O'Shaughnessy Asset 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 | $37.6M | Sell |
428,229
-73,681
| -15% | -$6.66M | 0.17% | 122 |
|
|
2026
Q1 | $46.6M | Buy |
501,910
+85,875
| +21% | +$7.63M | 0.23% | 90 |
|
|
2025
Q4 | $33.4M | Buy |
416,035
+52,302
| +14% | +$4.33M | 0.18% | 118 |
|
|
2025
Q3 | $27.5M | Buy |
363,733
+32,051
| +10% | +$2.34M | 0.16% | 135 |
|
|
2025
Q2 | $23M | Buy |
331,682
+38,874
| +13% | +$2.7M | 0.16% | 146 |
|
|
2025
Q1 | $20.8M | Buy |
292,808
+43,214
| +17% | +$3.05M | 0.17% | 138 |
|
|
2024
Q4 | $17.9M | Buy |
249,594
+15,181
| +6% | +$1.18M | 0.15% | 141 |
|
|
2024
Q3 | $19.4M | Buy |
234,413
+19,372
| +9% | +$1.51M | 0.17% | 131 |
|
|
2024
Q2 | $15.2M | Buy |
215,041
+67,441
| +46% | +$4.79M | 0.16% | 138 |
|
|
2024
Q1 | $9.43M | Buy |
147,600
+30,457
| +26% | +$1.78M | 0.1% | 225 |
|
|
2023
Q4 | $7.12M | Buy |
117,143
+26,323
| +29% | +$1.5M | 0.09% | 245 |
|
|
2023
Q3 | $5.2M | Buy |
90,820
+801
| +0.9% | +$55.5K | 0.08% | 278 |
|
|
2023
Q2 | $6.68M | Buy |
90,019
+36
| +0% | +$2.73K | 0.1% | 223 |
|
|
2023
Q1 | $6.94M | Sell |
89,983
-16,690
| -16% | -$1.28M | 0.11% | 206 |
|
|
2022
Q4 | $8.92M | Buy |
106,673
+2,809
| +3% | +$227K | 0.15% | 169 |
|
|
2022
Q3 | $8.14M | Buy |
103,864
+16,406
| +19% | +$1.39M | 0.15% | 161 |
|
|
2022
Q2 | $6.77M | Buy |
87,458
+13,317
| +18% | +$1.01M | 0.13% | 184 |
|
|
2022
Q1 | $6.28M | Buy |
74,141
+19,451
| +36% | +$1.56M | 0.1% | 211 |
|
|
2021
Q4 | $5.11M | Sell |
54,690
-48,647
| -47% | -$4.2M | 0.09% | 226 |
|
|
2021
Q3 | $8.12M | Buy |
103,337
+8,851
| +9% | +$714K | 0.17% | 136 |
|
|
2021
Q2 | $6.92M | Sell |
94,486
-2,315
| -2% | -$174K | 0.14% | 155 |
|
|
2021
Q1 | $7.32M | Buy |
96,801
+1,839
| +2% | +$144K | 0.16% | 132 |
|
|
2020
Q4 | $7.33M | Buy |
94,962
+72,982
| +332% | +$5.46M | 0.2% | 95 |
|
|
2020
Q3 | $1.52M | Buy |
21,980
+6,404
| +41% | +$442K | 0.05% | 217 |
|
|
2020
Q2 | $935K | Buy |
15,576
+13,240
| +567% | +$792K | 0.03% | 284 |
|
|
2020
Q1 | $141K | Sell |
2,336
-1,836
| -44% | -$115K | ﹤0.01% | 556 |
|
|
2019
Q4 | $253K | Buy |
4,172
+4,164
| +52,050% | +$243K | 0.01% | 557 |
|
|
2019
Q3 | $0 | Buy |
8
+4
| +100% | +$216 | ﹤0.01% | 1153 |
|
|
2019
Q2 | $0 | Buy |
+4
| New | +$197 | ﹤0.01% | 1139 |
|
|
2015
Q3 | – | Sell |
-360
| Closed | -$9K | – | 980 |
|
|
2015
Q2 | $9K | Buy |
360
+52
| +17% | +$1.32K | ﹤0.01% | 759 |
|
|
2015
Q1 | $8K | Buy |
+308
| New | +$8.12K | ﹤0.01% | 767 |
|
Other funds holding NEE
O'Shaughnessy Asset Management's NEE Position: Q2 2026 in Review
O'Shaughnessy Asset Management reduced its NextEra Energy (NEE) stake by 15% in Q2 2026, selling an estimated $6.66M and leaving 428,229 shares worth $37.6M. The position accounts for 0.17% of the portfolio, ranked #122.
O'Shaughnessy Asset Management first reported a position in NEE in Q1 2015 and has held it in 31 quarters since. The position peaked at $46.6M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- O'Shaughnessy Asset Management held 428,229 shares of NextEra Energy worth $37.6M as of Q2 2026.
- O'Shaughnessy Asset Management sold 73,681 NextEra Energy shares in Q2 2026, an estimated $6.66M.
- NextEra Energy made up 0.17% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #122 holding.
- O'Shaughnessy Asset Management first reported a position in NextEra Energy in Q1 2015 and has held it in 31 quarters since.
- O'Shaughnessy Asset Management's NextEra Energy position peaked at $46.6M in Q1 2026.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.