Xcel Wealth 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 | $5.86M | Sell |
66,724
-2,276
| -3% | -$206K | 1.4% | 20 |
|
|
2026
Q1 | $6.41M | Sell |
69,000
-4,442
| -6% | -$395K | 1.77% | 16 |
|
|
2025
Q4 | $5.9M | Sell |
73,442
-118
| -0.2% | -$9.77K | 1.5% | 17 |
|
|
2025
Q3 | $5.55M | Buy |
73,560
+868
| +1% | +$63.4K | 1.44% | 16 |
|
|
2025
Q2 | $5.05M | Buy |
72,692
+8,458
| +13% | +$587K | 1.44% | 19 |
|
|
2025
Q1 | $4.55M | Buy |
64,234
+5,869
| +10% | +$414K | 1.42% | 17 |
|
|
2024
Q4 | $4.18M | Sell |
58,365
-1,855
| -3% | -$144K | 1.16% | 24 |
|
|
2024
Q3 | $5.09M | Buy |
60,220
+1,346
| +2% | +$105K | 1.49% | 18 |
|
|
2024
Q2 | $4.17M | Sell |
58,874
-2,297
| -4% | -$163K | 1.31% | 23 |
|
|
2024
Q1 | $3.91M | Buy |
61,171
+11,849
| +24% | +$694K | 1.22% | 23 |
|
|
2023
Q4 | $3M | Sell |
49,322
-8,528
| -15% | -$486K | 1.05% | 26 |
|
|
2023
Q3 | $3.31M | Buy |
57,850
+11,111
| +24% | +$769K | 1.31% | 24 |
|
|
2023
Q2 | $3.47M | Buy |
46,739
+36,170
| +342% | +$2.74M | 1.1% | 25 |
|
|
2023
Q1 | $815K | Sell |
10,569
-617
| -6% | -$47.4K | 0.29% | 64 |
|
|
2022
Q4 | $935K | Buy |
11,186
+68
| +0.6% | +$5.49K | 0.37% | 54 |
|
|
2022
Q3 | $872K | Hold |
11,118
| – | – | 0.32% | 58 |
|
|
2022
Q2 | $861K | Buy |
11,118
+1
| +0% | +$76 | 0.31% | 60 |
|
|
2022
Q1 | $942K | Sell |
11,117
-1,168
| -10% | -$93.6K | 0.26% | 71 |
|
|
2021
Q4 | $1.15M | Buy |
12,285
+641
| +6% | +$55.4K | 0.29% | 71 |
|
|
2021
Q3 | $914K | Hold |
11,644
| – | – | 0.27% | 69 |
|
|
2021
Q2 | $853K | Sell |
11,644
-1,300
| -10% | -$97.6K | 0.26% | 72 |
|
|
2021
Q1 | $979K | Buy |
12,944
+100
| +0.8% | +$7.8K | 0.35% | 62 |
|
|
2020
Q4 | $990K | Hold |
12,844
| – | – | 0.43% | 55 |
|
|
2020
Q3 | $891K | Buy |
12,844
+1,300
| +11% | +$89.8K | 0.46% | 48 |
|
|
2020
Q2 | $693K | Buy |
11,544
+4,728
| +69% | +$283K | 0.43% | 49 |
|
|
2020
Q1 | $410K | Hold |
6,816
| – | – | 0.37% | 55 |
|
|
2019
Q4 | $412K | Hold |
6,816
| – | – | 0.34% | 50 |
|
|
2019
Q3 | $397K | Hold |
6,816
| – | – | 0.37% | 50 |
|
|
2019
Q2 | $349K | Sell |
6,816
-1,000
| -13% | -$49.2K | 0.34% | 57 |
|
|
2019
Q1 | $377K | Sell |
7,816
-312
| -4% | -$14.3K | 0.39% | 54 |
|
|
2018
Q4 | $353K | Buy |
+8,128
| New | +$355K | 0.43% | 49 |
|
Other funds holding NEE
Xcel Wealth Management's NEE Position: Q2 2026 in Review
Xcel Wealth Management reduced its NextEra Energy (NEE) stake by 3.3% in Q2 2026, selling an estimated $206K and leaving 66,724 shares worth $5.86M. The position accounts for 1.4% of the portfolio, ranked #20.
Xcel Wealth Management first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.41M in Q1 2026. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Xcel Wealth Management held 66,724 shares of NextEra Energy worth $5.86M as of Q2 2026.
- Xcel Wealth Management sold 2,276 NextEra Energy shares in Q2 2026, an estimated $206K.
- NextEra Energy made up 1.4% of Xcel Wealth Management's portfolio in Q2 2026, its #20 holding.
- Xcel Wealth Management first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
- Xcel Wealth Management's NextEra Energy position peaked at $6.41M in Q1 2026.
- 3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.