Stephens Inc’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 | $17.8M | Sell |
202,587
-2,342
| -1% | -$212K | 0.2% | 119 |
|
|
2026
Q1 | $19M | Sell |
204,929
-6,336
| -3% | -$563K | 0.24% | 101 |
|
|
2025
Q4 | $17M | Buy |
211,265
+114
| +0.1% | +$9.44K | 0.21% | 106 |
|
|
2025
Q3 | $15.9M | Buy |
211,151
+3,941
| +2% | +$288K | 0.2% | 110 |
|
|
2025
Q2 | $14.4M | Sell |
207,210
-7,971
| -4% | -$554K | 0.2% | 116 |
|
|
2025
Q1 | $15.3M | Buy |
215,181
+10,189
| +5% | +$719K | 0.22% | 109 |
|
|
2024
Q4 | $14.7M | Sell |
204,992
-879
| -0.4% | -$68.3K | 0.21% | 111 |
|
|
2024
Q3 | $17.4M | Sell |
205,871
-5,528
| -3% | -$431K | 0.25% | 102 |
|
|
2024
Q2 | $15M | Buy |
211,399
+3,628
| +2% | +$257K | 0.23% | 106 |
|
|
2024
Q1 | $13.3M | Buy |
207,771
+40,830
| +24% | +$2.39M | 0.21% | 123 |
|
|
2023
Q4 | $10.1M | Buy |
166,941
+64,213
| +63% | +$3.66M | 0.17% | 134 |
|
|
2023
Q3 | $5.89M | Buy |
102,728
+25,035
| +32% | +$1.73M | 0.11% | 204 |
|
|
2023
Q2 | $5.76M | Buy |
77,693
+517
| +0.7% | +$39.1K | 0.1% | 212 |
|
|
2023
Q1 | $5.95M | Sell |
77,176
-2,415
| -3% | -$186K | 0.11% | 197 |
|
|
2022
Q4 | $6.65M | Sell |
79,591
-8,663
| -10% | -$700K | 0.14% | 175 |
|
|
2022
Q3 | $6.92M | Sell |
88,254
-5,230
| -6% | -$444K | 0.15% | 168 |
|
|
2022
Q2 | $7.24M | Sell |
93,484
-12,383
| -12% | -$943K | 0.15% | 165 |
|
|
2022
Q1 | $8.97M | Sell |
105,867
-1,837
| -2% | -$147K | 0.15% | 163 |
|
|
2021
Q4 | $10.1M | Sell |
107,704
-20,551
| -16% | -$1.78M | 0.15% | 145 |
|
|
2021
Q3 | $10.1M | Sell |
128,255
-8,314
| -6% | -$671K | 0.16% | 142 |
|
|
2021
Q2 | $10M | Buy |
136,569
+11,094
| +9% | +$833K | 0.15% | 148 |
|
|
2021
Q1 | $9.49M | Buy |
125,475
+5,767
| +5% | +$450K | 0.16% | 134 |
|
|
2020
Q4 | $9.23M | Buy |
119,708
+2,244
| +2% | +$168K | 0.17% | 132 |
|
|
2020
Q3 | $8.15M | Sell |
117,464
-3,336
| -3% | -$230K | 0.16% | 137 |
|
|
2020
Q2 | $7.25M | Sell |
120,800
-2,052
| -2% | -$123K | 0.16% | 140 |
|
|
2020
Q1 | $7.39M | Buy |
122,852
+4,600
| +4% | +$289K | 0.2% | 121 |
|
|
2019
Q4 | $7.16M | Sell |
118,252
-5,976
| -5% | -$349K | 0.15% | 158 |
|
|
2019
Q3 | $7.24M | Sell |
124,228
-11,200
| -8% | -$606K | 0.16% | 149 |
|
|
2019
Q2 | $6.94M | Buy |
135,428
+7,820
| +6% | +$385K | 0.16% | 147 |
|
|
2019
Q1 | $6.17M | Buy |
127,608
+4,132
| +3% | +$189K | 0.15% | 154 |
|
|
2018
Q4 | $5.37M | Buy |
123,476
+456
| +0.4% | +$19.9K | 0.15% | 151 |
|
|
2018
Q3 | $5.16M | Sell |
123,020
-9,464
| -7% | -$403K | 0.13% | 190 |
|
|
2018
Q2 | $5.53M | Sell |
132,484
-1,180
| -0.9% | -$47.7K | 0.17% | 156 |
|
|
2018
Q1 | $5.46M | Sell |
133,664
-5,028
| -4% | -$194K | 0.2% | 124 |
|
|
2017
Q4 | $5.42M | Buy |
138,692
+1,992
| +1% | +$76.9K | 0.2% | 127 |
|
|
2017
Q3 | $5.01M | Sell |
136,700
-3,328
| -2% | -$122K | 0.18% | 121 |
|
|
2017
Q2 | $4.91M | Buy |
140,028
+12,588
| +10% | +$430K | 0.17% | 137 |
|
|
2017
Q1 | $4.09M | Buy |
127,440
+7,628
| +6% | +$240K | 0.15% | 156 |
|
|
2016
Q4 | $3.58M | Sell |
119,812
-1,516
| -1% | -$45.3K | 0.15% | 156 |
|
|
2016
Q3 | $3.71M | Buy |
121,328
+5,772
| +5% | +$182K | 0.16% | 134 |
|
|
2016
Q2 | $3.77M | Buy |
115,556
+9,852
| +9% | +$296K | 0.17% | 127 |
|
|
2016
Q1 | $3.13M | Buy |
105,704
+1,476
| +1% | +$41.4K | 0.15% | 147 |
|
|
2015
Q4 | $2.71M | Buy |
104,228
+14,092
| +16% | +$357K | 0.14% | 157 |
|
|
2015
Q3 | $2.2M | Sell |
90,136
-2,644
| -3% | -$67.2K | 0.11% | 190 |
|
|
2015
Q2 | $2.27M | Buy |
92,780
+1,276
| +1% | +$32.4K | 0.1% | 228 |
|
|
2015
Q1 | $2.38M | Buy |
91,504
+968
| +1% | +$25.5K | 0.11% | 213 |
|
|
2014
Q4 | $2.41M | Buy |
90,536
+6,304
| +7% | +$159K | 0.11% | 192 |
|
|
2014
Q3 | $1.98M | Buy |
84,232
+18,120
| +27% | +$438K | 0.1% | 222 |
|
|
2014
Q2 | $1.69M | Buy |
66,112
+15,760
| +31% | +$383K | 0.09% | 243 |
|
|
2014
Q1 | $1.2M | Buy |
50,352
+3,860
| +8% | +$87.5K | 0.07% | 288 |
|
|
2013
Q4 | $995K | Buy |
46,492
+5,116
| +12% | +$108K | 0.05% | 331 |
|
|
2013
Q3 | $829K | Sell |
41,376
-1,120
| -3% | -$23.1K | 0.04% | 356 |
|
|
2013
Q2 | $866K | Buy |
+42,496
| New | +$843K | 0.05% | 319 |
|
Other funds holding NEE
Stephens Inc's NEE Position: Q2 2026 in Review
Stephens Inc reduced its NextEra Energy (NEE) stake by 1.1% in Q2 2026, selling an estimated $212K and leaving 202,587 shares worth $17.8M. The position accounts for 0.2% of the portfolio, ranked #119.
Stephens Inc first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $19M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Stephens Inc held 202,587 shares of NextEra Energy worth $17.8M as of Q2 2026.
- Stephens Inc sold 2,342 NextEra Energy shares in Q2 2026, an estimated $212K.
- NextEra Energy made up 0.2% of Stephens Inc's portfolio in Q2 2026, its #119 holding.
- Stephens Inc first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
- Stephens Inc's NextEra Energy position peaked at $19M in Q1 2026.
- 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.