Steward Partners Investment Advisory’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 | $49.9M | Buy |
568,426
+92,155
| +19% | +$8.34M | 0.25% | 74 |
|
|
2026
Q1 | $44.2M | Buy |
476,271
+118,178
| +33% | +$10.5M | 0.23% | 80 |
|
|
2025
Q4 | $28.7M | Buy |
358,093
+13,201
| +4% | +$1.09M | 0.16% | 121 |
|
|
2025
Q3 | $26M | Sell |
344,892
-25,367
| -7% | -$1.85M | 0.15% | 125 |
|
|
2025
Q2 | $25.7M | Sell |
370,259
-964
| -0.3% | -$67K | 0.2% | 101 |
|
|
2025
Q1 | $26.3M | Buy |
371,223
+27,462
| +8% | +$1.94M | 0.23% | 89 |
|
|
2024
Q4 | $24.6M | Sell |
343,761
-9,603
| -3% | -$746K | 0.22% | 95 |
|
|
2024
Q3 | $29.9M | Buy |
353,364
+59,769
| +20% | +$4.66M | 0.28% | 79 |
|
|
2024
Q2 | $20.8M | Buy |
293,595
+36,041
| +14% | +$2.56M | 0.22% | 95 |
|
|
2024
Q1 | $16.5M | Buy |
257,554
+19,032
| +8% | +$1.11M | 0.18% | 114 |
|
|
2023
Q4 | $14.5M | Sell |
238,522
-47,048
| -16% | -$2.68M | 0.2% | 112 |
|
|
2023
Q3 | $16.4M | Buy |
285,570
+187
| +0.1% | +$12.9K | 0.25% | 86 |
|
|
2023
Q2 | $21.2M | Buy |
285,383
+566
| +0.2% | +$42.9K | 0.32% | 66 |
|
|
2023
Q1 | $22M | Sell |
284,817
-21,789
| -7% | -$1.68M | 0.35% | 61 |
|
|
2022
Q4 | $25.6M | Sell |
306,606
-55,505
| -15% | -$4.48M | 0.44% | 45 |
|
|
2022
Q3 | $28.4M | Buy |
362,111
+97,810
| +37% | +$8.3M | 0.53% | 30 |
|
|
2022
Q2 | $20.5M | Sell |
264,301
-7,374
| -3% | -$561K | 0.38% | 57 |
|
|
2022
Q1 | $23M | Sell |
271,675
-16,224
| -6% | -$1.3M | 0.36% | 57 |
|
|
2021
Q4 | $26.9M | Buy |
287,899
+25,744
| +10% | +$2.22M | 0.41% | 45 |
|
|
2021
Q3 | $20.6M | Buy |
262,155
+5,938
| +2% | +$479K | 0.35% | 58 |
|
|
2021
Q2 | $18.8M | Buy |
256,217
+7,328
| +3% | +$550K | 0.32% | 66 |
|
|
2021
Q1 | $18.8M | Buy |
248,889
+29,768
| +14% | +$2.32M | 0.33% | 63 |
|
|
2020
Q4 | $16.9M | Buy |
219,121
+9,405
| +4% | +$704K | 0.37% | 59 |
|
|
2020
Q3 | $14.6M | Buy |
209,716
+41,292
| +25% | +$2.85M | 0.37% | 61 |
|
|
2020
Q2 | $10.1M | Buy |
168,424
+10,748
| +7% | +$643K | 0.29% | 86 |
|
|
2020
Q1 | $9.48M | Buy |
157,676
+16,236
| +11% | +$1.02M | 0.35% | 71 |
|
|
2019
Q4 | $8.56M | Buy |
141,440
+12,692
| +10% | +$741K | 0.25% | 99 |
|
|
2019
Q3 | $7.5M | Buy |
128,748
+14,896
| +13% | +$806K | 0.25% | 97 |
|
|
2019
Q2 | $5.83M | Sell |
113,852
-6,176
| -5% | -$304K | 0.21% | 112 |
|
|
2019
Q1 | $5.8M | Sell |
120,028
-436
| -0.4% | -$19.9K | 0.25% | 102 |
|
|
2018
Q4 | $5.23M | Sell |
120,464
-1,580
| -1% | -$69.1K | 0.25% | 100 |
|
|
2018
Q3 | $5.11M | Buy |
122,044
+3,036
| +3% | +$129K | 0.24% | 103 |
|
|
2018
Q2 | $4.97M | Buy |
119,008
+37,260
| +46% | +$1.5M | 0.3% | 81 |
|
|
2018
Q1 | $3.34M | Buy |
81,748
+3,776
| +5% | +$146K | 0.23% | 102 |
|
|
2017
Q4 | $3.04M | Buy |
77,972
+436
| +0.6% | +$16.8K | 0.23% | 110 |
|
|
2017
Q3 | $2.84M | Buy |
77,536
+9,660
| +14% | +$354K | 0.29% | 87 |
|
|
2017
Q2 | $2.38M | Buy |
67,876
+25,280
| +59% | +$864K | 0.27% | 96 |
|
|
2017
Q1 | $1.37M | Buy |
42,596
+17,876
| +72% | +$562K | 0.21% | 104 |
|
|
2016
Q4 | $738K | Buy |
+24,720
| New | +$739K | 0.34% | 67 |
|
Other funds holding NEE
Steward Partners Investment Advisory's NEE Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its NextEra Energy (NEE) stake by 19% in Q2 2026, buying an estimated $8.34M and bringing the position to 568,426 shares worth $49.9M. The position accounts for 0.25% of the portfolio, ranked #74.
Steward Partners Investment Advisory first reported a position in NEE in Q4 2016 and has held it in 39 quarters since. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Steward Partners Investment Advisory held 568,426 shares of NextEra Energy worth $49.9M as of Q2 2026.
- Steward Partners Investment Advisory bought 92,155 NextEra Energy shares in Q2 2026, an estimated $8.34M.
- NextEra Energy made up 0.25% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #74 holding.
- Steward Partners Investment Advisory first reported a position in NextEra Energy in Q4 2016 and has held it in 39 quarters since.
- 3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.