Rafferty 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
Q1 | $15.7M | Sell |
168,549
-60,789
| -27% | -$5.4M | 0.06% | 175 |
|
|
2025
Q4 | $18.4M | Buy |
229,338
+12,526
| +6% | +$1.04M | 0.06% | 165 |
|
|
2025
Q3 | $16.4M | Sell |
216,812
-4,411
| -2% | -$322K | 0.05% | 196 |
|
|
2025
Q2 | $15.4M | Buy |
221,223
+36,170
| +20% | +$2.51M | 0.05% | 201 |
|
|
2025
Q1 | $13.1M | Sell |
185,053
-45,824
| -20% | -$3.23M | 0.06% | 207 |
|
|
2024
Q4 | $16.6M | Sell |
230,877
-5,870
| -2% | -$456K | 0.06% | 185 |
|
|
2024
Q3 | $20M | Buy |
236,747
+13,842
| +6% | +$1.08M | 0.07% | 148 |
|
|
2024
Q2 | $15.8M | Sell |
222,905
-13,177
| -6% | -$935K | 0.06% | 192 |
|
|
2024
Q1 | $15.1M | Buy |
236,082
+7,190
| +3% | +$421K | 0.06% | 205 |
|
|
2023
Q4 | $13.9M | Buy |
228,892
+22,642
| +11% | +$1.29M | 0.06% | 202 |
|
|
2023
Q3 | $11.8M | Buy |
206,250
+21,377
| +12% | +$1.48M | 0.07% | 182 |
|
|
2023
Q2 | $13.7M | Buy |
184,873
+38,960
| +27% | +$2.95M | 0.08% | 151 |
|
|
2023
Q1 | $11.2M | Buy |
145,913
+16,276
| +13% | +$1.25M | 0.08% | 169 |
|
|
2022
Q4 | $10.8M | Buy |
129,637
+56,601
| +77% | +$4.57M | 0.09% | 164 |
|
|
2022
Q3 | $5.73M | Buy |
73,036
+52,744
| +260% | +$4.47M | 0.06% | 309 |
|
|
2022
Q2 | $1.57M | Sell |
20,292
-4,051
| -17% | -$308K | 0.01% | 532 |
|
|
2022
Q1 | $2.06M | Sell |
24,343
-23,397
| -49% | -$1.88M | 0.01% | 592 |
|
|
2021
Q4 | $4.46M | Sell |
47,740
-21,480
| -31% | -$1.86M | 0.02% | 428 |
|
|
2021
Q3 | $5.43M | Buy |
69,220
+23,346
| +51% | +$1.88M | 0.04% | 292 |
|
|
2021
Q2 | $3.36M | Buy |
45,874
+5,988
| +15% | +$449K | 0.02% | 473 |
|
|
2021
Q1 | $3.02M | Sell |
39,886
-6,429
| -14% | -$502K | 0.02% | 490 |
|
|
2020
Q4 | $3.57M | Buy |
46,315
+11,079
| +31% | +$829K | 0.03% | 315 |
|
|
2020
Q3 | $2.44M | Sell |
35,236
-15,936
| -31% | -$1.1M | 0.03% | 361 |
|
|
2020
Q2 | $3.07M | Buy |
51,172
+17,880
| +54% | +$1.07M | 0.04% | 267 |
|
|
2020
Q1 | $2M | Buy |
33,292
+14,100
| +73% | +$886K | 0.08% | 146 |
|
|
2019
Q4 | $1.16M | Sell |
19,192
-7,524
| -28% | -$439K | 0.02% | 516 |
|
|
2019
Q3 | $1.56M | Buy |
26,716
+11,816
| +79% | +$639K | 0.02% | 448 |
|
|
2019
Q2 | $763K | Sell |
14,900
-84
| -0.6% | -$4.13K | 0.01% | 611 |
|
|
2019
Q1 | $724K | Buy |
+14,984
| New | +$685K | 0.01% | 603 |
|
|
2017
Q2 | – | Sell |
-132,244
| Closed | -$4.24M | – | 583 |
|
|
2017
Q1 | $4.24M | Buy |
132,244
+23,612
| +22% | +$742K | 0.09% | 107 |
|
|
2016
Q4 | $3.24M | Buy |
+108,632
| New | +$3.25M | 0.15% | 66 |
|
|
2015
Q2 | – | Sell |
-66,732
| Closed | -$1.74M | – | 566 |
|
|
2015
Q1 | $1.74M | Buy |
+66,732
| New | +$1.76M | 0.13% | 118 |
|
Other funds holding NEE
VCM
VPM
Rafferty Asset Management's NEE Position: Q1 2026 in Review
Rafferty Asset Management reduced its NextEra Energy (NEE) stake by 27% in Q1 2026, selling an estimated $5.4M and leaving 168,549 shares worth $15.7M. The position accounts for 0.06% of the portfolio, ranked #175.
Rafferty Asset Management first reported a position in NEE in Q1 2015 and has held it in 32 quarters since. The position peaked at $20M in Q3 2024. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Rafferty Asset Management held 168,549 shares of NextEra Energy worth $15.7M as of Q1 2026.
- Rafferty Asset Management sold 60,789 NextEra Energy shares in Q1 2026, an estimated $5.4M.
- NextEra Energy made up 0.06% of Rafferty Asset Management's portfolio in Q1 2026, its #175 holding.
- Rafferty Asset Management first reported a position in NextEra Energy in Q1 2015 and has held it in 32 quarters since.
- Rafferty Asset Management's NextEra Energy position peaked at $20M in Q3 2024.
- 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.