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MKT Advisors’s NextEra Energy NEE Stock Holding History

MKT 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 		$516K Sell
5,833
-458
-7% -$41.4K 0.16% 79
2026
Q1 		$589K Sell
6,291
-588
-9% -$52.3K 0.2% 66
2025
Q4 		$559K Sell
6,879
-212
-3% -$17.6K 0.19% 74
2025
Q3 		$558K Sell
7,091
-30
-0.4% -$2.19K 0.21% 70
2025
Q2 		$520K Sell
7,121
-618
-8% -$42.9K 0.21% 71
2025
Q1 		$504K Buy
7,739
+10
+0.1% +$706 0.24% 63
2024
Q4 		$547K Buy
7,729
+919
+13% +$71.4K 0.24% 65
2024
Q3 		$582K Sell
6,810
-74
-1% -$5.78K 0.27% 64
2024
Q2 		$496K Buy
6,884
+95
+1% +$6.74K 0.25% 71
2024
Q1 		$435K Buy
6,789
+556
+9% +$32.6K 0.24% 75
2023
Q4 		$387K Buy
6,233
+173
+3% +$9.86K 0.26% 82
2023
Q3 		$316K Sell
6,060
-303
-5% -$21K 0.24% 84
2023
Q2 		$464K Sell
6,363
-1,468
-19% -$111K 0.33% 62
2023
Q1 		$613K Sell
7,831
-428
-5% -$32.9K 0.46% 48
2022
Q4 		$702K Buy
8,259
+75
+0.9% +$6.06K 0.53% 42
2022
Q3 		$642K Buy
8,184
+78
+1% +$6.62K 0.56% 39
2022
Q2 		$654K Sell
8,106
-59
-0.7% -$4.49K 0.51% 42
2022
Q1 		$577K Hold
8,165
– – 0.44% 52
2021
Q4 		$593K Buy
+8,165
New +$706K 0.46% 44

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

MKT Advisors's NEE Position: Q2 2026 in Review

MKT Advisors reduced its NextEra Energy (NEE) stake by 7.3% in Q2 2026, selling an estimated $41.4K and leaving 5,833 shares worth $516K. The position accounts for 0.16% of the portfolio, ranked #79.

MKT Advisors first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $702K in Q4 2022. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • MKT Advisors held 5,833 shares of NextEra Energy worth $516K as of Q2 2026.
  • MKT Advisors sold 458 NextEra Energy shares in Q2 2026, an estimated $41.4K.
  • NextEra Energy made up 0.16% of MKT Advisors's portfolio in Q2 2026, its #79 holding.
  • MKT Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • MKT Advisors's NextEra Energy position peaked at $702K in Q4 2022.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.