South Shore Capital Advisors’s NextEra Energy NEE Stock Holding History

South Shore 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	$714K	Sell	8,135 -512	-6%	-$46.3K	0.48%	48
2026 Q1	$803K	Buy	8,647 +138	+2%	+$12.3K	0.59%	38
2025 Q4	$683K	Buy	+8,509	New	+$705K	0.5%	39
2022 Q3	$433K	Hold	5,522	–	–	1.01%	34
2022 Q2	$428K	Buy	5,522 +28	+0.5%	+$2.13K	0.89%	34
2022 Q1	$465K	Sell	5,494 -107	-2%	-$8.57K	0.76%	41
2021 Q4	$523K	Buy	5,601 +734	+15%	+$63.4K	0.85%	39
2021 Q3	$382K	Sell	4,867 -39	-0.8%	-$3.15K	0.69%	55
2021 Q2	$360K	Hold	4,906	–	–	0.64%	59
2021 Q1	$371K	Buy	4,906 +218	+5%	+$17K	0.37%	77
2020 Q4	$362K	Buy	+4,688	New	+$351K	0.36%	74

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 $3.38T AUM 44.17% 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

South Shore Capital Advisors's NEE Position: Q2 2026 in Review

South Shore Capital Advisors reduced its NextEra Energy (NEE) stake by 5.9% in Q2 2026, selling an estimated $46.3K and leaving 8,135 shares worth $714K. The position accounts for 0.48% of the portfolio, ranked #48.

South Shore Capital Advisors first reported a position in NEE in Q4 2020 and has held it in 11 quarters since. The position peaked at $803K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

South Shore Capital Advisors held 8,135 shares of NextEra Energy worth $714K as of Q2 2026.
South Shore Capital Advisors sold 512 NextEra Energy shares in Q2 2026, an estimated $46.3K.
NextEra Energy made up 0.48% of South Shore Capital Advisors's portfolio in Q2 2026, its #48 holding.
South Shore Capital Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 11 quarters since.
South Shore Capital Advisors's NextEra Energy position peaked at $803K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.