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LS Investment Advisors’s NextEra Energy NEE Stock Holding History

LS Investment 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 		$3.74M Sell
42,597
-3,099
-7% -$280K 0.51% 48
2026
Q1 		$4.24M Sell
45,696
-7,301
-14% -$649K 0.64% 42
2025
Q4 		$4.25M Sell
52,997
-1,270
-2% -$105K 0.6% 38
2025
Q3 		$4.1M Sell
54,267
-978
-2% -$71.5K 0.58% 38
2025
Q2 		$3.84M Buy
55,245
+2,092
+4% +$145K 0.56% 41
2025
Q1 		$3.77M Sell
53,153
-1,795
-3% -$127K 0.58% 39
2024
Q4 		$3.94M Buy
54,948
+421
+0.8% +$32.7K 0.58% 39
2024
Q3 		$4.61M Sell
54,527
-2,774
-5% -$216K 0.68% 40
2024
Q2 		$4.06M Buy
57,301
+838
+1% +$59.5K 0.63% 39
2024
Q1 		$3.61M Buy
56,463
+1,897
+3% +$111K 0.57% 42
2023
Q4 		$3.31M Sell
54,566
-18,175
-25% -$1.04M 0.57% 44
2023
Q3 		$4.17M Sell
72,741
-20,013
-22% -$1.39M 0.78% 39
2023
Q2 		$6.88M Buy
92,754
+1,001
+1% +$75.8K 1.21% 33
2023
Q1 		$7.07M Buy
91,753
+81,809
+823% +$6.29M 1.31% 33
2022
Q4 		$831K Buy
9,944
+5,890
+145% +$476K 0.16% 73
2022
Q3 		$318K Hold
4,054
– – 0.06% 107
2022
Q2 		$327K Hold
4,054
– – 0.06% 108
2022
Q1 		$343K Sell
4,054
-122
-3% -$9.78K 0.05% 111
2021
Q4 		$390K Sell
4,176
-635
-13% -$54.9K 0.06% 107
2021
Q3 		$378K Buy
4,811
+450
+10% +$36.3K 0.05% 118
2021
Q2 		$320K Sell
4,361
-86,456
-95% -$6.49M 0.04% 130
2021
Q1 		$6.87M Buy
90,817
+33,622
+59% +$2.62M 0.38% 63
2020
Q4 		$4.41M Buy
57,195
+7,379
+15% +$552K 0.23% 111
2020
Q3 		$3.46M Sell
49,816
-1,736
-3% -$120K 0.2% 122
2020
Q2 		$3.1M Sell
51,552
-16,928
-25% -$1.01M 0.19% 124
2020
Q1 		$4.12M Sell
68,480
-6,052
-8% -$380K 0.3% 82
2019
Q4 		$4.51M Sell
74,532
-1,632
-2% -$95.3K 0.24% 104
2019
Q3 		$4.44M Buy
76,164
+196
+0.3% +$10.6K 0.26% 95
2019
Q2 		$3.89M Buy
75,968
+1,084
+1% +$53.3K 0.24% 100
2019
Q1 		$3.62M Sell
74,884
-748
-1% -$34.2K 0.23% 110
2018
Q4 		$3.29M Sell
75,632
-14,604
-16% -$639K 0.23% 101
2018
Q3 		$3.78M Sell
90,236
-920
-1% -$39.2K 0.22% 102
2018
Q2 		$3.81M Sell
91,156
-3,536
-4% -$143K 0.23% 90
2018
Q1 		$3.87M Buy
94,692
+3,380
+4% +$130K 0.23% 94
2017
Q4 		$3.57M Buy
91,312
+368
+0.4% +$14.2K 0.21% 102
2017
Q3 		$3.33M Sell
90,944
-3,848
-4% -$141K 0.2% 108
2017
Q2 		$3.32M Sell
94,792
-2,560
-3% -$87.5K 0.2% 100
2017
Q1 		$3.12M Sell
97,352
-4,380
-4% -$138K 0.2% 108
2016
Q4 		$3.04M Buy
101,732
+6,608
+7% +$197K 0.21% 91
2016
Q3 		$2.91M Sell
95,124
-3,412
-3% -$107K 0.21% 94
2016
Q2 		$3.21M Buy
98,536
+6,664
+7% +$200K 0.22% 98
2016
Q1 		$2.72M Sell
91,872
-1,844
-2% -$51.8K 0.2% 111
2015
Q4 		$2.43M Buy
93,716
+11,280
+14% +$285K 0.19% 113
2015
Q3 		$2.01M Buy
82,436
+35,984
+77% +$915K 0.16% 125
2015
Q2 		$1.14M Sell
46,452
-43,912
-49% -$1.12M 0.08% 213
2015
Q1 		$2.35M Buy
90,364
+9,600
+12% +$253K 0.18% 126
2014
Q4 		$2.15M Buy
80,764
+1,156
+1% +$29.2K 0.17% 126
2014
Q3 		$1.87M Sell
79,608
-1,616
-2% -$39K 0.16% 130
2014
Q2 		$2.08M Sell
81,224
-2,408
-3% -$58.6K 0.18% 121
2014
Q1 		$2M Buy
83,632
+4,780
+6% +$108K 0.16% 127
2013
Q4 		$1.69M Buy
78,852
+36,524
+86% +$770K 0.15% 122
2013
Q3 		$848K Buy
42,328
+7,632
+22% +$158K 0.1% 140
2013
Q2 		$707K Buy
+34,696
New +$688K 0.09% 137

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LS Investment Advisors's NEE Position: Q2 2026 in Review

LS Investment Advisors reduced its NextEra Energy (NEE) stake by 6.8% in Q2 2026, selling an estimated $280K and leaving 42,597 shares worth $3.74M. The position accounts for 0.51% of the portfolio, ranked #48.

LS Investment Advisors first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.07M in Q1 2023. 760 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • LS Investment Advisors held 42,597 shares of NextEra Energy worth $3.74M as of Q2 2026.
  • LS Investment Advisors sold 3,099 NextEra Energy shares in Q2 2026, an estimated $280K.
  • NextEra Energy made up 0.51% of LS Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • LS Investment Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • LS Investment Advisors's NextEra Energy position peaked at $7.07M in Q1 2023.
  • 760 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.