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Lynch & Associates’s NextEra Energy NEE Stock Holding History

Lynch & Associates’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 		$5.6M Sell
63,753
-82
-0.1% -$7.42K 0.98% 31
2026
Q1 		$5.93M Buy
63,835
+2,039
+3% +$181K 1.11% 28
2025
Q4 		$4.96M Buy
61,796
+1,740
+3% +$144K 0.94% 34
2025
Q3 		$4.53M Buy
60,056
+460
+0.8% +$33.6K 0.88% 37
2025
Q2 		$4.14M Sell
59,596
-200
-0.3% -$13.9K 0.83% 39
2025
Q1 		$4.24M Sell
59,796
-596
-1% -$42.1K 0.92% 35
2024
Q4 		$4.33M Buy
60,392
+2,953
+5% +$229K 0.94% 35
2024
Q3 		$4.86M Buy
57,439
+800
+1% +$62.4K 1.03% 32
2024
Q2 		$4.01M Buy
56,639
+3,521
+7% +$250K 0.9% 35
2024
Q1 		$3.39M Sell
53,118
-5,950
-10% -$349K 0.78% 40
2023
Q4 		$3.59M Sell
59,068
-1,771
-3% -$101K 0.87% 39
2023
Q3 		$3.49M Buy
60,839
+127
+0.2% +$8.79K 0.92% 38
2023
Q2 		$4.5M Buy
60,712
+4,567
+8% +$346K 1.15% 31
2023
Q1 		$4.33M Sell
56,145
-1,273
-2% -$97.9K 1.14% 31
2022
Q4 		$4.8M Buy
57,418
+274
+0.5% +$22.1K 1.25% 28
2022
Q3 		$4.48M Sell
57,144
-1,152
-2% -$97.7K 1.31% 26
2022
Q2 		$4.52M Buy
58,296
+434
+0.8% +$33K 1.23% 29
2022
Q1 		$4.9M Buy
57,862
+198
+0.3% +$15.9K 1.19% 32
2021
Q4 		$5.38M Sell
57,664
-1,488
-3% -$129K 1.27% 30
2021
Q3 		$4.64M Sell
59,152
-1,773
-3% -$143K 1.2% 32
2021
Q2 		$4.46M Sell
60,925
-1,686
-3% -$127K 1.15% 34
2021
Q1 		$4.73M Sell
62,611
-408
-0.6% -$31.8K 1.28% 29
2020
Q4 		$4.86M Buy
63,019
+671
+1% +$50.2K 1.32% 27
2020
Q3 		$4.33M Sell
62,348
-292
-0.5% -$20.2K 1.3% 26
2020
Q2 		$3.76M Sell
62,640
-896
-1% -$53.6K 1.22% 27
2020
Q1 		$3.82M Sell
63,536
-216
-0.3% -$13.6K 1.4% 25
2019
Q4 		$3.86M Buy
63,752
+88
+0.1% +$5.14K 1.11% 34
2019
Q3 		$3.71M Buy
63,664
+264
+0.4% +$14.3K 1.13% 33
2019
Q2 		$3.25M Sell
63,400
-640
-1% -$31.5K 1.06% 35
2019
Q1 		$3.1M Buy
64,040
+1,544
+2% +$70.6K 1.03% 34
2018
Q4 		$2.72M Buy
62,496
+712
+1% +$31.1K 1.01% 36
2018
Q3 		$2.59M Buy
61,784
+940
+2% +$40K 0.87% 39
2018
Q2 		$2.54M Buy
60,844
+1,484
+3% +$59.9K 0.92% 38
2018
Q1 		$2.42M Buy
59,360
+204
+0.3% +$7.87K 0.93% 37
2017
Q4 		$2.31M Sell
59,156
-980
-2% -$37.8K 0.87% 43
2017
Q3 		$2.2M Buy
60,136
+236
+0.4% +$8.64K 0.88% 41
2017
Q2 		$2.1M Sell
59,900
-276
-0.5% -$9.43K 0.83% 44
2017
Q1 		$1.93M Buy
60,176
+880
+1% +$27.7K 0.79% 43
2016
Q4 		$1.77M Sell
59,296
-3,148
-5% -$94.1K 0.75% 46
2016
Q3 		$1.91M Sell
62,444
-940
-1% -$29.6K 0.84% 42
2016
Q2 		$2.07M Sell
63,384
-16
-0% -$480 0.92% 37
2016
Q1 		$1.88M Buy
63,400
+4,124
+7% +$116K 0.89% 38
2015
Q4 		$1.54M Sell
59,276
-1,400
-2% -$35.4K 0.79% 43
2015
Q3 		$1.48M Buy
60,676
+1,404
+2% +$35.7K 0.82% 40
2015
Q2 		$1.45M Buy
59,272
+3,480
+6% +$88.5K 0.76% 42
2015
Q1 		$1.45M Buy
55,792
+20,024
+56% +$528K 0.76% 41
2014
Q4 		$950K Sell
35,768
-19,068
-35% -$481K 0.51% 55
2014
Q3 		$1.29M Buy
54,836
+10,220
+23% +$247K 0.72% 41
2014
Q2 		$1.14M Buy
44,616
+404
+0.9% +$9.83K 0.65% 47
2014
Q1 		$1.06M Buy
44,212
+6,568
+17% +$149K 0.62% 48
2013
Q4 		$806K Buy
37,644
+3,824
+11% +$80.6K 0.48% 54
2013
Q3 		$678K Buy
33,820
+4,900
+17% +$101K 0.45% 57
2013
Q2 		$589K Buy
+28,920
New +$574K 0.41% 60

Other funds holding NEE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Lynch & Associates's NEE Position: Q2 2026 in Review

Lynch & Associates reduced its NextEra Energy (NEE) stake by 0.13% in Q2 2026, selling an estimated $7.42K and leaving 63,753 shares worth $5.6M. The position accounts for 0.98% of the portfolio, ranked #31.

Lynch & Associates first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.93M in Q1 2026. 1,536 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Lynch & Associates held 63,753 shares of NextEra Energy worth $5.6M as of Q2 2026.
  • Lynch & Associates sold 82 NextEra Energy shares in Q2 2026, an estimated $7.42K.
  • NextEra Energy made up 0.98% of Lynch & Associates's portfolio in Q2 2026, its #31 holding.
  • Lynch & Associates first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's NextEra Energy position peaked at $5.93M in Q1 2026.
  • 1,536 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.