Ranch Capital Advisors’s NextEra Energy NEE Stock Holding History

Ranch Capital 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	$1.77M	Buy	20,179 +918	+5%	+$83K	0.56%	60
2026 Q1	$1.79M	Buy	19,261 +311	+2%	+$27.6K	0.65%	50
2025 Q4	$1.52M	Buy	18,950 +2,149	+13%	+$178K	0.56%	56
2025 Q3	$1.27M	Sell	16,801 -30	-0.2%	-$2.19K	0.49%	57
2025 Q2	$1.17M	Buy	16,831 +264	+2%	+$18.3K	0.51%	56
2025 Q1	$1.17M	Sell	16,567 -106	-0.6%	-$7.48K	0.56%	55
2024 Q4	$1.2M	Buy	16,673 +588	+4%	+$45.7K	0.56%	53
2024 Q3	$1.36M	Buy	16,085 +293	+2%	+$22.9K	0.64%	53
2024 Q2	$1.12M	Buy	15,792 +1,743	+12%	+$124K	0.58%	53
2024 Q1	$898K	Buy	14,049 +5,297	+61%	+$310K	0.49%	61
2023 Q4	$532K	Buy	8,752 +241	+3%	+$13.7K	0.33%	86
2023 Q3	$488K	Buy	8,511 +243	+3%	+$16.8K	0.34%	87
2023 Q2	$614K	Sell	8,268 -113	-1%	-$8.55K	0.43%	71
2023 Q1	$646K	Buy	8,381 +2,659	+46%	+$204K	0.47%	68
2022 Q4	$478K	Buy	5,722 +640	+13%	+$51.7K	0.37%	82
2022 Q3	$398K	Hold	5,082	–	–	0.33%	95
2022 Q2	$394K	Hold	5,082	–	–	0.3%	95
2022 Q1	$430K	Hold	5,082	–	–	0.28%	100
2021 Q4	$474K	Hold	5,082	–	–	0.31%	97
2021 Q3	$399K	Buy	+5,082	New	+$410K	0.25%	105
2021 Q2	–	Sell	-5,082	Closed	-$381K	–	117
2021 Q1	$384K	Sell	5,082 -132	-3%	-$10.3K	0.25%	103
2020 Q4	$402K	Sell	5,214 -7,230	-58%	-$541K	0.29%	94
2020 Q3	$863K	Sell	12,444 -3,584	-22%	-$247K	0.69%	34
2020 Q2	$1.14M	Buy	16,028 +300	+2%	+$18K	0.89%	17
2020 Q1	$946K	Buy	15,728 +168	+1%	+$10.6K	0.94%	19
2019 Q4	$942K	Buy	15,560 +1,640	+12%	+$95.8K	0.76%	22
2019 Q3	$811K	Buy	+13,920	New	+$753K	0.87%	26

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

Ranch Capital Advisors's NEE Position: Q2 2026 in Review

Ranch Capital Advisors increased its NextEra Energy (NEE) stake by 4.8% in Q2 2026, buying an estimated $83K and bringing the position to 20,179 shares worth $1.77M. The position accounts for 0.56% of the portfolio, ranked #60.

Ranch Capital Advisors first reported a position in NEE in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.79M in Q1 2026. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Ranch Capital Advisors held 20,179 shares of NextEra Energy worth $1.77M as of Q2 2026.
Ranch Capital Advisors bought 918 NextEra Energy shares in Q2 2026, an estimated $83K.
NextEra Energy made up 0.56% of Ranch Capital Advisors's portfolio in Q2 2026, its #60 holding.
Ranch Capital Advisors first reported a position in NextEra Energy in Q3 2019 and has held it in 27 quarters since.
Ranch Capital Advisors's NextEra Energy position peaked at $1.79M in Q1 2026.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.