Sowell Financial Services’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 | $2.5M | Sell |
28,521
-432
| -1% | -$39.1K | 0.08% | 259 |
|
|
2026
Q1 | $2.69M | Sell |
28,953
-299
| -1% | -$26.6K | 0.1% | 217 |
|
|
2025
Q4 | $2.35M | Sell |
29,252
-97
| -0.3% | -$8.03K | 0.09% | 244 |
|
|
2025
Q3 | $2.22M | Sell |
29,349
-121
| -0.4% | -$8.84K | 0.09% | 254 |
|
|
2025
Q2 | $2.05M | Sell |
29,470
-9,947
| -25% | -$691K | 0.08% | 258 |
|
|
2025
Q1 | $2.79M | Buy |
39,417
+9,785
| +33% | +$691K | 0.13% | 165 |
|
|
2024
Q4 | $2.12M | Buy |
29,632
+6,849
| +30% | +$532K | 0.11% | 204 |
|
|
2024
Q3 | $1.93M | Sell |
22,783
-957
| -4% | -$74.7K | 0.09% | 242 |
|
|
2024
Q2 | $1.68M | Buy |
23,740
+713
| +3% | +$50.6K | 0.08% | 253 |
|
|
2024
Q1 | $1.47M | Sell |
23,027
-4,945
| -18% | -$290K | 0.07% | 283 |
|
|
2023
Q4 | $1.7M | Sell |
27,972
-496
| -2% | -$28.3K | 0.09% | 239 |
|
|
2023
Q3 | $1.63M | Buy |
28,468
+7,014
| +33% | +$486K | 0.1% | 226 |
|
|
2023
Q2 | $1.59M | Buy |
21,454
+5,907
| +38% | +$447K | 0.09% | 258 |
|
|
2023
Q1 | $1.2M | Sell |
15,547
-6,239
| -29% | -$480K | 0.09% | 264 |
|
|
2022
Q4 | $1.82M | Buy |
21,786
+4,053
| +23% | +$327K | 0.12% | 200 |
|
|
2022
Q3 | $1.39M | Sell |
17,733
-541
| -3% | -$45.9K | 0.14% | 189 |
|
|
2022
Q2 | $1.42M | Buy |
18,274
+7,715
| +73% | +$587K | 0.13% | 137 |
|
|
2022
Q1 | $770K | Sell |
10,559
-10,253
| -49% | -$822K | 0.13% | 109 |
|
|
2021
Q4 | $1.94M | Buy |
20,812
+7,970
| +62% | +$689K | 0.11% | 201 |
|
|
2021
Q3 | $1.01M | Sell |
12,842
-2,143
| -14% | -$173K | 0.07% | 295 |
|
|
2021
Q2 | $1.1M | Sell |
14,985
-2,530
| -14% | -$190K | 0.07% | 289 |
|
|
2021
Q1 | $1.3M | Buy |
17,515
+2,398
| +16% | +$187K | 0.05% | 344 |
|
|
2020
Q4 | $1.17M | Sell |
15,117
-107
| -0.7% | -$8K | 0.05% | 292 |
|
|
2020
Q3 | $1.06M | Buy |
15,224
+3,700
| +32% | +$255K | 0.05% | 283 |
|
|
2020
Q2 | $692K | Sell |
11,524
-412
| -3% | -$24.7K | 0.04% | 368 |
|
|
2020
Q1 | $718K | Sell |
11,936
-2,956
| -20% | -$186K | 0.05% | 311 |
|
|
2019
Q4 | $902K | Buy |
14,892
+1,084
| +8% | +$63.3K | 0.07% | 287 |
|
|
2019
Q3 | $804K | Buy |
+13,808
| New | +$747K | 0.07% | 291 |
|
|
2019
Q1 | $532K | Buy |
11,000
+460
| +4% | +$21K | 0.06% | 311 |
|
|
2018
Q4 | $458K | Buy |
10,540
+720
| +7% | +$31.5K | 0.06% | 289 |
|
|
2018
Q3 | $411K | Buy |
+9,820
| New | +$418K | 0.06% | 228 |
|
Other funds holding NEE
Sowell Financial Services's NEE Position: Q2 2026 in Review
Sowell Financial Services reduced its NextEra Energy (NEE) stake by 1.5% in Q2 2026, selling an estimated $39.1K and leaving 28,521 shares worth $2.5M. The position accounts for 0.08% of the portfolio, ranked #259.
Sowell Financial Services first reported a position in NEE in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.79M in Q1 2025. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Sowell Financial Services held 28,521 shares of NextEra Energy worth $2.5M as of Q2 2026.
- Sowell Financial Services sold 432 NextEra Energy shares in Q2 2026, an estimated $39.1K.
- NextEra Energy made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #259 holding.
- Sowell Financial Services first reported a position in NextEra Energy in Q3 2018 and has held it in 31 quarters since.
- Sowell Financial Services's NextEra Energy position peaked at $2.79M in Q1 2025.
- 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.