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Lee, Danner & Bass’s NextEra Energy NEE Stock Holding History

Lee, Danner & Bass’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 		$753K Buy
8,580
+15
+0.2% +$1.36K 0.04% 172
2026
Q1 		$796K Sell
8,565
-1,050
-11% -$93.3K 0.05% 162
2025
Q4 		$772K Hold
9,615
– – 0.06% 149
2025
Q3 		$726K Hold
9,615
– – 0.05% 151
2025
Q2 		$667K Sell
9,615
-400
-4% -$27.8K 0.05% 154
2025
Q1 		$710K Hold
10,015
– – 0.06% 151
2024
Q4 		$718K Sell
10,015
-110
-1% -$8.54K 0.06% 153
2024
Q3 		$856K Hold
10,125
– – 0.06% 145
2024
Q2 		$717K Buy
+10,125
New +$718K 0.06% 150
2023
Q4 		$624K Buy
10,270
+645
+7% +$36.8K 0.05% 151
2023
Q3 		$551K Buy
9,625
+500
+5% +$34.6K 0.05% 153
2023
Q2 		$677K Buy
9,125
+21
+0.2% +$1.59K 0.06% 148
2023
Q1 		$702K Hold
9,104
– – 0.06% 145
2022
Q4 		$761K Sell
9,104
-145
-2% -$11.7K 0.07% 141
2022
Q3 		$725K Hold
9,249
– – 0.08% 137
2022
Q2 		$716K Buy
9,249
+1,128
+14% +$85.9K 0.07% 136
2022
Q1 		$688K Hold
8,121
– – 0.06% 141
2021
Q4 		$758K Sell
8,121
-55
-0.7% -$4.75K 0.06% 138
2021
Q3 		$642K Sell
8,176
-220
-3% -$17.7K 0.06% 141
2021
Q2 		$615K Hold
8,396
– – 0.06% 145
2021
Q1 		$635K Hold
8,396
– – 0.06% 139
2020
Q4 		$648K Hold
8,396
– – 0.07% 131
2020
Q3 		$583K Hold
8,396
– – 0.07% 128
2020
Q2 		$504K Sell
8,396
-1,204
-13% -$72.1K 0.06% 132
2020
Q1 		$577K Hold
9,600
– – 0.08% 124
2019
Q4 		$581K Sell
9,600
-568
-6% -$33.2K 0.06% 140
2019
Q3 		$592K Sell
10,168
-680
-6% -$36.8K 0.06% 140
2019
Q2 		$556K Buy
10,848
+2,600
+32% +$128K 0.06% 140
2019
Q1 		$399K Hold
8,248
– – 0.04% 147
2018
Q4 		$358K Buy
8,248
+172
+2% +$7.52K 0.04% 146
2018
Q3 		$338K Buy
8,076
+284
+4% +$12.1K 0.03% 155
2018
Q2 		$325K Hold
7,792
– – 0.03% 152
2018
Q1 		$318K Sell
7,792
-1,000
-11% -$38.6K 0.03% 153
2017
Q4 		$343K Sell
8,792
-32
-0.4% -$1.24K 0.03% 150
2017
Q3 		$323K Sell
8,824
-2,020
-19% -$74K 0.03% 147
2017
Q2 		$380K Buy
10,844
+712
+7% +$24.3K 0.04% 141
2017
Q1 		$325K Sell
10,132
-680
-6% -$21.4K 0.04% 143
2016
Q4 		$323K Sell
10,812
-400
-4% -$12K 0.04% 141
2016
Q3 		$343K Sell
11,212
-800
-7% -$25.2K 0.04% 137
2016
Q2 		$392K Buy
12,012
+1,632
+16% +$49K 0.05% 131
2016
Q1 		$300K Buy
+10,380
New +$291K 0.04% 139

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lee, Danner & Bass's NEE Position: Q2 2026 in Review

Lee, Danner & Bass increased its NextEra Energy (NEE) stake by 0.18% in Q2 2026, buying an estimated $1.36K and bringing the position to 8,580 shares worth $753K. The position accounts for 0.04% of the portfolio, ranked #172.

Lee, Danner & Bass first reported a position in NEE in Q1 2016 and has held it in 41 quarters since. The position peaked at $856K in Q3 2024. 1,244 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Lee, Danner & Bass held 8,580 shares of NextEra Energy worth $753K as of Q2 2026.
  • Lee, Danner & Bass bought 15 NextEra Energy shares in Q2 2026, an estimated $1.36K.
  • NextEra Energy made up 0.04% of Lee, Danner & Bass's portfolio in Q2 2026, its #172 holding.
  • Lee, Danner & Bass first reported a position in NextEra Energy in Q1 2016 and has held it in 41 quarters since.
  • Lee, Danner & Bass's NextEra Energy position peaked at $856K in Q3 2024.
  • 1,244 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.