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Stokes Capital Advisors’s NextEra Energy NEE Stock Holding History

Stokes Capital Advisors’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 		$7.43M Sell
84,665
-3,777
-4% -$342K 1.59% 26
2026
Q1 		$8.21M Sell
88,442
-8,935
-9% -$794K 1.84% 22
2025
Q4 		$7.82M Sell
97,377
-5,399
-5% -$447K 1.79% 24
2025
Q3 		$7.76M Buy
102,776
+872
+0.9% +$63.7K 1.81% 25
2025
Q2 		$7.07M Buy
101,904
+17,997
+21% +$1.25M 1.73% 25
2025
Q1 		$5.95M Buy
83,907
+5,182
+7% +$366K 1.51% 38
2024
Q4 		$5.64M Sell
78,725
-873
-1% -$67.8K 1.46% 36
2024
Q3 		$6.73M Sell
79,598
-793
-1% -$61.9K 1.72% 31
2024
Q2 		$5.69M Buy
80,391
+1,667
+2% +$118K 1.58% 36
2024
Q1 		$5.03M Buy
78,724
+13,502
+21% +$791K 1.46% 36
2023
Q4 		$3.96M Buy
65,222
+14,885
+30% +$848K 1.25% 42
2023
Q3 		$2.88M Buy
50,337
+1,822
+4% +$126K 1.01% 46
2023
Q2 		$3.6M Buy
48,515
+1,783
+4% +$135K 1.21% 41
2023
Q1 		$3.6M Sell
46,732
-555
-1% -$42.7K 1.22% 41
2022
Q4 		$3.95M Sell
47,287
-4,406
-9% -$356K 1.36% 35
2022
Q3 		$4.05M Sell
51,693
-483
-0.9% -$41K 1.51% 35
2022
Q2 		$4.04M Sell
52,176
-609
-1% -$46.4K 1.41% 37
2022
Q1 		$4.47M Buy
52,785
+1,044
+2% +$83.7K 1.3% 40
2021
Q4 		$4.83M Sell
51,741
-1,438
-3% -$124K 1.44% 38
2021
Q3 		$4.18M Buy
53,179
+614
+1% +$49.5K 1.35% 41
2021
Q2 		$3.85M Buy
52,565
+10,308
+24% +$774K 1.26% 42
2021
Q1 		$3.19M Buy
42,257
+31,607
+297% +$2.47M 1.31% 42
2020
Q4 		$822K Buy
+10,650
New +$797K 0.36% 57

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Stokes Capital Advisors's NEE Position: Q2 2026 in Review

Stokes Capital Advisors reduced its NextEra Energy (NEE) stake by 4.3% in Q2 2026, selling an estimated $342K and leaving 84,665 shares worth $7.43M. The position accounts for 1.59% of the portfolio, ranked #26.

Stokes Capital Advisors first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.21M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Stokes Capital Advisors held 84,665 shares of NextEra Energy worth $7.43M as of Q2 2026.
  • Stokes Capital Advisors sold 3,777 NextEra Energy shares in Q2 2026, an estimated $342K.
  • NextEra Energy made up 1.59% of Stokes Capital Advisors's portfolio in Q2 2026, its #26 holding.
  • Stokes Capital Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Stokes Capital Advisors's NextEra Energy position peaked at $8.21M in Q1 2026.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.