XF
NEE icon

XML Financial’s NextEra Energy NEE Stock Holding History

XML Financial’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 		$1.31M Sell
14,964
-1,188
-7% -$107K 0.1% 163
2026
Q1 		$1.5M Buy
16,152
+831
+5% +$73.9K 0.12% 152
2025
Q4 		$1.23M Sell
15,321
-1,090
-7% -$90.3K 0.1% 161
2025
Q3 		$1.24M Sell
16,411
-36
-0.2% -$2.63K 0.1% 163
2025
Q2 		$1.14M Buy
16,447
+158
+1% +$11K 0.1% 170
2025
Q1 		$1.15M Sell
16,289
-681
-4% -$48.1K 0.11% 159
2024
Q4 		$1.22M Buy
16,970
+393
+2% +$30.5K 0.11% 155
2024
Q3 		$1.4M Buy
16,577
+429
+3% +$33.5K 0.13% 144
2024
Q2 		$1.14M Sell
16,148
-455
-3% -$32.3K 0.12% 152
2024
Q1 		$1.06M Buy
16,603
+2,029
+14% +$119K 0.11% 159
2023
Q4 		$885K Buy
14,574
+2,088
+17% +$119K 0.09% 171
2023
Q3 		$715K Buy
12,486
+1,197
+11% +$82.9K 0.09% 176
2023
Q2 		$838K Buy
11,289
+378
+3% +$28.6K 0.1% 173
2023
Q1 		$841K Sell
10,911
-501
-4% -$38.5K 0.1% 168
2022
Q4 		$954K Buy
11,412
+29
+0.3% +$2.34K 0.12% 150
2022
Q3 		$893K Buy
11,383
+2,654
+30% +$225K 0.12% 146
2022
Q2 		$676K Sell
8,729
-2,283
-21% -$174K 0.15% 120
2022
Q1 		$933K Buy
11,012
+1,844
+20% +$148K 0.11% 159
2021
Q4 		$856K Buy
9,168
+68
+0.7% +$5.88K 0.1% 165
2021
Q3 		$715K Buy
9,100
+2,211
+32% +$178K 0.1% 169
2021
Q2 		$505K Sell
6,889
-278
-4% -$20.9K 0.11% 142
2021
Q1 		$542K Buy
7,167
+34
+0.5% +$2.65K 0.13% 127
2020
Q4 		$550K Buy
7,133
+1,089
+18% +$81.5K 0.14% 119
2020
Q3 		$419K Buy
6,044
+1,780
+42% +$123K 0.13% 122
2020
Q2 		$256K Sell
4,264
-4,028
-49% -$241K 0.09% 164
2020
Q1 		$499K Buy
8,292
+4,504
+119% +$283K 0.22% 90
2019
Q4 		$229K Buy
+3,788
New +$221K 0.08% 155

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 $3.37T AUM 44.26% 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

XML Financial's NEE Position: Q2 2026 in Review

XML Financial reduced its NextEra Energy (NEE) stake by 7.4% in Q2 2026, selling an estimated $107K and leaving 14,964 shares worth $1.31M. The position accounts for 0.1% of the portfolio, ranked #163.

XML Financial first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.5M in Q1 2026. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • XML Financial held 14,964 shares of NextEra Energy worth $1.31M as of Q2 2026.
  • XML Financial sold 1,188 NextEra Energy shares in Q2 2026, an estimated $107K.
  • NextEra Energy made up 0.1% of XML Financial's portfolio in Q2 2026, its #163 holding.
  • XML Financial first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's NextEra Energy position peaked at $1.5M in Q1 2026.
  • 3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.