Sound Income Strategies’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
Q2 | $1.42M | Buy |
16,158
+706
| +5% | +$63.9K | 0.06% | 182 |
|
|
2026
Q1 | $1.43M | Sell |
15,452
-6,981
| -31% | -$621K | 0.07% | 160 |
|
|
2025
Q4 | $1.88M | Sell |
22,433
-181
| -0.8% | -$15K | 0.09% | 146 |
|
|
2025
Q3 | $1.89M | Sell |
22,614
-13,285
| -37% | -$971K | 0.1% | 136 |
|
|
2025
Q2 | $2.49M | Buy |
35,899
+11,627
| +48% | +$808K | 0.14% | 117 |
|
|
2025
Q1 | $1.72M | Buy |
24,272
+236
| +1% | +$16.7K | 0.1% | 127 |
|
|
2024
Q4 | $1.72M | Buy |
24,036
+677
| +3% | +$52.6K | 0.11% | 119 |
|
|
2024
Q3 | $1.97M | Sell |
23,359
-3,828
| -14% | -$299K | 0.13% | 116 |
|
|
2024
Q2 | $1.93M | Buy |
27,187
+821
| +3% | +$58.3K | 0.12% | 116 |
|
|
2024
Q1 | $1.69M | Buy |
26,366
+279
| +1% | +$16.3K | 0.13% | 110 |
|
|
2023
Q4 | $1.58M | Buy |
26,087
+4,927
| +23% | +$281K | 0.13% | 98 |
|
|
2023
Q3 | $1.21M | Buy |
21,160
+112
| +0.5% | +$7.75K | 0.1% | 96 |
|
|
2023
Q2 | $1.56M | Buy |
21,048
+2,264
| +12% | +$171K | 0.16% | 87 |
|
|
2023
Q1 | $1.45M | Buy |
18,784
+70
| +0.4% | +$5.38K | 0.16% | 87 |
|
|
2022
Q4 | $1.56M | Buy |
18,714
+312
| +2% | +$25.2K | 0.2% | 77 |
|
|
2022
Q3 | $1.44M | Sell |
18,402
-3
| -0% | -$255 | 0.21% | 76 |
|
|
2022
Q2 | $1.43M | Buy |
18,405
+426
| +2% | +$32.4K | 0.19% | 75 |
|
|
2022
Q1 | $1.52M | Sell |
17,979
-589
| -3% | -$47.2K | 0.18% | 75 |
|
|
2021
Q4 | $1.73M | Buy |
18,568
+65
| +0.4% | +$5.62K | 0.2% | 77 |
|
|
2021
Q3 | $1.45M | Sell |
18,503
-27
| -0.1% | -$2.18K | 0.19% | 80 |
|
|
2021
Q2 | $1.36M | Buy |
18,530
+887
| +5% | +$66.6K | 0.2% | 75 |
|
|
2021
Q1 | $1.33M | Buy |
17,643
+14,531
| +467% | +$1.13M | 0.23% | 74 |
|
|
2020
Q4 | $240K | Buy |
3,112
+84
| +3% | +$6.28K | 0.05% | 111 |
|
|
2020
Q3 | $210K | Buy |
3,028
+96
| +3% | +$6.63K | 0.06% | 92 |
|
|
2020
Q2 | $176K | Sell |
2,932
-1,276
| -30% | -$76.4K | 0.05% | 74 |
|
|
2020
Q1 | $253K | Buy |
4,208
+2,012
| +92% | +$126K | 0.09% | 59 |
|
|
2019
Q4 | $133K | Buy |
2,196
+604
| +38% | +$35.3K | 0.04% | 70 |
|
|
2019
Q3 | $93K | Sell |
1,592
-2,296
| -59% | -$124K | 0.03% | 83 |
|
|
2019
Q2 | $199K | Hold |
3,888
| – | – | 0.07% | 55 |
|
|
2019
Q1 | $188K | Buy |
3,888
+784
| +25% | +$35.8K | 0.09% | 60 |
|
|
2018
Q4 | $135K | Buy |
3,104
+2,400
| +341% | +$105K | 0.07% | 72 |
|
|
2018
Q3 | $29K | Hold |
704
| – | – | 0.01% | 188 |
|
|
2018
Q2 | $29K | Sell |
704
-44
| -6% | -$1.78K | 0.02% | 173 |
|
|
2018
Q1 | $31K | Buy |
748
+456
| +156% | +$17.6K | 0.02% | 158 |
|
|
2017
Q4 | $11K | Buy |
+292
| New | +$11.3K | 0.01% | 206 |
|
Other funds holding NEE
COPPSERS
DC
Sound Income Strategies's NEE Position: Q2 2026 in Review
Sound Income Strategies increased its NextEra Energy (NEE) stake by 4.6% in Q2 2026, buying an estimated $63.9K and bringing the position to 16,158 shares worth $1.42M. The position accounts for 0.06% of the portfolio, ranked #182.
Sound Income Strategies first reported a position in NEE in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.49M in Q2 2025. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Sound Income Strategies held 16,158 shares of NextEra Energy worth $1.42M as of Q2 2026.
- Sound Income Strategies bought 706 NextEra Energy shares in Q2 2026, an estimated $63.9K.
- NextEra Energy made up 0.06% of Sound Income Strategies's portfolio in Q2 2026, its #182 holding.
- Sound Income Strategies first reported a position in NextEra Energy in Q4 2017 and has held it in 35 quarters since.
- Sound Income Strategies's NextEra Energy position peaked at $2.49M in Q2 2025.
- 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.