Lido Advisors’s NextEra Energy NEE Stock Holding History

Lido 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	$2.83M	Buy	32,200 +5,400	+20%	+$488K	0.01%	682
2026 Q1	$2.49M	Sell	26,800 -3,200	-11%	-$284K	0.01%	652
2025 Q4	$2.41M	Hold	30,000	–	–	0.01%	668
2025 Q3	$2.26M	Buy	+30,000	New	+$2.19M	0.01%	655
2025 Q2	–	Sell	-17,000	Closed	-$1.21M	–	1720
2025 Q1	$1.21M	Hold	17,000	–	–	0.01%	696
2024 Q4	$1.22M	Hold	17,000	–	–	0.01%	687
2024 Q3	$1.44M	Buy	17,000 +13,100	+336%	+$1.02M	0.01%	576
2024 Q2	$276K	Buy	3,900 +1,800	+86%	+$128K	﹤0.01%	1164
2024 Q1	$134K	Hold	2,100	–	–	﹤0.01%	1307
2023 Q4	$128K	Hold	2,100	–	–	﹤0.01%	1277
2023 Q3	$120K	Hold	2,100	–	–	﹤0.01%	1132
2023 Q2	$156K	Hold	2,100	–	–	﹤0.01%	1125
2023 Q1	$162K	Hold	2,100	–	–	﹤0.01%	1033
2022 Q4	$176K	Buy	+2,100	New	+$170K	﹤0.01%	913
2022 Q1	–	Sell	-4,200	Closed	-$392K	–	1065
2021 Q4	$392K	Hold	4,200	–	–	﹤0.01%	700
2021 Q3	$329K	Hold	4,200	–	–	﹤0.01%	726
2021 Q2	$307K	Hold	4,200	–	–	﹤0.01%	711
2021 Q1	$317K	Buy	+4,200	New	+$328K	0.01%	642

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors's NEE Position: Q2 2026 in Review

Lido Advisors reduced its NextEra Energy (NEE) stake by 0.21% in Q2 2026, selling an estimated $63.3K and leaving 330,323 shares worth $29M. The position accounts for 0.08% of the portfolio, ranked #167.

Lido Advisors first reported a position in NEE in Q2 2016 and has held it in 41 quarters since. The position peaked at $30.7M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Lido Advisors held 330,323 shares of NextEra Energy worth $29M as of Q2 2026.
Lido Advisors sold 700 NextEra Energy shares in Q2 2026, an estimated $63.3K.
NextEra Energy made up 0.08% of Lido Advisors's portfolio in Q2 2026, its #167 holding.
Lido Advisors first reported a position in NextEra Energy in Q2 2016 and has held it in 41 quarters since.
Lido Advisors's NextEra Energy position peaked at $30.7M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.