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Signature Estate & Investment Advisors’s NextEra Energy NEE Stock Holding History

Signature Estate & 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 		$1.19M Sell
13,537
-4,205
-24% -$380K 0.02% 242
2026
Q1 		$1.65M Sell
17,742
-8,411
-32% -$748K 0.03% 192
2025
Q4 		$2.1M Sell
26,153
-431,767
-94% -$35.8M 0.04% 160
2025
Q3 		$34.6M Sell
457,920
-70,388
-13% -$5.14M 0.74% 29
2025
Q2 		$36.7M Buy
528,308
+9,183
+2% +$638K 0.85% 26
2025
Q1 		$36.8M Sell
519,125
-330,468
-39% -$23.3M 0.97% 25
2024
Q4 		$60.9M Buy
849,593
+56,813
+7% +$4.41M 1.53% 20
2024
Q3 		$67M Buy
792,780
+86,748
+12% +$6.77M 1.55% 14
2024
Q2 		$50M Buy
706,032
+442,515
+168% +$31.4M 1.25% 27
2024
Q1 		$16.8M Buy
263,517
+40,078
+18% +$2.35M 0.48% 34
2023
Q4 		$13.6M Sell
223,439
-391,213
-64% -$22.3M 0.4% 42
2023
Q3 		$35.2M Buy
614,652
+78,558
+15% +$5.44M 1.19% 29
2023
Q2 		$39.8M Buy
536,094
+25,879
+5% +$1.96M 1.32% 28
2023
Q1 		$39.3M Buy
510,215
+33,677
+7% +$2.59M 1.38% 26
2022
Q4 		$39.8M Buy
476,538
+9,249
+2% +$747K 1.43% 23
2022
Q3 		$36.6M Sell
467,289
-54,808
-10% -$4.65M 1.72% 18
2022
Q2 		$40.4M Buy
522,097
+383,277
+276% +$29.2M 2.04% 12
2022
Q1 		$11.8M Buy
138,820
+16,437
+13% +$1.32M 0.54% 33
2021
Q4 		$11.4M Buy
122,383
+5,235
+4% +$452K 0.51% 35
2021
Q3 		$9.2M Buy
117,148
+3,174
+3% +$256K 0.45% 36
2021
Q2 		$8.35M Buy
113,974
+15,089
+15% +$1.13M 0.38% 40
2021
Q1 		$7.48M Buy
98,885
+11,316
+13% +$883K 0.36% 41
2020
Q4 		$6.76M Buy
87,569
+2,081
+2% +$156K 0.36% 40
2020
Q3 		$5.93M Buy
85,488
+1,840
+2% +$127K 0.37% 41
2020
Q2 		$5.02M Buy
83,648
+2,012
+2% +$120K 0.36% 40
2020
Q1 		$4.91M Sell
81,636
-12,156
-13% -$764K 0.39% 38
2019
Q4 		$5.68M Sell
93,792
-1,240
-1% -$72.4K 0.35% 45
2019
Q3 		$5.54M Buy
95,032
+3,300
+4% +$179K 0.37% 43
2019
Q2 		$4.7M Buy
91,732
+2,068
+2% +$102K 0.31% 50
2019
Q1 		$4.33M Sell
89,664
-2,316
-3% -$106K 0.29% 52
2018
Q4 		$4M Buy
91,980
+4,080
+5% +$178K 0.35% 48
2018
Q3 		$3.68M Buy
87,900
+6,792
+8% +$289K 0.33% 48
2018
Q2 		$3.39M Buy
81,108
+12,628
+18% +$510K 0.32% 50
2018
Q1 		$2.8M Buy
68,480
+11,592
+20% +$447K 0.28% 54
2017
Q4 		$2.22M Buy
56,888
+1,628
+3% +$62.9K 0.23% 63
2017
Q3 		$2.02M Buy
55,260
+7,556
+16% +$277K 0.23% 59
2017
Q2 		$1.67M Buy
47,704
+9,932
+26% +$339K 0.2% 57
2017
Q1 		$1.21M Buy
37,772
+6,360
+20% +$200K 0.15% 67
2016
Q4 		$938K Buy
31,412
+9,068
+41% +$271K 0.13% 74
2016
Q3 		$683K Buy
+22,344
New +$704K 0.1% 80

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Signature Estate & Investment Advisors's NEE Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its NextEra Energy (NEE) stake by 24% in Q2 2026, selling an estimated $380K and leaving 13,537 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #242.

Signature Estate & Investment Advisors first reported a position in NEE in Q3 2016 and has held it in 40 quarters since. The position peaked at $67M in Q3 2024. 1,977 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Signature Estate & Investment Advisors held 13,537 shares of NextEra Energy worth $1.19M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 4,205 NextEra Energy shares in Q2 2026, an estimated $380K.
  • NextEra Energy made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #242 holding.
  • Signature Estate & Investment Advisors first reported a position in NextEra Energy in Q3 2016 and has held it in 40 quarters since.
  • Signature Estate & Investment Advisors's NextEra Energy position peaked at $67M in Q3 2024.
  • 1,977 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.