Tradewinds Capital Management’s NextEra Energy NEE Stock Holding History

Tradewinds Capital Management’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	$7.2K	Buy	82 +1	+1%	+$90	﹤0.01%	434
2026 Q1	$7.52K	Buy	81 +1	+1%	+$89	﹤0.01%	427
2025 Q4	$6.42K	Hold	80	–	–	﹤0.01%	425
2025 Q3	$6.04K	Hold	80	–	–	﹤0.01%	421
2025 Q2	$5.55K	Hold	80	–	–	﹤0.01%	401
2025 Q1	$5.67K	Hold	80	–	–	﹤0.01%	408
2024 Q4	$5.74K	Sell	80 -100	-56%	-$7.77K	﹤0.01%	420
2024 Q3	$15.2K	Buy	180 +40	+29%	+$3.12K	﹤0.01%	303
2024 Q2	$9.91K	Buy	140 +60	+75%	+$4.26K	﹤0.01%	338
2024 Q1	$5.11K	Hold	80	–	–	﹤0.01%	357
2023 Q4	$4.86K	Hold	80	–	–	﹤0.01%	290
2023 Q3	$4.58K	Sell	80 -2	-2%	-$138	﹤0.01%	286
2023 Q2	$6.08K	Buy	82 +2	+3%	+$151	﹤0.01%	262
2023 Q1	$6.17K	Sell	80 -162	-67%	-$12.5K	﹤0.01%	267
2022 Q4	$20.2K	Buy	242 +162	+203%	+$13.1K	0.01%	161
2022 Q3	$6K	Hold	80	–	–	﹤0.01%	246
2022 Q2	$6K	Sell	80 -112	-58%	-$8.53K	﹤0.01%	256
2022 Q1	$16K	Hold	192	–	–	﹤0.01%	404
2021 Q4	$18K	Hold	192	–	–	﹤0.01%	392
2021 Q3	$15K	Hold	192	–	–	﹤0.01%	408
2021 Q2	$14K	Hold	192	–	–	﹤0.01%	424
2021 Q1	$15K	Sell	192 -1,016	-84%	-$79.3K	﹤0.01%	391
2020 Q4	$93K	Hold	1,208	–	–	0.02%	162
2020 Q3	$84K	Hold	1,208	–	–	0.02%	153
2020 Q2	$73K	Sell	1,208 -88	-7%	-$5.27K	0.02%	159
2020 Q1	$78K	Hold	1,296	–	–	0.02%	145
2019 Q4	$78K	Sell	1,296 -68	-5%	-$3.97K	0.02%	157
2019 Q3	$79K	Buy	1,364 +236	+21%	+$12.8K	0.03%	139
2019 Q2	$58K	Hold	1,128	–	–	0.02%	168
2019 Q1	$55K	Hold	1,128	–	–	0.02%	189
2018 Q4	$49K	Hold	1,128	–	–	0.02%	191
2018 Q3	$47K	Hold	1,128	–	–	0.02%	218
2018 Q2	$47K	Hold	1,128	–	–	0.02%	221
2018 Q1	$46K	Buy	1,128 +112	+11%	+$4.32K	0.02%	216
2017 Q4	$40K	Hold	1,016	–	–	0.02%	232
2017 Q3	$37K	Hold	1,016	–	–	0.02%	235
2017 Q2	$36K	Hold	1,016	–	–	0.02%	230
2017 Q1	$33K	Hold	1,016	–	–	0.02%	239
2016 Q4	$30K	Sell	1,016 -6,768	-87%	-$202K	0.02%	251
2016 Q3	$238K	Buy	7,784 +832	+12%	+$26.2K	0.17%	81
2016 Q2	$227K	Hold	6,952	–	–	0.16%	88
2016 Q1	$206K	Hold	6,952	–	–	0.14%	104
2015 Q4	$181K	Buy	6,952 +184	+3%	+$4.66K	0.13%	108
2015 Q3	$165K	Sell	6,768 -860	-11%	-$21.9K	0.13%	109
2015 Q2	$187K	Hold	7,628	–	–	0.13%	110
2015 Q1	$198K	Sell	7,628 -4,780	-39%	-$126K	0.15%	109
2014 Q4	$330K	Hold	12,408	–	–	0.24%	70
2014 Q3	$291K	Buy	12,408 +860	+7%	+$20.8K	0.22%	78
2014 Q2	$296K	Hold	11,548	–	–	0.23%	79
2014 Q1	$276K	Hold	11,548	–	–	0.23%	83
2013 Q4	$247K	Buy	+11,548	New	+$243K	0.2%	96

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Tradewinds Capital Management's NEE Position: Q2 2026 in Review

Tradewinds Capital Management increased its NextEra Energy (NEE) stake by 1.2% in Q2 2026, buying an estimated $90 and bringing the position to 82 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Tradewinds Capital Management first reported a position in NEE in Q4 2013 and has held it in 51 quarters since. The position peaked at $330K in Q4 2014. 1,175 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Tradewinds Capital Management held 82 shares of NextEra Energy worth $7.2K as of Q2 2026.
Tradewinds Capital Management bought 1 NextEra Energy share in Q2 2026, an estimated $90.
NextEra Energy made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #434 holding.
Tradewinds Capital Management first reported a position in NextEra Energy in Q4 2013 and has held it in 51 quarters since.
Tradewinds Capital Management's NextEra Energy position peaked at $330K in Q4 2014.
1,175 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.