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Salem Investment Counselors’s NextEra Energy NEE Stock Holding History

Salem Investment Counselors’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 		$5.97M Buy
68,034
+775
+1% +$70.1K 0.15% 93
2026
Q1 		$6.25M Buy
67,259
+420
+0.6% +$37.3K 0.18% 84
2025
Q4 		$5.37M Sell
66,839
-378
-0.6% -$31.3K 0.15% 89
2025
Q3 		$5.07M Sell
67,217
-407
-0.6% -$29.7K 0.15% 89
2025
Q2 		$4.69M Sell
67,624
-171
-0.3% -$11.9K 0.15% 92
2025
Q1 		$4.81M Sell
67,795
-43
-0.1% -$3.04K 0.17% 87
2024
Q4 		$4.86M Buy
67,838
+1,263
+2% +$98.1K 0.16% 88
2024
Q3 		$5.63M Buy
66,575
+817
+1% +$63.8K 0.17% 83
2024
Q2 		$4.66M Sell
65,758
-655
-1% -$46.5K 0.15% 90
2024
Q1 		$4.24M Buy
66,413
+701
+1% +$41.1K 0.14% 99
2023
Q4 		$3.99M Sell
65,712
-2,965
-4% -$169K 0.14% 97
2023
Q3 		$3.93M Sell
68,677
-369
-0.5% -$25.5K 0.15% 94
2023
Q2 		$5.12M Sell
69,046
-1
-0% -$76 0.19% 77
2023
Q1 		$5.32M Buy
69,047
+12,545
+22% +$965K 0.21% 80
2022
Q4 		$4.72M Buy
56,502
+835
+1% +$67.5K 0.2% 81
2022
Q3 		$4.37M Sell
55,667
-1,276
-2% -$108K 0.2% 81
2022
Q2 		$4.41M Buy
56,943
+1,171
+2% +$89.2K 0.2% 81
2022
Q1 		$4.72M Sell
55,772
-369
-0.7% -$29.6K 0.19% 81
2021
Q4 		$5.24M Buy
56,141
+2,964
+6% +$256K 0.18% 81
2021
Q3 		$4.17M Buy
53,177
+570
+1% +$46K 0.23% 86
2021
Q2 		$3.85M Buy
52,607
+2,345
+5% +$176K 0.21% 91
2021
Q1 		$3.8M Buy
50,262
+1,094
+2% +$85.4K 0.23% 89
2020
Q4 		$3.79M Buy
49,168
+960
+2% +$71.8K 0.25% 83
2020
Q3 		$3.35M Sell
48,208
-1,272
-3% -$87.8K 0.26% 82
2020
Q2 		$2.97M Sell
49,480
-808
-2% -$48.4K 0.25% 81
2020
Q1 		$3.02M Buy
50,288
+1,600
+3% +$101K 0.31% 69
2019
Q4 		$2.95M Buy
48,688
+2,444
+5% +$143K 0.24% 89
2019
Q3 		$2.69M Buy
46,244
+380
+0.8% +$20.6K 0.25% 87
2019
Q2 		$2.35M Buy
45,864
+10,192
+29% +$501K 0.22% 101
2019
Q1 		$1.5M Hold
35,672
– – 0.15% 105
2018
Q4 		$1.55M Hold
35,672
– – 0.2% 87
2018
Q3 		$1.5M Sell
35,672
-172
-0.5% -$7.32K 0.15% 105
2018
Q2 		$1.5M Sell
35,844
-300
-0.8% -$12.1K 0.14% 105
2018
Q1 		$1.48M Buy
36,144
+160
+0.4% +$6.17K 0.17% 100
2017
Q4 		$1.41M Buy
35,984
+500
+1% +$19.3K 0.15% 105
2017
Q3 		$1.3M Sell
35,484
-776
-2% -$28.4K 0.15% 107
2017
Q2 		$1.27M Buy
36,260
+256
+0.7% +$8.75K 0.15% 109
2017
Q1 		$1.15M Buy
36,004
+4,048
+13% +$127K 0.12% 131
2016
Q4 		$954K Sell
31,956
-11,860
-27% -$354K 0.11% 133
2016
Q3 		$13.4K Sell
43,816
-1,380
-3% -$43.5K 0.17% 107
2016
Q2 		$1.47M Sell
45,196
-920
-2% -$27.6K 0.18% 110
2016
Q1 		$1.36M Buy
46,116
+660
+1% +$18.5K 0.17% 112
2015
Q4 		$1.18M Sell
45,456
-800
-2% -$20.2K 0.15% 118
2015
Q3 		$1.12M Buy
46,256
+9,656
+26% +$246K 0.15% 122
2015
Q2 		$897K Sell
36,600
-9,856
-21% -$251K 0.11% 145
2015
Q1 		$1.21M Sell
46,456
-160
-0.3% -$4.22K 0.14% 127
2014
Q4 		$1.24M Buy
46,616
+2,160
+5% +$54.5K 0.15% 125
2014
Q3 		$1.04M Sell
44,456
-1,200
-3% -$29K 0.13% 137
2014
Q2 		$1.17M Sell
45,656
-2,720
-6% -$66.2K 0.14% 135
2014
Q1 		$1.16M Buy
48,376
+1,200
+3% +$27.2K 0.14% 137
2013
Q4 		$1.01M Buy
47,176
+2,000
+4% +$42.2K 0.13% 140
2013
Q3 		$905K Sell
45,176
-40
-0.1% -$826 0.13% 144
2013
Q2 		$921K Buy
+45,216
New +$897K 0.13% 136

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Salem Investment Counselors's NEE Position: Q2 2026 in Review

Salem Investment Counselors increased its NextEra Energy (NEE) stake by 1.2% in Q2 2026, buying an estimated $70.1K and bringing the position to 68,034 shares worth $5.97M. The position accounts for 0.15% of the portfolio, ranked #93.

Salem Investment Counselors first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.25M in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Salem Investment Counselors held 68,034 shares of NextEra Energy worth $5.97M as of Q2 2026.
  • Salem Investment Counselors bought 775 NextEra Energy shares in Q2 2026, an estimated $70.1K.
  • NextEra Energy made up 0.15% of Salem Investment Counselors's portfolio in Q2 2026, its #93 holding.
  • Salem Investment Counselors first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Salem Investment Counselors's NextEra Energy position peaked at $6.25M in Q1 2026.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.