LPL 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 | $367M | Buy |
4,176,321
+93,105
| +2% | +$8.42M | 0.08% | 237 |
|
|
2026
Q1 | $379M | Buy |
4,083,216
+104,559
| +3% | +$9.3M | 0.1% | 205 |
|
|
2025
Q4 | $319M | Buy |
3,978,657
+175,736
| +5% | +$14.6M | 0.09% | 214 |
|
|
2025
Q3 | $287M | Buy |
3,802,921
+118,545
| +3% | +$8.66M | 0.08% | 221 |
|
|
2025
Q2 | $256M | Buy |
3,684,376
+311,139
| +9% | +$21.6M | 0.09% | 225 |
|
|
2025
Q1 | $239M | Buy |
3,373,237
+278,089
| +9% | +$19.6M | 0.09% | 211 |
|
|
2024
Q4 | $222M | Buy |
3,095,148
+128,677
| +4% | +$10M | 0.09% | 196 |
|
|
2024
Q3 | $251M | Buy |
2,966,471
+143,744
| +5% | +$11.2M | 0.11% | 163 |
|
|
2024
Q2 | $200M | Buy |
2,822,727
+161,075
| +6% | +$11.4M | 0.1% | 176 |
|
|
2024
Q1 | $170M | Buy |
2,661,652
+263,837
| +11% | +$15.5M | 0.09% | 192 |
|
|
2023
Q4 | $146M | Sell |
2,397,815
-37,702
| -2% | -$2.15M | 0.09% | 201 |
|
|
2023
Q3 | $139M | Buy |
2,435,517
+430,299
| +21% | +$29.8M | 0.1% | 185 |
|
|
2023
Q2 | $149M | Buy |
2,005,218
+97,316
| +5% | +$7.37M | 0.11% | 173 |
|
|
2023
Q1 | $147M | Buy |
1,907,902
+38,020
| +2% | +$2.92M | 0.11% | 157 |
|
|
2022
Q4 | $156M | Buy |
1,869,882
+64,278
| +4% | +$5.19M | 0.13% | 147 |
|
|
2022
Q3 | $142M | Buy |
1,805,604
+135,089
| +8% | +$11.5M | 0.14% | 144 |
|
|
2022
Q2 | $129M | Buy |
1,670,515
+240,060
| +17% | +$18.3M | 0.12% | 159 |
|
|
2022
Q1 | $121M | Buy |
1,430,455
+75,300
| +6% | +$6.03M | 0.1% | 182 |
|
|
2021
Q4 | $127M | Buy |
1,355,155
+70,551
| +5% | +$6.1M | 0.11% | 178 |
|
|
2021
Q3 | $101M | Buy |
1,284,604
+75,897
| +6% | +$6.12M | 0.09% | 202 |
|
|
2021
Q2 | $88.6M | Buy |
1,208,707
+86,394
| +8% | +$6.48M | 0.09% | 211 |
|
|
2021
Q1 | $84.9M | Buy |
1,122,313
+103,876
| +10% | +$8.11M | 0.1% | 196 |
|
|
2020
Q4 | $78.6M | Buy |
1,018,437
+176,889
| +21% | +$13.2M | 0.1% | 190 |
|
|
2020
Q3 | $58.4M | Buy |
841,548
+81,424
| +11% | +$5.62M | 0.09% | 205 |
|
|
2020
Q2 | $45.6M | Sell |
760,124
-67,040
| -8% | -$4.01M | 0.08% | 227 |
|
|
2020
Q1 | $49.8M | Buy |
827,164
+7,912
| +1% | +$497K | 0.11% | 169 |
|
|
2019
Q4 | $49.6M | Buy |
819,252
+34,728
| +4% | +$2.03M | 0.09% | 197 |
|
|
2019
Q3 | $45.7M | Buy |
784,524
+76,564
| +11% | +$4.14M | 0.09% | 192 |
|
|
2019
Q2 | $36.3M | Buy |
707,960
+116,940
| +20% | +$5.75M | 0.08% | 222 |
|
|
2019
Q1 | $28.6M | Buy |
591,020
+14,868
| +3% | +$680K | 0.06% | 259 |
|
|
2018
Q4 | $25M | Buy |
576,152
+68,228
| +13% | +$2.98M | 0.07% | 245 |
|
|
2018
Q3 | $21.3M | Buy |
507,924
+37,940
| +8% | +$1.62M | 0.05% | 287 |
|
|
2018
Q2 | $19.6M | Sell |
469,984
-14,044
| -3% | -$567K | 0.05% | 290 |
|
|
2018
Q1 | $19.8M | Buy |
484,028
+115,524
| +31% | +$4.45M | 0.05% | 272 |
|
|
2017
Q4 | $14.4M | Buy |
368,504
+74,220
| +25% | +$2.87M | 0.04% | 325 |
|
|
2017
Q3 | $10.8M | Buy |
294,284
+3,892
| +1% | +$143K | 0.04% | 364 |
|
|
2017
Q2 | $10.2M | Buy |
290,392
+178,944
| +161% | +$6.12M | 0.04% | 357 |
|
|
2017
Q1 | $3.59M | Sell |
111,448
-21,212
| -16% | -$667K | 0.02% | 558 |
|
|
2016
Q4 | $3.94M | Sell |
132,660
-12,128
| -8% | -$362K | 0.03% | 499 |
|
|
2016
Q3 | $4.31M | Sell |
144,788
-9,796
| -6% | -$309K | 0.04% | 431 |
|
|
2016
Q2 | $5.06M | Sell |
154,584
-251,896
| -62% | -$7.56M | 0.04% | 369 |
|
|
2016
Q1 | $11.8M | Sell |
406,480
-3,080
| -0.8% | -$86.5K | 0.03% | 392 |
|
|
2015
Q4 | $10.7M | Buy |
409,560
+80,148
| +24% | +$2.03M | 0.03% | 427 |
|
|
2015
Q3 | $8.29M | Sell |
329,412
-8,352
| -2% | -$212K | 0.05% | 325 |
|
|
2015
Q2 | $8.48M | Sell |
337,764
-3,012
| -0.9% | -$76.6K | 0.04% | 349 |
|
|
2015
Q1 | $8.93M | Sell |
340,776
-25,616
| -7% | -$676K | 0.05% | 331 |
|
|
2014
Q4 | $9.74M | Sell |
366,392
-1,284
| -0.3% | -$32.4K | 0.05% | 295 |
|
|
2014
Q3 | $8.67M | Sell |
367,676
-24,532
| -6% | -$592K | 0.05% | 307 |
|
|
2014
Q2 | $10M | Sell |
392,208
-32,332
| -8% | -$786K | 0.06% | 278 |
|
|
2014
Q1 | $10.1M | Buy |
424,540
+27,788
| +7% | +$630K | 0.06% | 271 |
|
|
2013
Q4 | $8.49M | Sell |
396,752
-980
| -0.2% | -$20.7K | 0.05% | 297 |
|
|
2013
Q3 | $8.06M | Buy |
397,732
+17,736
| +5% | +$366K | 0.05% | 298 |
|
|
2013
Q2 | $7.74M | Buy |
+379,996
| New | +$7.54M | 0.06% | 274 |
|
Other funds holding NEE
LPL Financial's NEE Position: Q2 2026 in Review
LPL Financial increased its NextEra Energy (NEE) stake by 2.3% in Q2 2026, buying an estimated $8.42M and bringing the position to 4,176,321 shares worth $367M. The position accounts for 0.08% of the portfolio, ranked #237.
LPL Financial first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $379M in Q1 2026. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- LPL Financial held 4,176,321 shares of NextEra Energy worth $367M as of Q2 2026.
- LPL Financial bought 93,105 NextEra Energy shares in Q2 2026, an estimated $8.42M.
- NextEra Energy made up 0.08% of LPL Financial's portfolio in Q2 2026, its #237 holding.
- LPL Financial first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
- LPL Financial's NextEra Energy position peaked at $379M in Q1 2026.
- 3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.