WealthTrust Axiom’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 | $2.61M | Sell |
29,694
-104
| -0.3% | -$9.41K | 0.58% | 41 |
|
|
2026
Q1 | $2.77M | Buy |
29,798
+1
| +0% | +$89 | 0.68% | 38 |
|
|
2025
Q4 | $2.39M | Sell |
29,797
-546
| -2% | -$45.2K | 0.62% | 37 |
|
|
2025
Q3 | $2.29M | Buy |
30,343
+844
| +3% | +$61.7K | 0.61% | 37 |
|
|
2025
Q2 | $2.05M | Sell |
29,499
-460
| -2% | -$32K | 0.6% | 35 |
|
|
2025
Q1 | $2.12M | Sell |
29,959
-150
| -0.5% | -$10.6K | 0.65% | 37 |
|
|
2024
Q4 | $2.16M | Sell |
30,109
-80
| -0.3% | -$6.21K | 0.64% | 37 |
|
|
2024
Q3 | $2.55M | Sell |
30,189
-125
| -0.4% | -$9.76K | 0.76% | 32 |
|
|
2024
Q2 | $2.15M | Sell |
30,314
-49
| -0.2% | -$3.48K | 0.71% | 34 |
|
|
2024
Q1 | $1.94M | Buy |
30,363
+4
| +0% | +$234 | 0.63% | 36 |
|
|
2023
Q4 | $1.84M | Buy |
30,359
+14,059
| +86% | +$801K | 0.62% | 38 |
|
|
2023
Q3 | $934K | Buy |
16,300
+601
| +4% | +$41.6K | 0.34% | 65 |
|
|
2023
Q2 | $1.16M | Sell |
15,699
-599
| -4% | -$45.3K | 0.39% | 56 |
|
|
2023
Q1 | $1.26M | Buy |
16,298
+601
| +4% | +$46.2K | 0.43% | 54 |
|
|
2022
Q4 | $1.31M | Buy |
15,697
+200
| +1% | +$16.2K | 0.46% | 54 |
|
|
2022
Q3 | $1.22M | Buy |
15,497
+440
| +3% | +$37.3K | 0.46% | 54 |
|
|
2022
Q2 | $1.17M | Buy |
15,057
+1,500
| +11% | +$114K | 0.42% | 59 |
|
|
2022
Q1 | $1.15M | Hold |
13,557
| – | – | 0.36% | 68 |
|
|
2021
Q4 | $1.26M | Hold |
13,557
| – | – | 0.4% | 60 |
|
|
2021
Q3 | $1.06M | Buy |
13,557
+50
| +0.4% | +$4.03K | 0.36% | 67 |
|
|
2021
Q2 | $989K | Sell |
13,507
-736
| -5% | -$55.2K | 0.32% | 73 |
|
|
2021
Q1 | $1.08M | Sell |
14,243
-2
| -0% | -$156 | 0.36% | 67 |
|
|
2020
Q4 | $1.1M | Buy |
14,245
+1
| +0% | +$75 | 0.4% | 63 |
|
|
2020
Q3 | $988K | Buy |
14,244
+400
| +3% | +$27.6K | 0.43% | 57 |
|
|
2020
Q2 | $831K | Hold |
13,844
| – | – | 0.37% | 66 |
|
|
2020
Q1 | $832K | Sell |
13,844
-888
| -6% | -$55.8K | 0.41% | 60 |
|
|
2019
Q4 | $891K | Hold |
14,732
| – | – | 0.3% | 77 |
|
|
2019
Q3 | $858K | Hold |
14,732
| – | – | 0.3% | 77 |
|
|
2019
Q2 | $754K | Sell |
14,732
-12
| -0.1% | -$590 | 0.26% | 91 |
|
|
2019
Q1 | $712K | Buy |
14,744
+12
| +0.1% | +$549 | 0.25% | 94 |
|
|
2018
Q4 | $640K | Hold |
14,732
| – | – | 0.26% | 93 |
|
|
2018
Q3 | $617K | Hold |
14,732
| – | – | 0.21% | 104 |
|
|
2018
Q2 | $615K | Hold |
14,732
| – | – | 0.22% | 105 |
|
|
2018
Q1 | $601K | Hold |
14,732
| – | – | 0.22% | 103 |
|
|
2017
Q4 | $575K | Sell |
14,732
-200
| -1% | -$7.72K | 0.21% | 103 |
|
|
2017
Q3 | $547K | Hold |
14,932
| – | – | 0.21% | 105 |
|
|
2017
Q2 | $523K | Hold |
14,932
| – | – | 0.2% | 107 |
|
|
2017
Q1 | $479K | Buy |
14,932
+4
| +0% | +$126 | 0.18% | 118 |
|
|
2016
Q4 | $445K | Buy |
14,928
+4
| +0% | +$120 | 0.16% | 121 |
|
|
2016
Q3 | $456K | Buy |
14,924
+4
| +0% | +$126 | 0.17% | 117 |
|
|
2016
Q2 | $486K | Buy |
14,920
+4
| +0% | +$120 | 0.19% | 102 |
|
|
2016
Q1 | $441K | Hold |
14,916
| – | – | 0.17% | 107 |
|
|
2015
Q4 | $387K | Buy |
14,916
+4
| +0% | +$101 | 0.15% | 119 |
|
|
2015
Q3 | $363K | Buy |
14,912
+4
| +0% | +$102 | 0.15% | 114 |
|
|
2015
Q2 | $365K | Buy |
14,908
+4
| +0% | +$102 | 0.13% | 126 |
|
|
2015
Q1 | $387K | Buy |
14,904
+4
| +0% | +$106 | 0.14% | 124 |
|
|
2014
Q4 | $395K | Buy |
14,900
+4
| +0% | +$101 | 0.14% | 118 |
|
|
2014
Q3 | $349K | Hold |
14,896
| – | – | 0.12% | 128 |
|
|
2014
Q2 | $381K | Buy |
14,896
+4
| +0% | +$97 | 0.13% | 121 |
|
|
2014
Q1 | $355K | Buy |
14,892
+1,644
| +12% | +$37.3K | 0.13% | 119 |
|
|
2013
Q4 | $283K | Buy |
13,248
+692
| +6% | +$14.6K | 0.11% | 132 |
|
|
2013
Q3 | $251K | Buy |
12,556
+4
| +0% | +$83 | 0.1% | 133 |
|
|
2013
Q2 | $255K | Buy |
+12,552
| New | +$249K | 0.11% | 135 |
|
Other funds holding NEE
WealthTrust Axiom's NEE Position: Q2 2026 in Review
WealthTrust Axiom reduced its NextEra Energy (NEE) stake by 0.35% in Q2 2026, selling an estimated $9.41K and leaving 29,694 shares worth $2.61M. The position accounts for 0.58% of the portfolio, ranked #41.
WealthTrust Axiom first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.77M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- WealthTrust Axiom held 29,694 shares of NextEra Energy worth $2.61M as of Q2 2026.
- WealthTrust Axiom sold 104 NextEra Energy shares in Q2 2026, an estimated $9.41K.
- NextEra Energy made up 0.58% of WealthTrust Axiom's portfolio in Q2 2026, its #41 holding.
- WealthTrust Axiom first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
- WealthTrust Axiom's NextEra Energy position peaked at $2.77M in Q1 2026.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.