Magnus Financial Group’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 | $588K | Sell |
6,705
-71
| -1% | -$6.42K | 0.04% | 220 |
|
|
2026
Q1 | $629K | Sell |
6,776
-1,469
| -18% | -$131K | 0.05% | 197 |
|
|
2025
Q4 | $662K | Sell |
8,245
-9
| -0.1% | -$745 | 0.05% | 217 |
|
|
2025
Q3 | $623K | Buy |
8,254
+330
| +4% | +$24.1K | 0.05% | 220 |
|
|
2025
Q2 | $550K | Sell |
7,924
-100
| -1% | -$6.95K | 0.05% | 220 |
|
|
2025
Q1 | $569K | Sell |
8,024
-279
| -3% | -$19.7K | 0.06% | 205 |
|
|
2024
Q4 | $595K | Sell |
8,303
-1,102
| -12% | -$85.6K | 0.06% | 198 |
|
|
2024
Q3 | $795K | Buy |
9,405
+836
| +10% | +$65.2K | 0.08% | 169 |
|
|
2024
Q2 | $607K | Sell |
8,569
-37
| -0.4% | -$2.63K | 0.07% | 177 |
|
|
2024
Q1 | $550K | Buy |
8,606
+114
| +1% | +$6.68K | 0.07% | 181 |
|
|
2023
Q4 | $516K | Sell |
8,492
-316
| -4% | -$18K | 0.07% | 171 |
|
|
2023
Q3 | $505K | Sell |
8,808
-363
| -4% | -$25.1K | 0.07% | 161 |
|
|
2023
Q2 | $680K | Buy |
9,171
+327
| +4% | +$24.8K | 0.1% | 146 |
|
|
2023
Q1 | $682K | Buy |
8,844
+261
| +3% | +$20.1K | 0.1% | 145 |
|
|
2022
Q4 | $718K | Sell |
8,583
-29
| -0.3% | -$2.34K | 0.12% | 136 |
|
|
2022
Q3 | $675K | Buy |
8,612
+31
| +0.4% | +$2.63K | 0.13% | 131 |
|
|
2022
Q2 | $665K | Buy |
8,581
+147
| +2% | +$11.2K | 0.12% | 133 |
|
|
2022
Q1 | $714K | Sell |
8,434
-271
| -3% | -$21.7K | 0.12% | 132 |
|
|
2021
Q4 | $813K | Buy |
8,705
+202
| +2% | +$17.5K | 0.15% | 101 |
|
|
2021
Q3 | $668K | Buy |
8,503
+245
| +3% | +$19.8K | 0.14% | 107 |
|
|
2021
Q2 | $605K | Sell |
8,258
-5
| -0.1% | -$375 | 0.13% | 102 |
|
|
2021
Q1 | $625K | Sell |
8,263
-3,693
| -31% | -$288K | 0.15% | 94 |
|
|
2020
Q4 | $922K | Sell |
11,956
-220
| -2% | -$16.5K | 0.09% | 79 |
|
|
2020
Q3 | $845K | Buy |
12,176
+2,052
| +20% | +$142K | 0.1% | 79 |
|
|
2020
Q2 | $608K | Buy |
10,124
+488
| +5% | +$29.2K | 0.07% | 122 |
|
|
2020
Q1 | $580K | Buy |
9,636
+340
| +4% | +$21.4K | 0.08% | 120 |
|
|
2019
Q4 | $563K | Buy |
9,296
+3,344
| +56% | +$195K | 0.08% | 117 |
|
|
2019
Q3 | $347K | Buy |
5,952
+324
| +6% | +$17.5K | 0.07% | 196 |
|
|
2019
Q2 | $288K | Buy |
5,628
+292
| +5% | +$14.4K | 0.06% | 275 |
|
|
2019
Q1 | $258K | Buy |
5,336
+152
| +3% | +$6.95K | 0.05% | 311 |
|
|
2018
Q4 | $225K | Buy |
+5,184
| New | +$227K | 0.06% | 308 |
|
Other funds holding NEE
Magnus Financial Group's NEE Position: Q2 2026 in Review
Magnus Financial Group reduced its NextEra Energy (NEE) stake by 1% in Q2 2026, selling an estimated $6.42K and leaving 6,705 shares worth $588K. The position accounts for 0.04% of the portfolio, ranked #220.
Magnus Financial Group first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $922K in Q4 2020. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Magnus Financial Group held 6,705 shares of NextEra Energy worth $588K as of Q2 2026.
- Magnus Financial Group sold 71 NextEra Energy shares in Q2 2026, an estimated $6.42K.
- NextEra Energy made up 0.04% of Magnus Financial Group's portfolio in Q2 2026, its #220 holding.
- Magnus Financial Group first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
- Magnus Financial Group's NextEra Energy position peaked at $922K in Q4 2020.
- 3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.