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Successful Portfolios’s NextEra Energy NEE Stock Holding History

Successful Portfolios’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 		$1.02M Buy
11,648
+90
+0.8% +$8.14K 0.48% 45
2026
Q1 		$1.07M Sell
11,558
-1,646
-12% -$146K 0.59% 43
2025
Q4 		$1.05M Buy
13,204
+1,346
+11% +$111K 0.54% 47
2025
Q3 		$895K Buy
11,858
+607
+5% +$44.4K 0.52% 45
2025
Q2 		$781K Buy
11,251
+1
+0% +$69 0.48% 46
2025
Q1 		$797K Buy
11,250
+2
+0% +$141 0.54% 44
2024
Q4 		$806K Sell
11,248
-22
-0.2% -$1.71K 0.54% 42
2024
Q3 		$953K Sell
11,270
-143
-1% -$11.2K 0.64% 39
2024
Q2 		$808K Sell
11,413
-1,006
-8% -$71.4K 0.56% 42
2024
Q1 		$794K Sell
12,419
-8
-0.1% -$469 0.54% 45
2023
Q4 		$755K Sell
12,427
-66
-0.5% -$3.76K 0.56% 45
2023
Q3 		$716K Sell
12,493
-31
-0.2% -$2.15K 0.63% 41
2023
Q2 		$929K Sell
12,524
-3,198
-20% -$242K 0.8% 32
2023
Q1 		$1.21M Sell
15,722
-248
-2% -$19.1K 0.76% 35
2022
Q4 		$1.33M Buy
15,970
+296
+2% +$23.9K 0.87% 25
2022
Q3 		$1.23M Buy
15,674
+37
+0.2% +$3.14K 0.89% 26
2022
Q2 		$1.21M Buy
15,637
+1,171
+8% +$89.2K 0.81% 27
2022
Q1 		$1.23M Sell
14,466
-5
-0% -$401 0.7% 35
2021
Q4 		$1.35M Buy
14,471
+1
+0% +$86 0.73% 32
2021
Q3 		$1.14M Buy
14,470
+1
+0% +$81 0.68% 38
2021
Q2 		$1.06M Buy
14,469
+431
+3% +$32.3K 0.64% 38
2021
Q1 		$1.06M Buy
14,038
+280
+2% +$21.9K 0.7% 37
2020
Q4 		$1.06M Sell
13,758
-790
-5% -$59.1K 0.76% 32
2020
Q3 		$1.01M Sell
14,548
-40
-0.3% -$2.76K 0.81% 31
2020
Q2 		$876K Buy
14,588
+400
+3% +$23.9K 0.77% 32
2020
Q1 		$853K Buy
14,188
+244
+2% +$15.3K 0.86% 28
2019
Q4 		$844K Hold
13,944
– – 0.75% 36
2019
Q3 		$812K Buy
13,944
+940
+7% +$50.9K 0.76% 36
2019
Q2 		$666K Hold
13,004
– – 0.71% 40
2019
Q1 		$628K Buy
13,004
+20
+0.2% +$914 0.69% 44
2018
Q4 		$564K Hold
12,984
– – 0.72% 43
2018
Q3 		$544K Sell
12,984
-8
-0.1% -$341 0.59% 49
2018
Q2 		$543K Hold
12,992
– – 0.63% 46
2018
Q1 		$530K Sell
12,992
-8,000
-38% -$308K 0.64% 46
2017
Q4 		$820K Buy
+20,992
New +$810K 1.02% 26

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Successful Portfolios's NEE Position: Q2 2026 in Review

Successful Portfolios increased its NextEra Energy (NEE) stake by 0.78% in Q2 2026, buying an estimated $8.14K and bringing the position to 11,648 shares worth $1.02M. The position accounts for 0.48% of the portfolio, ranked #45.

Successful Portfolios first reported a position in NEE in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.35M in Q4 2021. 534 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Successful Portfolios held 11,648 shares of NextEra Energy worth $1.02M as of Q2 2026.
  • Successful Portfolios bought 90 NextEra Energy shares in Q2 2026, an estimated $8.14K.
  • NextEra Energy made up 0.48% of Successful Portfolios's portfolio in Q2 2026, its #45 holding.
  • Successful Portfolios first reported a position in NextEra Energy in Q4 2017 and has held it in 35 quarters since.
  • Successful Portfolios's NextEra Energy position peaked at $1.35M in Q4 2021.
  • 534 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.