Nations Financial Group’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 | $4.45M | Buy |
50,755
+1,720
| +4% | +$156K | 0.21% | 111 |
|
|
2026
Q1 | $4.55M | Buy |
49,035
+649
| +1% | +$57.7K | 0.23% | 103 |
|
|
2025
Q4 | $3.88M | Sell |
48,386
-295
| -0.6% | -$24.4K | 0.2% | 110 |
|
|
2025
Q3 | $3.67M | Sell |
48,681
-540
| -1% | -$39.5K | 0.23% | 106 |
|
|
2025
Q2 | $3.42M | Sell |
49,221
-2,672
| -5% | -$186K | 0.23% | 101 |
|
|
2025
Q1 | $3.68M | Sell |
51,893
-9,969
| -16% | -$704K | 0.28% | 83 |
|
|
2024
Q4 | $4.43M | Buy |
61,862
+1,282
| +2% | +$99.6K | 0.32% | 78 |
|
|
2024
Q3 | $5.12M | Buy |
60,580
+7,229
| +14% | +$564K | 0.37% | 63 |
|
|
2024
Q2 | $3.78M | Buy |
53,351
+7,077
| +15% | +$502K | 0.31% | 74 |
|
|
2024
Q1 | $2.96M | Sell |
46,274
-35
| -0.1% | -$2.05K | 0.25% | 97 |
|
|
2023
Q4 | $2.81M | Sell |
46,309
-730
| -2% | -$41.6K | 0.26% | 92 |
|
|
2023
Q3 | $2.69M | Sell |
47,039
-2,813
| -6% | -$195K | 0.27% | 87 |
|
|
2023
Q2 | $3.7M | Sell |
49,852
-1,687
| -3% | -$128K | 0.36% | 59 |
|
|
2023
Q1 | $3.97M | Buy |
51,539
+4,682
| +10% | +$360K | 0.42% | 48 |
|
|
2022
Q4 | $3.92M | Buy |
46,857
+31,010
| +196% | +$2.51M | 0.44% | 48 |
|
|
2022
Q3 | $1.24M | Sell |
15,847
-417
| -3% | -$35.4K | 0.18% | 139 |
|
|
2022
Q2 | $1.26M | Sell |
16,264
-393
| -2% | -$29.9K | 0.17% | 147 |
|
|
2022
Q1 | $1.41M | Buy |
16,657
+804
| +5% | +$64.4K | 0.17% | 148 |
|
|
2021
Q4 | $1.48M | Buy |
15,853
+1,010
| +7% | +$87.3K | 0.19% | 127 |
|
|
2021
Q3 | $1.17M | Sell |
14,843
-17,179
| -54% | -$1.39M | 0.18% | 144 |
|
|
2021
Q2 | $2.35M | Sell |
32,022
-1,754
| -5% | -$132K | 0.39% | 58 |
|
|
2021
Q1 | $2.55M | Sell |
33,776
-1,754
| -5% | -$137K | 0.58% | 29 |
|
|
2020
Q4 | $2.74M | Buy |
35,530
+2,522
| +8% | +$189K | 0.72% | 26 |
|
|
2020
Q3 | $2.29M | Buy |
33,008
+24
| +0.1% | +$1.66K | 0.71% | 31 |
|
|
2020
Q2 | $1.98M | Sell |
32,984
-124
| -0.4% | -$7.42K | 0.7% | 32 |
|
|
2020
Q1 | $1.99M | Sell |
33,108
-688
| -2% | -$43.2K | 0.85% | 25 |
|
|
2019
Q4 | $2.05M | Buy |
33,796
+2,176
| +7% | +$127K | 0.71% | 26 |
|
|
2019
Q3 | $1.88M | Buy |
31,620
+25,876
| +450% | +$1.4M | 0.68% | 31 |
|
|
2019
Q2 | $294K | Hold |
5,744
| – | – | 0.19% | 137 |
|
|
2019
Q1 | $278K | Sell |
5,744
-3,864
| -40% | -$177K | 0.19% | 136 |
|
|
2018
Q4 | $418K | Sell |
9,608
-132
| -1% | -$5.77K | 0.33% | 85 |
|
|
2018
Q3 | $408K | Buy |
9,740
+3,900
| +67% | +$166K | 0.29% | 97 |
|
|
2018
Q2 | $244K | Sell |
5,840
-40
| -0.7% | -$1.61K | 0.2% | 138 |
|
|
2018
Q1 | $240K | Buy |
5,880
+80
| +1% | +$3.08K | 0.22% | 129 |
|
|
2017
Q4 | $226K | Buy |
5,800
+164
| +3% | +$6.33K | 0.21% | 133 |
|
|
2017
Q3 | $206K | Buy |
+5,636
| New | +$206K | 0.2% | 137 |
|
Other funds holding NEE
COPPSERS
DC
UBP
WG
FWIA
Nations Financial Group's NEE Position: Q2 2026 in Review
Nations Financial Group increased its NextEra Energy (NEE) stake by 3.5% in Q2 2026, buying an estimated $156K and bringing the position to 50,755 shares worth $4.45M. The position accounts for 0.21% of the portfolio, ranked #111.
Nations Financial Group first reported a position in NEE in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.12M in Q3 2024. 907 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Nations Financial Group held 50,755 shares of NextEra Energy worth $4.45M as of Q2 2026.
- Nations Financial Group bought 1,720 NextEra Energy shares in Q2 2026, an estimated $156K.
- NextEra Energy made up 0.21% of Nations Financial Group's portfolio in Q2 2026, its #111 holding.
- Nations Financial Group first reported a position in NextEra Energy in Q3 2017 and has held it in 36 quarters since.
- Nations Financial Group's NextEra Energy position peaked at $5.12M in Q3 2024.
- 907 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.