Mutual Advisors’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 | $2.73M | Buy |
31,144
+768
| +3% | +$69.5K | 0.05% | 344 |
|
|
2026
Q1 | $2.82M | Buy |
30,376
+2,291
| +8% | +$204K | 0.06% | 301 |
|
|
2025
Q4 | $2.25M | Buy |
28,085
+1,208
| +4% | +$100K | 0.05% | 335 |
|
|
2025
Q3 | $2.24M | Buy |
26,877
+2,813
| +12% | +$206K | 0.05% | 336 |
|
|
2025
Q2 | $1.73M | Buy |
24,064
+256
| +1% | +$17.8K | 0.04% | 354 |
|
|
2025
Q1 | $1.57M | Buy |
23,808
+5
| +0% | +$353 | 0.05% | 341 |
|
|
2024
Q4 | $1.7M | Buy |
23,803
+6,048
| +34% | +$470K | 0.05% | 317 |
|
|
2024
Q3 | $1.47M | Sell |
17,755
-426
| -2% | -$33.2K | 0.04% | 351 |
|
|
2024
Q2 | $1.35M | Sell |
18,181
-3,464
| -16% | -$246K | 0.04% | 382 |
|
|
2024
Q1 | $1.38M | Sell |
21,645
-146
| -0.7% | -$8.55K | 0.04% | 371 |
|
|
2023
Q4 | $1.32M | Buy |
21,791
+1,512
| +7% | +$86.2K | 0.05% | 378 |
|
|
2023
Q3 | $1.16M | Buy |
20,279
+1,175
| +6% | +$81.3K | 0.05% | 378 |
|
|
2023
Q2 | $1.42M | Buy |
19,104
+1,853
| +11% | +$140K | 0.05% | 336 |
|
|
2023
Q1 | $1.33M | Buy |
17,251
+1,197
| +7% | +$92.1K | 0.05% | 347 |
|
|
2022
Q4 | $1.34M | Buy |
16,054
+717
| +5% | +$57.9K | 0.06% | 331 |
|
|
2022
Q3 | $1.2M | Sell |
15,337
-681
| -4% | -$57.8K | 0.06% | 323 |
|
|
2022
Q2 | $1.24M | Sell |
16,018
-374
| -2% | -$28.5K | 0.08% | 282 |
|
|
2022
Q1 | $1.39M | Buy |
16,392
+37
| +0.2% | +$2.96K | 0.08% | 279 |
|
|
2021
Q4 | $1.53M | Buy |
16,355
+344
| +2% | +$29.7K | 0.08% | 278 |
|
|
2021
Q3 | $1.26M | Sell |
16,011
-775
| -5% | -$62.5K | 0.07% | 307 |
|
|
2021
Q2 | $1.23M | Sell |
16,786
-2,668
| -14% | -$200K | 0.07% | 316 |
|
|
2021
Q1 | $1.47M | Buy |
19,454
+407
| +2% | +$31.8K | 0.1% | 247 |
|
|
2020
Q4 | $1.47M | Sell |
19,047
-3,249
| -15% | -$243K | 0.11% | 223 |
|
|
2020
Q3 | $1.55M | Buy |
22,296
+1,708
| +8% | +$118K | 0.13% | 174 |
|
|
2020
Q2 | $1.24M | Buy |
20,588
+1,340
| +7% | +$80.2K | 0.12% | 186 |
|
|
2020
Q1 | $1.16M | Buy |
19,248
+396
| +2% | +$24.9K | 0.16% | 162 |
|
|
2019
Q4 | $1.14M | Buy |
18,852
+3,272
| +21% | +$191K | 0.12% | 208 |
|
|
2019
Q3 | $908K | Sell |
15,580
-3,416
| -18% | -$185K | 0.12% | 213 |
|
|
2019
Q2 | $973K | Buy |
18,996
+640
| +3% | +$31.5K | 0.13% | 210 |
|
|
2019
Q1 | $887K | Buy |
18,356
+252
| +1% | +$11.5K | 0.13% | 190 |
|
|
2018
Q4 | $787K | Buy |
18,104
+2,808
| +18% | +$123K | 0.16% | 166 |
|
|
2018
Q3 | $641K | Buy |
15,296
+992
| +7% | +$42.2K | 0.1% | 244 |
|
|
2018
Q2 | $597K | Sell |
14,304
-492
| -3% | -$19.9K | 0.14% | 214 |
|
|
2018
Q1 | $604K | Buy |
14,796
+5,872
| +66% | +$226K | 0.15% | 210 |
|
|
2017
Q4 | $348K | Buy |
+8,924
| New | +$345K | 0.13% | 201 |
|
Other funds holding NEE
Mutual Advisors's NEE Position: Q2 2026 in Review
Mutual Advisors increased its NextEra Energy (NEE) stake by 2.5% in Q2 2026, buying an estimated $69.5K and bringing the position to 31,144 shares worth $2.73M. The position accounts for 0.05% of the portfolio, ranked #344.
Mutual Advisors first reported a position in NEE in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.82M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Mutual Advisors held 31,144 shares of NextEra Energy worth $2.73M as of Q2 2026.
- Mutual Advisors bought 768 NextEra Energy shares in Q2 2026, an estimated $69.5K.
- NextEra Energy made up 0.05% of Mutual Advisors's portfolio in Q2 2026, its #344 holding.
- Mutual Advisors first reported a position in NextEra Energy in Q4 2017 and has held it in 35 quarters since.
- Mutual Advisors's NextEra Energy position peaked at $2.82M in Q1 2026.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.