Powell Investment Advisors’s NextEra Energy NEE Stock Holding History

Powell Investment 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	$621K	Hold	7,080	–	–	0.2%	69
2026 Q1	$658K	Hold	7,080	–	–	0.23%	67
2025 Q4	$568K	Hold	7,080	–	–	0.2%	74
2025 Q3	$534K	Hold	7,080	–	–	0.19%	78
2025 Q2	$491K	Hold	7,080	–	–	0.18%	77
2025 Q1	$502K	Sell	7,080 -250	-3%	-$17.6K	0.25%	63
2024 Q4	$525K	Hold	7,330	–	–	0.24%	64
2024 Q3	$620K	Hold	7,330	–	–	0.29%	52
2024 Q2	$519K	Sell	7,330 -2,000	-21%	-$142K	0.27%	57
2024 Q1	$596K	Hold	9,330	–	–	0.31%	49
2023 Q4	$567K	Hold	9,330	–	–	0.31%	52
2023 Q3	$535K	Hold	9,330	–	–	0.32%	52
2023 Q2	$692K	Hold	9,330	–	–	0.4%	41
2023 Q1	$719K	Sell	9,330 -1,526	-14%	-$117K	0.4%	40
2022 Q4	$908K	Hold	10,856	–	–	0.53%	32
2022 Q3	$851K	Hold	10,856	–	–	0.56%	26
2022 Q2	$841K	Hold	10,856	–	–	0.51%	26
2022 Q1	$920K	Buy	10,856 +16	+0.1%	+$1.28K	0.54%	25
2021 Q4	$1.01M	Hold	10,840	–	–	0.58%	22
2021 Q3	$851K	Hold	10,840	–	–	0.53%	28
2021 Q2	$794K	Hold	10,840	–	–	0.49%	28
2021 Q1	$820K	Hold	10,840	–	–	0.54%	24
2020 Q4	$836K	Hold	10,840	–	–	0.64%	21
2020 Q3	$752K	Hold	10,840	–	–	0.65%	23
2020 Q2	$651K	Hold	10,840	–	–	0.63%	27
2020 Q1	$652K	Hold	10,840	–	–	0.79%	22
2019 Q4	$656K	Buy	+10,840	New	+$633K	0.68%	33

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Powell Investment Advisors's NEE Position: Q2 2026 in Review

Powell Investment Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 7,080 shares worth $621K. The position accounts for 0.2% of the portfolio, ranked #69.

Powell Investment Advisors first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.01M in Q4 2021. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Powell Investment Advisors held 7,080 shares of NextEra Energy worth $621K as of Q2 2026.
Powell Investment Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.2% of Powell Investment Advisors's portfolio in Q2 2026, its #69 holding.
Powell Investment Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
Powell Investment Advisors's NextEra Energy position peaked at $1.01M in Q4 2021.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.