XWM
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Xcel Wealth Management’s NextEra Energy NEE Stock Holding History

Xcel Wealth 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 		$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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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

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. 1,279 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.
  • 1,279 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.