Means Investment Company’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 | $1.64M | Sell |
18,727
-531
| -3% | -$48K | 0.12% | 69 |
|
|
2026
Q1 | $1.79M | Buy |
19,258
+510
| +3% | +$45.3K | 0.16% | 63 |
|
|
2025
Q4 | $1.51M | Sell |
18,748
-868
| -4% | -$71.9K | 0.13% | 71 |
|
|
2025
Q3 | $1.48M | Sell |
19,616
-275
| -1% | -$20.1K | 0.13% | 72 |
|
|
2025
Q2 | $1.38M | Sell |
19,891
-378
| -2% | -$26.3K | 0.13% | 76 |
|
|
2025
Q1 | $1.44M | Sell |
20,269
-723
| -3% | -$51K | 0.15% | 69 |
|
|
2024
Q4 | $1.5M | Sell |
20,992
-142
| -0.7% | -$11K | 0.16% | 74 |
|
|
2024
Q3 | $1.79M | Sell |
21,134
-104
| -0.5% | -$8.12K | 0.2% | 67 |
|
|
2024
Q2 | $1.5M | Sell |
21,238
-139
| -0.7% | -$9.86K | 0.18% | 69 |
|
|
2024
Q1 | $1.37M | Buy |
21,377
+211
| +1% | +$12.4K | 0.18% | 76 |
|
|
2023
Q4 | $1.29M | Sell |
21,166
-580
| -3% | -$33.1K | 0.19% | 80 |
|
|
2023
Q3 | $1.25M | Sell |
21,746
-225
| -1% | -$15.6K | 0.2% | 81 |
|
|
2023
Q2 | $1.63M | Sell |
21,971
-1,192
| -5% | -$90.2K | 0.26% | 71 |
|
|
2023
Q1 | $1.79M | Sell |
23,163
-34
| -0.1% | -$2.62K | 0.31% | 62 |
|
|
2022
Q4 | $1.94M | Sell |
23,197
-33
| -0.1% | -$2.67K | 0.39% | 59 |
|
|
2022
Q3 | $1.82M | Buy |
23,230
+766
| +3% | +$65K | 0.4% | 56 |
|
|
2022
Q2 | $1.74M | Sell |
22,464
-226
| -1% | -$17.2K | 0.37% | 58 |
|
|
2022
Q1 | $1.92M | Sell |
22,690
-78
| -0.3% | -$6.25K | 0.35% | 64 |
|
|
2021
Q4 | $2.13M | Buy |
22,768
+193
| +0.9% | +$16.7K | 0.38% | 55 |
|
|
2021
Q3 | $1.77M | Buy |
22,575
+695
| +3% | +$56.1K | 0.35% | 58 |
|
|
2021
Q2 | $1.6M | Sell |
21,880
-70
| -0.3% | -$5.25K | 0.32% | 64 |
|
|
2021
Q1 | $1.66M | Buy |
21,950
+194
| +0.9% | +$15.1K | 0.38% | 56 |
|
|
2020
Q4 | $1.83M | Sell |
21,756
-65,264
| -75% | -$4.88M | 0.42% | 49 |
|
|
2020
Q3 | $1.65M | Buy |
87,020
+65,296
| +301% | +$4.51M | 0.45% | 45 |
|
|
2020
Q2 | $1.51M | Hold |
21,724
| – | – | 0.47% | 47 |
|
|
2020
Q1 | $1.34M | Sell |
21,724
-20
| -0.1% | -$1.26K | 0.52% | 49 |
|
|
2019
Q4 | $1.38M | Buy |
21,744
+48
| +0.2% | +$2.8K | 0.46% | 56 |
|
|
2019
Q3 | $1.25M | Sell |
21,696
-24
| -0.1% | -$1.3K | 0.47% | 56 |
|
|
2019
Q2 | $1.13M | Buy |
21,720
+1,852
| +9% | +$91.1K | 0.46% | 58 |
|
|
2019
Q1 | $960K | Buy |
19,868
+3,872
| +24% | +$177K | 0.42% | 58 |
|
|
2018
Q4 | $695K | Buy |
+15,996
| New | +$699K | 0.38% | 65 |
|
Other funds holding NEE
Means Investment Company's NEE Position: Q2 2026 in Review
Means Investment Company reduced its NextEra Energy (NEE) stake by 2.8% in Q2 2026, selling an estimated $48K and leaving 18,727 shares worth $1.64M. The position accounts for 0.12% of the portfolio, ranked #69.
Means Investment Company first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.13M in Q4 2021. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Means Investment Company held 18,727 shares of NextEra Energy worth $1.64M as of Q2 2026.
- Means Investment Company sold 531 NextEra Energy shares in Q2 2026, an estimated $48K.
- NextEra Energy made up 0.12% of Means Investment Company's portfolio in Q2 2026, its #69 holding.
- Means Investment Company first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
- Means Investment Company's NextEra Energy position peaked at $2.13M in Q4 2021.
- 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.