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Sowell Financial Services’s NextEra Energy NEE Stock Holding History

Sowell Financial Services’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 		$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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

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. 1,279 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.
  • 1,279 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.