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Transcend Capital Advisors’s NextEra Energy NEE Stock Holding History

Transcend 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 		$2.63M Buy
29,930
+2,631
+10% +$238K 0.18% 105
2026
Q1 		$2.54M Buy
27,299
+2,409
+10% +$214K 0.2% 102
2025
Q4 		$2M Sell
24,890
-2,884
-10% -$239K 0.15% 133
2025
Q3 		$2.1M Sell
27,774
-522
-2% -$38.1K 0.15% 144
2025
Q2 		$1.96M Sell
28,296
-14,199
-33% -$986K 0.15% 147
2025
Q1 		$3.01M Buy
42,495
+2,774
+7% +$196K 0.22% 112
2024
Q4 		$2.85M Sell
39,721
-3,234
-8% -$251K 0.21% 116
2024
Q3 		$3.63M Sell
42,955
-4,794
-10% -$374K 0.24% 103
2024
Q2 		$3.38M Buy
47,749
+5,911
+14% +$419K 0.25% 100
2024
Q1 		$2.67M Buy
41,838
+3,495
+9% +$205K 0.21% 108
2023
Q4 		$2.33M Buy
38,343
+2,291
+6% +$131K 0.21% 117
2023
Q3 		$2.07M Sell
36,052
-4,493
-11% -$311K 0.2% 121
2023
Q2 		$3.01M Sell
40,545
-301
-0.7% -$22.8K 0.29% 86
2023
Q1 		$3.15M Buy
40,846
+1,334
+3% +$103K 0.33% 69
2022
Q4 		$3.3M Sell
39,512
-1,302
-3% -$105K 0.36% 62
2022
Q3 		$3.2M Buy
40,814
+2,201
+6% +$187K 0.35% 65
2022
Q2 		$2.99M Buy
38,613
+63
+0.2% +$4.8K 0.31% 82
2022
Q1 		$3.27M Sell
38,550
-11,206
-23% -$898K 0.29% 88
2021
Q4 		$4.64M Sell
49,756
-1,382
-3% -$119K 0.41% 58
2021
Q3 		$4.37M Buy
+51,138
New +$4.12M 0.39% 62
2021
Q2 		– Sell
-35,068
Closed -$2.65M – 386
2021
Q1 		$2.65M Sell
35,068
-573
-2% -$44.7K 0.32% 82
2020
Q4 		$2.75M Buy
35,641
+4,549
+15% +$340K 0.36% 74
2020
Q3 		$2.16M Buy
+31,092
New +$2.15M 0.39% 65
2020
Q2 		– Sell
-34,800
Closed -$2.11M – 170
2020
Q1 		$2.11M Sell
34,800
-1,260
-3% -$79.2K 0.63% 46
2019
Q4 		$2.18M Buy
+36,060
New +$2.11M 0.59% 52

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Transcend Capital Advisors increased its NextEra Energy (NEE) stake by 9.6% in Q2 2026, buying an estimated $238K and bringing the position to 29,930 shares worth $2.63M. The position accounts for 0.18% of the portfolio, ranked #105.

Transcend Capital Advisors first reported a position in NEE in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.64M in Q4 2021. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Transcend Capital Advisors held 29,930 shares of NextEra Energy worth $2.63M as of Q2 2026.
  • Transcend Capital Advisors bought 2,631 NextEra Energy shares in Q2 2026, an estimated $238K.
  • NextEra Energy made up 0.18% of Transcend Capital Advisors's portfolio in Q2 2026, its #105 holding.
  • Transcend Capital Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 25 quarters since.
  • Transcend Capital Advisors's NextEra Energy position peaked at $4.64M in Q4 2021.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.