LVM Capital Management’s NextEra Energy NEE Stock Holding History

LVM Capital Management’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	$1.91M	Hold	21,716	–	–	0.16%	64
2026 Q1	$2.02M	Sell	21,716 -476	-2%	-$42.3K	0.19%	62
2025 Q4	$1.78M	Sell	22,192 -70	-0.3%	-$5.8K	0.17%	63
2025 Q3	$1.68M	Buy	22,262 +70	+0.3%	+$5.12K	0.16%	64
2025 Q2	$1.54M	Hold	22,192	–	–	0.16%	63
2025 Q1	$1.57M	Hold	22,192	–	–	0.18%	63
2024 Q4	$1.59M	Buy	22,192 +228	+1%	+$17.7K	0.17%	59
2024 Q3	$1.55M	Hold	21,964	–	–	0.18%	60
2024 Q2	$1.55M	Sell	21,964 -12,775	-37%	-$906K	0.18%	60
2024 Q1	$2.22M	Buy	34,739 +11,102	+47%	+$650K	0.26%	51
2023 Q4	$1.44M	Buy	23,637 +124	+0.5%	+$7.07K	0.18%	60
2023 Q3	$1.35M	Sell	23,513 -500	-2%	-$34.6K	0.19%	62
2023 Q2	$1.78M	Hold	24,013	–	–	0.24%	54
2023 Q1	$1.85M	Sell	24,013 -8	-0%	-$615	0.26%	54
2022 Q4	$2.01M	Sell	24,021 -800	-3%	-$64.6K	0.29%	54
2022 Q3	$1.95M	Hold	24,821	–	–	0.3%	54
2022 Q2	$1.92M	Buy	24,821 +300	+1%	+$22.8K	0.28%	53
2022 Q1	$2.08M	Buy	24,521 +208	+0.9%	+$16.7K	0.27%	54
2021 Q4	$2.27M	Hold	24,313	–	–	0.3%	51
2021 Q3	$1.91M	Buy	24,313 +125	+0.5%	+$10.1K	0.29%	53
2021 Q2	$1.77M	Buy	24,188 +1,050	+5%	+$78.8K	0.27%	53
2021 Q1	$1.75M	Hold	23,138	–	–	0.28%	53
2020 Q4	$1.78M	Sell	23,138 -150	-0.6%	-$11.2K	0.3%	48
2020 Q3	$1.62M	Sell	23,288 -200	-0.9%	-$13.8K	0.31%	46
2020 Q2	$1.41M	Sell	23,488 -1,424	-6%	-$85.2K	0.29%	48
2020 Q1	$1.5M	Hold	24,912	–	–	0.37%	44
2019 Q4	$1.51M	Buy	24,912 +72	+0.3%	+$4.2K	0.3%	46
2019 Q3	$1.45M	Buy	24,840 +400	+2%	+$21.6K	0.31%	45
2019 Q2	$1.25M	Sell	24,440 -1,264	-5%	-$62.2K	0.29%	48
2019 Q1	$1.24M	Buy	25,704 +200	+0.8%	+$9.14K	0.28%	48
2018 Q4	$1.11M	Buy	25,504 +1,300	+5%	+$56.8K	0.29%	48
2018 Q3	$1.01M	Hold	24,204	–	–	0.23%	52
2018 Q2	$1.01M	Hold	24,204	–	–	0.24%	51
2018 Q1	$988K	Hold	24,204	–	–	0.23%	51
2017 Q4	$945K	Sell	24,204 -260	-1%	-$10K	0.21%	51
2017 Q3	$896K	Sell	24,464 -5,136	-17%	-$188K	0.21%	50
2017 Q2	$1.04M	Hold	29,600	–	–	0.26%	46
2017 Q1	$950K	Hold	29,600	–	–	0.24%	48
2016 Q4	$884K	Sell	29,600 -2,000	-6%	-$59.8K	0.24%	47
2016 Q3	$810K	Buy	31,600 +1,600	+5%	+$50.4K	0.26%	51
2016 Q2	$978K	Hold	30,000	–	–	0.28%	45
2016 Q1	$888K	Hold	30,000	–	–	0.28%	47
2015 Q4	$779K	Hold	30,000	–	–	0.28%	48
2015 Q3	$732K	Hold	30,000	–	–	0.26%	48
2015 Q2	$735K	Hold	30,000	–	–	0.24%	49
2015 Q1	$780K	Sell	30,000 -1,200	-4%	-$31.7K	0.26%	48
2014 Q4	$829K	Sell	31,200 -400	-1%	-$10.1K	0.28%	49
2014 Q3	$742K	Hold	31,600	–	–	0.24%	53
2014 Q2	$810K	Sell	31,600 -1,172	-4%	-$28.5K	0.26%	51
2014 Q1	$783K	Buy	32,772 +772	+2%	+$17.5K	0.27%	52
2013 Q4	$685K	Hold	32,000	–	–	0.24%	54
2013 Q3	$641K	Hold	32,000	–	–	0.24%	53
2013 Q2	$652K	Buy	+32,000	New	+$635K	0.26%	52

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVM Capital Management's NEE Position: Q2 2026 in Review

LVM Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 21,716 shares worth $1.91M. The position accounts for 0.16% of the portfolio, ranked #64.

LVM Capital Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.27M in Q4 2021. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

LVM Capital Management held 21,716 shares of NextEra Energy worth $1.91M as of Q2 2026.
LVM Capital Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.16% of LVM Capital Management's portfolio in Q2 2026, its #64 holding.
LVM Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
LVM Capital Management's NextEra Energy position peaked at $2.27M in Q4 2021.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.