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LM Advisors’s NextEra Energy NEE Stock Holding History

LM 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 		$1.37M Buy
15,589
+14,135
+972% +$1.28M 0.16% 89
2026
Q1 		$15.7K Buy
1,454
+197
+16% +$17.5K 0.25% 75
2025
Q4 		$15.7K Sell
1,257
-14,371
-92% -$1.19M 0.28% 72
2025
Q3 		$1.18M Hold
15,628
– – 0.17% 84
2025
Q2 		$1.08M Buy
15,628
+1,910
+14% +$133K 0.14% 78
2025
Q1 		$972K Buy
13,718
+40
+0.3% +$2.82K 0.18% 90
2024
Q4 		$981K Sell
13,678
-2,950
-18% -$229K 0.18% 87
2024
Q3 		$1.41M Sell
16,628
-3,800
-19% -$297K 0.29% 62
2024
Q2 		$1.45M Buy
20,428
+2,988
+17% +$212K 0.26% 66
2024
Q1 		$1.11M Buy
17,440
+15,200
+679% +$890K 0.18% 88
2023
Q4 		$136K Buy
+2,240
New +$128K 0.03% 224

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LM Advisors's NEE Position: Q2 2026 in Review

LM Advisors increased its NextEra Energy (NEE) stake by 972% in Q2 2026, buying an estimated $1.28M and bringing the position to 15,589 shares worth $1.37M. The position accounts for 0.16% of the portfolio, ranked #89.

LM Advisors first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.45M in Q2 2024. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • LM Advisors held 15,589 shares of NextEra Energy worth $1.37M as of Q2 2026.
  • LM Advisors bought 14,135 NextEra Energy shares in Q2 2026, an estimated $1.28M.
  • NextEra Energy made up 0.16% of LM Advisors's portfolio in Q2 2026, its #89 holding.
  • LM Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's NextEra Energy position peaked at $1.45M in Q2 2024.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.