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Matrix Asset Advisors’s NextEra Energy NEE Stock Holding History

Matrix Asset 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 		$20.8M Sell
237,489
-27,223
-10% -$2.46M 1.7% 27
2026
Q1 		$24.6M Sell
264,712
-3,145
-1% -$280K 2.26% 17
2025
Q4 		$21.5M Sell
267,857
-3,853
-1% -$319K 1.93% 18
2025
Q3 		$20.5M Buy
271,710
+5,657
+2% +$413K 1.9% 19
2025
Q2 		$18.5M Buy
266,053
+11,430
+4% +$794K 1.87% 21
2025
Q1 		$18.1M Buy
254,623
+22,308
+10% +$1.57M 1.99% 17
2024
Q4 		$16.7M Buy
232,315
+2,289
+1% +$178K 1.82% 22
2024
Q3 		$19.4M Sell
230,026
-462
-0.2% -$36.1K 2.16% 18
2024
Q2 		$16.3M Sell
230,488
-1,551
-0.7% -$110K 1.95% 19
2024
Q1 		$14.8M Buy
232,039
+44,151
+23% +$2.59M 1.77% 23
2023
Q4 		$11.4M Buy
187,888
+31,305
+20% +$1.78M 1.45% 32
2023
Q3 		$8.97M Buy
+156,583
New +$10.8M 1.28% 35

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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Matrix Asset Advisors's NEE Position: Q2 2026 in Review

Matrix Asset Advisors reduced its NextEra Energy (NEE) stake by 10% in Q2 2026, selling an estimated $2.46M and leaving 237,489 shares worth $20.8M. The position accounts for 1.7% of the portfolio, ranked #27.

Matrix Asset Advisors first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $24.6M in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Matrix Asset Advisors held 237,489 shares of NextEra Energy worth $20.8M as of Q2 2026.
  • Matrix Asset Advisors sold 27,223 NextEra Energy shares in Q2 2026, an estimated $2.46M.
  • NextEra Energy made up 1.7% of Matrix Asset Advisors's portfolio in Q2 2026, its #27 holding.
  • Matrix Asset Advisors first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
  • Matrix Asset Advisors's NextEra Energy position peaked at $24.6M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Matrix Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.