SEC 13F Intelligence

Advisors Asset Management, Inc. / NEE

Advisors Asset Management, Inc.’s Nextera Energy Inc Position

Does Advisors Asset Management, Inc. own Nextera Energy Inc (NEE)? Yes242.9K shares worth $23M (+0.38% of its 13F portfolio) as of Q1 2026, up from 236.3K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
242.9K
% of Portfolio
+0.38%
Quarters Held
30
currently held

Position History NEE

Reported value by quarter
Q4 ’18: $24MQ4 ’18Q1 ’19: $27MQ2 ’19: $29MQ3 ’19: $36MQ4 ’19: $40MQ4 ’19Q1 ’20: $40MQ2 ’20: $40MQ3 ’20: $46MQ4 ’20: $49MQ4 ’20Q1 ’21: $47MQ2 ’21: $45MQ3 ’21: $46MQ4 ’21: $55MQ4 ’21Q1 ’22: $48MQ2 ’22: $41MQ3 ’22: $40MQ4 ’22: $40MQ4 ’22Q1 ’23: $34MQ2 ’23: $31MQ3 ’23: $23MQ4 ’23: $23MQ4 ’23Q1 ’24: $20MQ2 ’24: $20MQ3 ’24: $23MQ4 ’24: $19MQ4 ’24Q1 ’25: $19MQ2 ’25: $19MQ3 ’25: $20MQ4 ’25: $19MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026242.9K$23M+0.38%
Q4 2025236.3K$19M+0.32%
Q3 2025269.1K$20M+0.34%
Q2 2025266.8K$19M+0.33%
Q1 2025263.7K$19M+0.35%
Q4 2024268.7K$19M+0.35%
Q3 2024272.9K$23M+0.42%
Q2 2024282.1K$20M+0.39%
Q1 2024319.1K$20M+0.39%
Q4 2023371.8K$23M+0.46%
Q3 2023396.0K$23M+0.49%
Q2 2023418.7K$31M+0.63%
Q1 2023445.4K$34M+0.70%
Q4 2022474.0K$40M+0.82%
Q3 2022504.1K$40M+0.83%
Q2 2022533.8K$41M+0.78%
Q1 2022566.3K$48M+0.74%
Q4 2021587.7K$55M+0.78%
Q3 2021587.1K$46M+0.70%
Q2 2021607.5K$45M+0.66%
Q1 2021622.8K$47M+0.73%
Q4 2020638.6K$49M+0.81%
Q3 2020165.1K$46M+0.85%
Q2 2020165.5K$40M+0.77%
Q1 2020163.9K$40M+0.70%
Q4 2019163.9K$40M+0.36%
Q3 2019153.5K$36M+0.66%
Q2 2019141.6K$29M+0.52%
Q1 2019139.3K$27M+0.48%
Q4 2018136.7K$24M+0.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Advisors Asset Management, Inc.’s full portfolio or all institutional holders of NEE.