Viking Fund Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $25.2M | Buy |
287,300
+2,300
| +0.8% | +$208K | 2.26% | 8 |
|
|
2026
Q1 | $26.5M | Sell |
285,000
-40,000
| -12% | -$3.56M | 2.71% | 4 |
|
|
2025
Q4 | $26.1M | Sell |
325,000
-70,000
| -18% | -$5.8M | 3.02% | 3 |
|
|
2025
Q3 | $29.8M | Sell |
395,000
-30,000
| -7% | -$2.19M | 3.6% | 2 |
|
|
2025
Q2 | $29.5M | Sell |
425,000
-70,000
| -14% | -$4.86M | 4.05% | 2 |
|
|
2025
Q1 | $35.1M | Buy |
495,000
+200,000
| +68% | +$14.1M | 5.06% | 1 |
|
|
2024
Q4 | $21.1M | Buy |
295,000
+27,000
| +10% | +$2.1M | 3.29% | 2 |
|
|
2024
Q3 | $22.7M | Hold |
268,000
| – | – | 3.68% | 3 |
|
|
2024
Q2 | $19M | Sell |
268,000
-12,000
| -4% | -$851K | 3.4% | 3 |
|
|
2024
Q1 | $17.9M | Buy |
280,000
+42,000
| +18% | +$2.46M | 3.24% | 3 |
|
|
2023
Q4 | $14.5M | Buy |
238,000
+123,000
| +107% | +$7.01M | 2.81% | 3 |
|
|
2023
Q3 | $6.59M | Buy |
115,000
+30,000
| +35% | +$2.08M | 1.33% | 25 |
|
|
2023
Q2 | $6.31M | Hold |
85,000
| – | – | 1.19% | 29 |
|
|
2023
Q1 | $6.55M | Sell |
85,000
-20,000
| -19% | -$1.54M | 1.26% | 23 |
|
|
2022
Q4 | $8.78M | Sell |
105,000
-10,000
| -9% | -$808K | 1.74% | 11 |
|
|
2022
Q3 | $9.02M | Sell |
115,000
-6,000
| -5% | -$509K | 2.13% | 8 |
|
|
2022
Q2 | $9.37M | Buy |
121,000
+19,000
| +19% | +$1.45M | 2.17% | 7 |
|
|
2022
Q1 | $8.64M | Buy |
102,000
+3,000
| +3% | +$240K | 1.97% | 9 |
|
|
2021
Q4 | $9.24M | Hold |
99,000
| – | – | 2.43% | 7 |
|
|
2021
Q3 | $7.77M | Hold |
99,000
| – | – | 2.25% | 8 |
|
|
2021
Q2 | $7.25M | Buy |
99,000
+9,000
| +10% | +$675K | 2.07% | 7 |
|
|
2021
Q1 | $6.8M | Buy |
90,000
+68,000
| +309% | +$5.31M | 2.03% | 8 |
|
|
2020
Q4 | $1.7M | Buy |
+22,000
| New | +$1.65M | 0.55% | 65 |
|
|
2020
Q2 | – | Sell |
-12,000
| Closed | -$722K | – | 127 |
|
|
2020
Q1 | $722K | Sell |
12,000
-30,000
| -71% | -$1.89M | 0.32% | 81 |
|
|
2019
Q4 | $2.54M | Sell |
42,000
-4,000
| -9% | -$234K | 0.71% | 51 |
|
|
2019
Q3 | $2.68M | Sell |
46,000
-12,000
| -21% | -$649K | 0.77% | 50 |
|
|
2019
Q2 | $2.97M | Sell |
58,000
-14,000
| -19% | -$689K | 0.79% | 45 |
|
|
2019
Q1 | $3.48M | Hold |
72,000
| – | – | 0.87% | 44 |
|
|
2018
Q4 | $3.13M | Hold |
72,000
| – | – | 0.87% | 43 |
|
|
2018
Q3 | $3.02M | Buy |
72,000
+28,000
| +64% | +$1.19M | 0.62% | 53 |
|
|
2018
Q2 | $1.84M | Buy |
44,000
+12,000
| +38% | +$485K | 0.35% | 71 |
|
|
2018
Q1 | $1.31M | Buy |
+32,000
| New | +$1.23M | 0.25% | 83 |
|
|
2017
Q2 | – | Sell |
-19,200
| Closed | -$616K | – | 134 |
|
|
2017
Q1 | $616K | Sell |
19,200
-6,800
| -26% | -$214K | 0.08% | 112 |
|
|
2016
Q4 | $776K | Buy |
+26,000
| New | +$777K | 0.1% | 98 |
|
Other funds holding NEE
COPPSERS
DC
UBP
FWIA
EB
Viking Fund Management's NEE Position: Q2 2026 in Review
Viking Fund Management increased its NextEra Energy (NEE) stake by 0.81% in Q2 2026, buying an estimated $208K and bringing the position to 287,300 shares worth $25.2M. The position accounts for 2.26% of the portfolio, ranked #8.
Viking Fund Management first reported a position in NEE in Q4 2016 and has held it in 34 quarters since. The position peaked at $35.1M in Q1 2025. 724 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Viking Fund Management held 287,300 shares of NextEra Energy worth $25.2M as of Q2 2026.
- Viking Fund Management bought 2,300 NextEra Energy shares in Q2 2026, an estimated $208K.
- NextEra Energy made up 2.26% of Viking Fund Management's portfolio in Q2 2026, its #8 holding.
- Viking Fund Management first reported a position in NextEra Energy in Q4 2016 and has held it in 34 quarters since.
- Viking Fund Management's NextEra Energy position peaked at $35.1M in Q1 2025.
- 724 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Viking Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.