TWA
NEE icon

TCI Wealth Advisors’s NextEra Energy NEE Stock Holding History

TCI Wealth 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 		– Sell
-3,459
Closed -$321K – 272
2026
Q1 		$321K Sell
3,459
-234
-6% -$20.8K 0.02% 185
2025
Q4 		$296K Buy
3,693
+425
+13% +$35.2K 0.02% 197
2025
Q3 		$247K Sell
3,268
-751
-19% -$54.9K 0.01% 215
2025
Q2 		$279K Sell
4,019
-160
-4% -$11.1K 0.02% 191
2025
Q1 		$296K Buy
4,179
+1,116
+36% +$78.8K 0.02% 172
2024
Q4 		$220K Buy
3,063
+500
+20% +$38.8K 0.02% 211
2024
Q3 		$217K Sell
2,563
-2,525
-50% -$197K 0.02% 222
2024
Q2 		$360K Sell
5,088
-70
-1% -$4.97K 0.03% 156
2024
Q1 		$330K Sell
5,158
-53
-1% -$3.1K 0.03% 158
2023
Q4 		$317K Buy
+5,211
New +$297K 0.03% 155
2023
Q3 		– Sell
-2,912
Closed -$216K – 201
2023
Q2 		$216K Hold
2,912
– – 0.03% 176
2023
Q1 		$224K Sell
2,912
-13
-0.4% -$1K 0.03% 173
2022
Q4 		$245K Buy
2,925
+434
+17% +$35.1K 0.03% 155
2022
Q3 		$195K Buy
2,491
+986
+66% +$83.6K 0.03% 165
2022
Q2 		$117K Sell
1,505
-633
-30% -$48.2K 0.02% 233
2022
Q1 		$181K Buy
2,138
+188
+10% +$15.1K 0.03% 188
2021
Q4 		$182K Buy
1,950
+137
+8% +$11.8K 0.03% 188
2021
Q3 		$142K Buy
1,813
+394
+28% +$31.8K 0.02% 233
2021
Q2 		$104K Sell
1,419
-72
-5% -$5.4K 0.02% 270
2021
Q1 		$113K Buy
1,491
+227
+18% +$17.7K 0.05% 220
2020
Q4 		$98K Buy
1,264
+24
+2% +$1.79K 0.04% 233
2020
Q3 		$86K Hold
1,240
– – 0.03% 228
2020
Q2 		$74K Sell
1,240
-4,256
-77% -$255K 0.03% 256
2020
Q1 		$331K Buy
5,496
+3,356
+157% +$211K 0.16% 101
2019
Q4 		$130K Buy
2,140
+352
+20% +$20.6K 0.05% 222
2019
Q3 		$104K Buy
1,788
+1,516
+557% +$82K 0.05% 206
2019
Q2 		$14K Buy
272
+124
+84% +$6.1K 0.01% 549
2019
Q1 		$7K Sell
148
-36
-20% -$1.65K ﹤0.01% 708
2018
Q4 		$8K Sell
184
-24
-12% -$1.05K ﹤0.01% 672
2018
Q3 		$9K Sell
208
-124
-37% -$5.28K ﹤0.01% 662
2018
Q2 		$14K Buy
332
+184
+124% +$7.43K 0.01% 573
2018
Q1 		$6K Hold
148
– – ﹤0.01% 707
2017
Q4 		$6K Hold
148
– – ﹤0.01% 740
2017
Q3 		$5K Hold
148
– – ﹤0.01% 736
2017
Q2 		$5K Sell
148
-628
-81% -$21.5K ﹤0.01% 754
2017
Q1 		$25K Sell
776
-236
-23% -$7.42K 0.01% 412
2016
Q4 		$30K Buy
1,012
+92
+10% +$2.75K 0.02% 415
2016
Q3 		$28K Buy
920
+56
+6% +$1.76K 0.02% 386
2016
Q2 		$28K Hold
864
– – 0.02% 378
2016
Q1 		$26K Hold
864
– – 0.01% 394
2015
Q4 		$22K Hold
864
– – 0.01% 419
2015
Q3 		$21K Hold
864
– – 0.01% 390
2015
Q2 		$21K Buy
+864
New +$22K 0.01% 394
2013
Q3 		– Sell
-836
Closed -$17K – 819
2013
Q2 		$17K Buy
+836
New +$16.6K 0.01% 317

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

TCI Wealth Advisors's NEE Position: Q2 2026 in Review

TCI Wealth Advisors sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 3,459 shares — an estimated $321K sold.

TCI Wealth Advisors first reported a position in NEE in Q2 2013 and held it in 44 quarters. The position peaked at $360K in Q2 2024. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • TCI Wealth Advisors reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • TCI Wealth Advisors sold 3,459 NextEra Energy shares in Q2 2026, an estimated $321K.
  • TCI Wealth Advisors first reported a position in NextEra Energy in Q2 2013 and held it in 44 quarters.
  • TCI Wealth Advisors's NextEra Energy position peaked at $360K in Q2 2024.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.