–	–	0.11%	194
2014 Q1	$644K	Buy	26,920 +296	+1%	+$6.71K	0.11%	192
2013 Q4	$570K	Sell	26,624 -400	-1%	-$8.43K	0.1%	203
2013 Q3	$542K	Hold	27,024	–	–	0.1%	202
2013 Q2	$550K	Buy	+27,024	New	+$536K	0.1%	197

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Leavell Investment Management's NEE Position: Q1 2026 in Review

Leavell Investment Management increased its NextEra Energy (NEE) stake by 0.46% in Q1 2026, buying an estimated $7.91K and bringing the position to 19,329 shares worth $1.8M. The position accounts for 0.07% of the portfolio, ranked #236.

Leavell Investment Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.82M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Leavell Investment Management held 19,329 shares of NextEra Energy worth $1.8M as of Q1 2026.
Leavell Investment Management bought 89 NextEra Energy shares in Q1 2026, an estimated $7.91K.
NextEra Energy made up 0.07% of Leavell Investment Management's portfolio in Q1 2026, its #236 holding.
Leavell Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Leavell Investment Management's NextEra Energy position peaked at $1.82M in Q4 2021.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.