MAI Capital Management’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
$20.6M Buy
234,271
+15,828
+7% +$1.43M 0.08% 211
2026
Q1
$20.3M Sell
218,443
-5,214
-2% -$464K 0.11% 165
2025
Q4
$18M Buy
223,657
+22,252
+11% +$1.84M 0.1% 168
2025
Q3
$15.2M Buy
201,405
+23,208
+13% +$1.7M 0.09% 182
2025
Q2
$12.4M Buy
178,197
+168
+0.1% +$11.7K 0.09% 198
2025
Q1
$12.6M Sell
178,029
-3,520
-2% -$248K 0.1% 187
2024
Q4
$13M Buy
181,549
+9,891
+6% +$768K 0.1% 177
2024
Q3
$14.5M Sell
171,658
-13,884
-7% -$1.08M 0.14% 123
2024
Q2
$13.1M Buy
185,542
+50
+0% +$3.55K 0.13% 127
2024
Q1
$11.9M Sell
185,492
-10,901
-6% -$639K 0.12% 136
2023
Q4
$11.9M Sell
196,393
-322,668
-62% -$18.4M 0.16% 121
2023
Q3
$29.7M Buy
519,061
+11,575
+2% +$801K 0.44% 54
2023
Q2
$37.7M Buy
507,486
+8,959
+2% +$678K 0.55% 44
2023
Q1
$38.4M Buy
498,527
+16,069
+3% +$1.24M 0.61% 37
2022
Q4
$40.3M Buy
482,458
+75,392
+19% +$6.09M 0.68% 34
2022
Q3
$31.9M Buy
407,066
+17,639
+5% +$1.5M 0.6% 36
2022
Q2
$30.2M Buy
389,427
+17,447
+5% +$1.33M 0.58% 41
2022
Q1
$31.5M Buy
371,980
+22,860
+7% +$1.83M 0.53% 47
2021
Q4
$32.6M Buy
349,120
+15,365
+5% +$1.33M 0.53% 43
2021
Q3
$26.2M Sell
333,755
-57,961
-15% -$4.67M 0.5% 48
2021
Q2
$28.7M Buy
391,716
+13,551
+4% +$1.02M 0.57% 43
2021
Q1
$28.6M Buy
378,165
+9,124
+2% +$712K 0.64% 37
2020
Q4
$28.5M Buy
369,041
+30,081
+9% +$2.25M 0.71% 35
2020
Q3
$23.5M Buy
338,960
+4,008
+1% +$277K 0.68% 38
2020
Q2
$20.1M Buy
334,952
+1,728
+0.5% +$103K 0.63% 41
2020
Q1
$20M Sell
333,224
-26,928
-7% -$1.69M 0.82% 31
2019
Q4
$21.8M Buy
360,152
+5,128
+1% +$299K 0.71% 38
2019
Q3
$20.7M Sell
355,024
-19,876
-5% -$1.08M 0.92% 24
2019
Q2
$19.2M Buy
374,900
+1,760
+0.5% +$86.6K 0.87% 28
2019
Q1
$18M Buy
373,140
+1,276
+0.3% +$58.3K 0.92% 28
2018
Q4
$16.2M Buy
371,864
+788
+0.2% +$34.5K 0.94% 25
2018
Q3
$15.5M Buy
371,076
+1,664
+0.5% +$70.8K 0.79% 28
2018
Q2
$15.4M Buy
369,412
+4,476
+1% +$181K 0.83% 26
2018
Q1
$14.9M Sell
364,936
-2,368
-0.6% -$91.3K 0.85% 26
2017
Q4
$14.3M Buy
367,304
+3,220
+0.9% +$124K 0.81% 27
2017
Q3
$13.3M Buy
364,084
+5,120
+1% +$188K 0.81% 30
2017
Q2
$12.6M Sell
358,964
-39,992
-10% -$1.37M 0.81% 29
2017
Q1
$12.8M Buy
398,956
+5,936
+2% +$187K 0.86% 27
2016
Q4
$11.7M Buy
393,020
+30,620
+8% +$915K 0.85% 28
2016
Q3
$11.1M Sell
362,400
-15,164
-4% -$478K 0.84% 35
2016
Q2
$12.3M Sell
377,564
-45,332
-11% -$1.36M 0.95% 28
2016
Q1
$12.5M Buy
422,896
+6,148
+1% +$173K 0.96% 27
2015
Q4
$10.8M Buy
416,748
+68,084
+20% +$1.72M 0.83% 34
2015
Q3
$8.5M Buy
348,664
+323,464
+1,284% +$8.23M 0.64% 55
2015
Q2
$618K Sell
25,200
-7,668
-23% -$195K 0.04% 275
2015
Q1
$855K Sell
32,868
-584
-2% -$15.4K 0.06% 229
2014
Q4
$889K Buy
33,452
+5,276
+19% +$133K 0.06% 209
2014
Q3
$661K Sell
28,176
-1,120
-4% -$27K 0.06% 217
2014
Q2
$751K Sell
29,296
-700
-2% -$17K 0.07% 182
2014
Q1
$717K Buy
29,996
+744
+3% +$16.9K 0.07% 176
2013
Q4
$626K Hold
29,252
0.07% 195
2013
Q3
$586K Sell
29,252
-3,620
-11% -$74.7K 0.08% 171
2013
Q2
$670K Buy
+32,872
New +$652K 0.09% 144

Other funds holding NEE

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

MAI Capital Management increased its NextEra Energy (NEE) stake by 7.2% in Q2 2026, buying an estimated $1.43M and bringing the position to 234,271 shares worth $20.6M. The position accounts for 0.08% of the portfolio, ranked #211.

MAI Capital Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $40.3M in Q4 2022. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • MAI Capital Management held 234,271 shares of NextEra Energy worth $20.6M as of Q2 2026.
  • MAI Capital Management bought 15,828 NextEra Energy shares in Q2 2026, an estimated $1.43M.
  • NextEra Energy made up 0.08% of MAI Capital Management's portfolio in Q2 2026, its #211 holding.
  • MAI Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • MAI Capital Management's NextEra Energy position peaked at $40.3M in Q4 2022.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.