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Seneca House Advisors’s NextEra Energy NEE Stock Holding History

Seneca House 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 		$494K Sell
5,630
-313
-5% -$28.3K 0.17% 73
2026
Q1 		$552K Sell
5,943
-26,087
-81% -$2.32M 0.22% 69
2025
Q4 		$2.57M Sell
32,030
-2,488
-7% -$206K 0.96% 30
2025
Q3 		$2.61M Sell
34,518
-33,233
-49% -$2.43M 1.05% 23
2025
Q2 		$4.7M Buy
67,751
+2,322
+4% +$161K 2% 16
2025
Q1 		$0 Buy
65,429
+2,800
+4% +$198K ﹤0.01% 90
2024
Q4 		$4.49M Buy
62,629
+6,380
+11% +$496K 1.78% 21
2024
Q3 		$4.75M Buy
56,249
+1,625
+3% +$127K 2% 21
2024
Q2 		$3.87M Sell
54,624
-49
-0.1% -$3.48K 1.68% 23
2024
Q1 		$3.49M Buy
54,673
+4,162
+8% +$244K 1.52% 24
2023
Q4 		$3.07M Buy
50,511
+1,502
+3% +$85.6K 1.42% 26
2023
Q3 		$2.42M Buy
49,009
+4,140
+9% +$287K 1.26% 27
2023
Q2 		$3.33M Buy
44,869
+539
+1% +$40.8K 1.66% 26
2023
Q1 		$3.42M Buy
44,330
+13,417
+43% +$1.03M 1.77% 25
2022
Q4 		$2.58M Buy
30,913
+12,554
+68% +$1.01M 1.43% 27
2022
Q3 		$1.44M Buy
18,359
+621
+4% +$52.7K 1.07% 31
2022
Q2 		$1.37M Buy
17,738
+2,477
+16% +$189K 0.9% 35
2022
Q1 		$1.29M Buy
15,261
+6,877
+82% +$551K 0.68% 41
2021
Q4 		$783K Buy
8,384
+1,729
+26% +$149K 0.41% 51
2021
Q3 		$523K Buy
6,655
+3,520
+112% +$284K 0.31% 56
2021
Q2 		$230K Buy
+3,135
New +$235K 0.15% 76

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Seneca House Advisors's NEE Position: Q2 2026 in Review

Seneca House Advisors reduced its NextEra Energy (NEE) stake by 5.3% in Q2 2026, selling an estimated $28.3K and leaving 5,630 shares worth $494K. The position accounts for 0.17% of the portfolio, ranked #73.

Seneca House Advisors first reported a position in NEE in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.75M in Q3 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Seneca House Advisors held 5,630 shares of NextEra Energy worth $494K as of Q2 2026.
  • Seneca House Advisors sold 313 NextEra Energy shares in Q2 2026, an estimated $28.3K.
  • NextEra Energy made up 0.17% of Seneca House Advisors's portfolio in Q2 2026, its #73 holding.
  • Seneca House Advisors first reported a position in NextEra Energy in Q2 2021 and has held it in 21 quarters since.
  • Seneca House Advisors's NextEra Energy position peaked at $4.75M in Q3 2024.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.