Spirit of America Management Corp’s NextEra Energy NEE Stock Holding History

Spirit of America Management Corp’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	$5.46M	Buy	62,225 +700	+1%	+$63.3K	1.03%	22
2026 Q1	$5.71M	Buy	61,525 +1,200	+2%	+$107K	1.13%	20
2025 Q4	$4.84M	Buy	60,325 +3,100	+5%	+$257K	1.03%	25
2025 Q3	$4.32M	Buy	57,225 +3,650	+7%	+$267K	0.87%	33
2025 Q2	$3.72M	Buy	53,575 +3,350	+7%	+$233K	0.78%	36
2025 Q1	$3.56M	Buy	50,225 +2,700	+6%	+$191K	0.72%	36
2024 Q4	$3.41M	Buy	47,525 +5,150	+12%	+$400K	0.69%	39
2024 Q3	$3.58M	Buy	42,375 +3,750	+10%	+$293K	0.71%	35
2024 Q2	$2.74M	Buy	38,625 +1,250	+3%	+$88.7K	0.55%	46
2024 Q1	$2.39M	Sell	37,375 -3,650	-9%	-$214K	0.48%	57
2023 Q4	$2.49M	Sell	41,025 -1,950	-5%	-$111K	0.55%	46
2023 Q3	$2.46M	Buy	42,975 +4,200	+11%	+$291K	0.56%	40
2023 Q2	$2.88M	Buy	38,775 +5,950	+18%	+$450K	0.65%	40
2023 Q1	$2.53M	Buy	32,825 +4,200	+15%	+$323K	0.57%	46
2022 Q4	$2.39M	Hold	28,625	–	–	0.54%	49
2022 Q3	$2.24M	Hold	28,625	–	–	0.53%	47
2022 Q2	$2.22M	Sell	28,625 -5,000	-15%	-$381K	0.5%	53
2022 Q1	$2.85M	Sell	33,625 -400	-1%	-$32.1K	0.56%	47
2021 Q4	$3.18M	Hold	34,025	–	–	0.64%	45
2021 Q3	$2.67M	Hold	34,025	–	–	0.58%	55
2021 Q2	$2.49M	Buy	34,025 +1,325	+4%	+$99.4K	0.53%	57
2021 Q1	$2.47M	Buy	32,700 +500	+2%	+$39K	0.58%	50
2020 Q4	$2.48M	Buy	32,200 +400	+1%	+$29.9K	0.62%	47
2020 Q3	$2.21M	Hold	31,800	–	–	0.6%	48
2020 Q2	$1.91M	Buy	31,800 +2,400	+8%	+$144K	0.49%	51
2020 Q1	$1.77M	Buy	29,400 +7,000	+31%	+$440K	0.57%	44
2019 Q4	$1.36M	Hold	22,400	–	–	0.24%	96
2019 Q3	$1.3M	Hold	22,400	–	–	0.21%	104
2019 Q2	$1.15M	Hold	22,400	–	–	0.17%	115
2019 Q1	$1.08M	Hold	22,400	–	–	0.16%	121
2018 Q4	$973K	Hold	22,400	–	–	0.15%	121
2018 Q3	$939K	Hold	22,400	–	–	0.12%	132
2018 Q2	$935K	Hold	22,400	–	–	0.12%	137
2018 Q1	$915K	Hold	22,400	–	–	0.12%	136
2017 Q4	$875K	Buy	22,400 +2,800	+14%	+$108K	0.1%	144
2017 Q3	$718K	Hold	19,600	–	–	0.08%	166
2017 Q2	$687K	Hold	19,600	–	–	0.07%	175
2017 Q1	$629K	Hold	19,600	–	–	0.07%	181
2016 Q4	$585K	Hold	19,600	–	–	0.07%	188
2016 Q3	$599K	Buy	19,600 +3,200	+20%	+$101K	0.08%	182
2016 Q2	$535K	Hold	16,400	–	–	0.08%	180
2016 Q1	$485K	Hold	16,400	–	–	0.09%	186
2015 Q4	$426K	Hold	16,400	–	–	0.08%	200
2015 Q3	$400K	Hold	16,400	–	–	0.08%	207
2015 Q2	$402K	Sell	16,400 -4,000	-20%	-$102K	0.08%	220
2015 Q1	$531K	Hold	20,400	–	–	0.11%	182
2014 Q4	$542K	Hold	20,400	–	–	0.14%	168
2014 Q3	$479K	Hold	20,400	–	–	0.15%	185
2014 Q2	$523K	Buy	20,400 +4,000	+24%	+$97.3K	0.21%	144
2014 Q1	$392K	Buy	+16,400	New	+$372K	0.16%	172
2013 Q4	–	Sell	-8,000	Closed	-$160K	–	153
2013 Q3	$160K	Buy	+8,000	New	+$165K	0.06%	260

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Spirit of America Management Corp's NEE Position: Q2 2026 in Review

Spirit of America Management Corp increased its NextEra Energy (NEE) stake by 1.1% in Q2 2026, buying an estimated $63.3K and bringing the position to 62,225 shares worth $5.46M. The position accounts for 1.03% of the portfolio, ranked #22.

Spirit of America Management Corp first reported a position in NEE in Q3 2013 and has held it in 51 quarters since. The position peaked at $5.71M in Q1 2026. 2,102 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Spirit of America Management Corp held 62,225 shares of NextEra Energy worth $5.46M as of Q2 2026.
Spirit of America Management Corp bought 700 NextEra Energy shares in Q2 2026, an estimated $63.3K.
NextEra Energy made up 1.03% of Spirit of America Management Corp's portfolio in Q2 2026, its #22 holding.
Spirit of America Management Corp first reported a position in NextEra Energy in Q3 2013 and has held it in 51 quarters since.
Spirit of America Management Corp's NextEra Energy position peaked at $5.71M in Q1 2026.
2,102 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.