Southeast Asset Advisors’s NextEra Energy NEE Stock Holding History

Southeast Asset 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	$945K	Buy	10,763 +22	+0.2%	+$1.99K	0.1%	112
2026 Q1	$998K	Hold	10,741	–	–	0.11%	103
2025 Q4	$862K	Hold	10,741	–	–	0.08%	113
2025 Q3	$811K	Hold	10,741	–	–	0.09%	112
2025 Q2	$746K	Sell	10,741 -159	-1%	-$11K	0.09%	102
2025 Q1	$773K	Buy	10,900 +460	+4%	+$32.5K	0.09%	101
2024 Q4	$748K	Hold	10,440	–	–	0.09%	98
2024 Q3	$882K	Hold	10,440	–	–	0.1%	91
2024 Q2	$739K	Hold	10,440	–	–	0.09%	95
2024 Q1	$667K	Hold	10,440	–	–	0.08%	105
2023 Q4	$634K	Hold	10,440	–	–	0.08%	104
2023 Q3	$598K	Buy	10,440 +20	+0.2%	+$1.39K	0.08%	99
2023 Q2	$773K	Hold	10,420	–	–	0.11%	87
2023 Q1	$803K	Buy	10,420 +16	+0.2%	+$1.23K	0.12%	82
2022 Q4	$870K	Sell	10,404 -51	-0.5%	-$4.12K	0.14%	68
2022 Q3	$820K	Hold	10,455	–	–	0.14%	68
2022 Q2	$810K	Buy	10,455 +4	+0%	+$305	0.13%	81
2022 Q1	$885K	Buy	10,451 +51	+0.5%	+$4.09K	0.12%	84
2021 Q4	$971K	Sell	10,400 -24	-0.2%	-$2.07K	0.13%	81
2021 Q3	$818K	Sell	10,424 -176	-2%	-$14.2K	0.13%	85
2021 Q2	$777K	Hold	10,600	–	–	0.13%	86
2021 Q1	$801K	Hold	10,600	–	–	0.14%	79
2020 Q4	$818K	Hold	10,600	–	–	0.16%	75
2020 Q3	$736K	Hold	10,600	–	–	0.17%	72
2020 Q2	$636K	Hold	10,600	–	–	0.16%	74
2020 Q1	$638K	Hold	10,600	–	–	0.19%	60
2019 Q4	$642K	Hold	10,600	–	–	0.15%	67
2019 Q3	$617K	Buy	10,600 +600	+6%	+$32.5K	0.16%	67
2019 Q2	$512K	Hold	10,000	–	–	0.13%	73
2019 Q1	$483K	Hold	10,000	–	–	0.13%	77
2018 Q4	$435K	Hold	10,000	–	–	0.13%	73
2018 Q3	$419K	Sell	10,000 -3,520	-26%	-$150K	0.11%	81
2018 Q2	$565K	Sell	13,520 -7,000	-34%	-$283K	0.16%	60
2018 Q1	$838K	Hold	20,520	–	–	0.25%	50
2017 Q4	$801K	Hold	20,520	–	–	0.24%	56
2017 Q3	$752K	Hold	20,520	–	–	0.24%	54
2017 Q2	$719K	Hold	20,520	–	–	0.23%	53
2017 Q1	$659K	Hold	20,520	–	–	0.21%	57
2016 Q4	$613K	Sell	20,520 -680	-3%	-$20.3K	0.19%	59
2016 Q3	$648K	Sell	21,200 -1,280	-6%	-$40.3K	0.22%	58
2016 Q2	$733K	Hold	22,480	–	–	0.24%	52
2016 Q1	$665K	Hold	22,480	–	–	0.22%	55
2015 Q4	$584K	Buy	22,480 +2,480	+12%	+$62.7K	0.2%	54
2015 Q3	$488K	Sell	20,000 -4,000	-17%	-$102K	0.19%	51
2015 Q2	$588K	Hold	24,000	–	–	0.21%	52
2015 Q1	$624K	Hold	24,000	–	–	0.22%	50
2014 Q4	$638K	Hold	24,000	–	–	0.23%	53
2014 Q3	$563K	Hold	24,000	–	–	0.22%	56
2014 Q2	$615K	Hold	24,000	–	–	0.23%	54
2014 Q1	$574K	Hold	24,000	–	–	0.22%	53
2013 Q4	$514K	Sell	24,000 -1,200	-5%	-$25.3K	0.2%	58
2013 Q3	$505K	Buy	25,200 +1,200	+5%	+$24.8K	0.22%	63
2013 Q2	$489K	Buy	+24,000	New	+$476K	0.22%	55

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 $3.37T AUM 44.26% 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

Southeast Asset Advisors's NEE Position: Q2 2026 in Review

Southeast Asset Advisors increased its NextEra Energy (NEE) stake by 0.2% in Q2 2026, buying an estimated $1.99K and bringing the position to 10,763 shares worth $945K. The position accounts for 0.1% of the portfolio, ranked #112.

Southeast Asset Advisors first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $998K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Southeast Asset Advisors held 10,763 shares of NextEra Energy worth $945K as of Q2 2026.
Southeast Asset Advisors bought 22 NextEra Energy shares in Q2 2026, an estimated $1.99K.
NextEra Energy made up 0.1% of Southeast Asset Advisors's portfolio in Q2 2026, its #112 holding.
Southeast Asset Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
Southeast Asset Advisors's NextEra Energy position peaked at $998K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.