Old Port Advisors’s NextEra Energy NEE Stock Holding History

Old Port 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	–	Sell	-2,232	Closed	-$207K	–	270
2026 Q1	$207K	Buy	+2,232	New	+$198K	0.05%	233
2024 Q4	–	Sell	-2,640	Closed	-$223K	–	238
2024 Q3	$223K	Buy	+2,640	New	+$206K	0.06%	216
2023 Q1	$259K	Sell	3,302 -91	-3%	-$7K	0.09%	182
2022 Q4	$284K	Sell	3,393 -18	-0.5%	-$1.45K	0.11%	174
2022 Q3	$279K	Hold	3,411	–	–	0.11%	175
2022 Q2	$270K	Sell	3,411 -80	-2%	-$6.09K	0.1%	184
2022 Q1	$299K	Buy	3,491 +18	+0.5%	+$1.44K	0.1%	185
2021 Q4	$298K	Buy	3,473 +402	+13%	+$34.7K	0.1%	181
2021 Q3	$249K	Buy	3,071 +15	+0.5%	+$1.21K	0.09%	187
2021 Q2	$231K	Buy	3,056 +191	+7%	+$14.3K	0.08%	200
2021 Q1	$217K	Buy	+2,865	New	+$224K	0.09%	201
2020 Q4	–	Sell	-3,468	Closed	-$241K	–	193
2020 Q3	$241K	Buy	3,468 +56	+2%	+$3.87K	0.12%	151
2020 Q2	$205K	Hold	3,412	–	–	0.11%	162
2020 Q1	$205K	Buy	+3,412	New	+$214K	0.13%	154

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Old Port Advisors's NEE Position: Q2 2026 in Review

Old Port Advisors sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,232 shares — an estimated $207K sold.

Old Port Advisors first reported a position in NEE in Q1 2020 and held it in 14 quarters. The position peaked at $299K in Q1 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Old Port Advisors reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Old Port Advisors sold 2,232 NextEra Energy shares in Q2 2026, an estimated $207K.
Old Port Advisors first reported a position in NextEra Energy in Q1 2020 and held it in 14 quarters.
Old Port Advisors's NextEra Energy position peaked at $299K in Q1 2022.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.