NXG Investment Management’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 | $4.21M | Sell |
48,000
-47,000
| -49% | -$4.25M | 0.19% | 62 |
|
|
2026
Q1 | $8.82M | Buy |
95,000
+45,000
| +90% | +$4M | 0.44% | 41 |
|
|
2025
Q4 | $4.01M | Buy |
+50,000
| New | +$4.14M | 0.23% | 49 |
|
|
2025
Q3 | – | Sell |
-77,000
| Closed | -$5.35M | – | 64 |
|
|
2025
Q2 | $5.35M | Hold |
77,000
| – | – | 0.31% | 45 |
|
|
2025
Q1 | $5.46M | Buy |
77,000
+41,000
| +114% | +$2.89M | 0.34% | 33 |
|
|
2024
Q4 | $2.58M | Sell |
36,000
-15,000
| -29% | -$1.17M | 0.17% | 51 |
|
|
2024
Q3 | $4.31M | Buy |
+51,000
| New | +$3.98M | 0.32% | 36 |
|
|
2023
Q3 | – | Sell |
-32,000
| Closed | -$2.37M | – | 66 |
|
|
2023
Q2 | $2.37M | Hold |
32,000
| – | – | 0.23% | 49 |
|
|
2023
Q1 | $2.47M | Hold |
32,000
| – | – | 0.25% | 41 |
|
|
2022
Q4 | $2.68M | Sell |
32,000
-2,000
| -6% | -$162K | 0.25% | 44 |
|
|
2022
Q3 | $2.67M | Hold |
34,000
| – | – | 0.27% | 40 |
|
|
2022
Q2 | $2.63M | Sell |
34,000
-13,332
| -28% | -$1.01M | 0.27% | 42 |
|
|
2022
Q1 | $4.01M | Sell |
47,332
-15,973
| -25% | -$1.28M | 0.36% | 36 |
|
|
2021
Q4 | $5.91M | Buy |
63,305
+6,122
| +11% | +$529K | 0.57% | 34 |
|
|
2021
Q3 | $4.49M | Sell |
57,183
-14,258
| -20% | -$1.15M | 0.43% | 41 |
|
|
2021
Q2 | $5.24M | Buy |
71,441
+46,000
| +181% | +$3.45M | 0.5% | 30 |
|
|
2021
Q1 | $1.92M | Sell |
25,441
-3,183
| -11% | -$248K | 0.22% | 57 |
|
|
2020
Q4 | $2.21M | Sell |
28,624
-120
| -0.4% | -$8.98K | 0.24% | 57 |
|
|
2020
Q3 | $2M | Buy |
28,744
+9,740
| +51% | +$672K | 0.29% | 45 |
|
|
2020
Q2 | $1.14M | Buy |
19,004
+15,104
| +387% | +$904K | 0.13% | 59 |
|
|
2020
Q1 | $235K | Sell |
3,900
-44,720
| -92% | -$2.81M | 0.03% | 95 |
|
|
2019
Q4 | $2.94M | Buy |
48,620
+30,084
| +162% | +$1.76M | 0.16% | 52 |
|
|
2019
Q3 | $1.08M | Buy |
+18,536
| New | +$1M | 0.05% | 73 |
|
|
2019
Q2 | – | Sell |
-8,396
| Closed | -$406K | – | 111 |
|
|
2019
Q1 | $406K | Sell |
8,396
-85,804
| -91% | -$3.92M | 0.01% | 104 |
|
|
2018
Q4 | $4.09M | Buy |
94,200
+17,168
| +22% | +$751K | 0.17% | 54 |
|
|
2018
Q3 | $3.23M | Sell |
77,032
-10,000
| -11% | -$426K | 0.09% | 91 |
|
|
2018
Q2 | $3.63M | Buy |
87,032
+20,000
| +30% | +$808K | 0.11% | 87 |
|
|
2018
Q1 | $2.74M | Buy |
67,032
+51,832
| +341% | +$2M | 0.1% | 110 |
|
|
2017
Q4 | $594K | Sell |
15,200
-5,600
| -27% | -$216K | 0.02% | 140 |
|
|
2017
Q3 | $762K | Buy |
+20,800
| New | +$762K | 0.02% | 132 |
|
|
2014
Q3 | – | Sell |
-254,100
| Closed | -$6.51M | – | 218 |
|
|
2014
Q2 | $6.51M | Buy |
+254,100
| New | +$6.18M | 0.15% | 90 |
|
Other funds holding NEE
NXG Investment Management's NEE Position: Q2 2026 in Review
NXG Investment Management reduced its NextEra Energy (NEE) stake by 49% in Q2 2026, selling an estimated $4.25M and leaving 48,000 shares worth $4.21M. The position accounts for 0.19% of the portfolio, ranked #62.
NXG Investment Management first reported a position in NEE in Q2 2014 and has held it in 31 quarters since. The position peaked at $8.82M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- NXG Investment Management held 48,000 shares of NextEra Energy worth $4.21M as of Q2 2026.
- NXG Investment Management sold 47,000 NextEra Energy shares in Q2 2026, an estimated $4.25M.
- NextEra Energy made up 0.19% of NXG Investment Management's portfolio in Q2 2026, its #62 holding.
- NXG Investment Management first reported a position in NextEra Energy in Q2 2014 and has held it in 31 quarters since.
- NXG Investment Management's NextEra Energy position peaked at $8.82M in Q1 2026.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on NXG Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.