SEC 13F Intelligence

Newedge Advisors, LLC / NEE

Newedge Advisors, LLC’s Nextera Energy Inc Position

Does Newedge Advisors, LLC own Nextera Energy Inc (NEE)? Yes441.6K shares worth $41M (+0.15% of its 13F portfolio) as of Q2 2026, down from 469.2K shares the prior filed quarter.

Position Value
$41M
Q2 2026
Shares
441.6K
% of Portfolio
+0.15%
Quarters Held
30
currently held

Position History NEE

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $16MQ2 ’19: $18MQ3 ’19: $24MQ4 ’19: $26MQ4 ’19Q1 ’20: $28MQ2 ’20: $28MQ3 ’20: $32MQ4 ’20: $32MQ4 ’20Q1 ’21: $31MQ2 ’21: $32MQ3 ’21: $35MQ4 ’21: $50MQ4 ’21Q1 ’22: $49MQ2 ’22: $21MQ3 ’22: $19MQ4 ’22: $8MQ4 ’22Q1 ’23: $19MQ2 ’23: $20MQ3 ’23: $16MQ4 ’23: $16MQ4 ’23Q1 ’24: $16MQ2 ’24: $19MQ3 ’24: $25MQ4 ’24: $24MQ4 ’24Q1 ’25: $30MQ2 ’25: $23MQ3 ’25: $25MQ4 ’25: $38MQ4 ’25Q2 ’26: $41Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026441.6K$41M+0.15%
Q4 2025469.2K$38M+0.14%
Q3 2025326.3K$25M+0.11%
Q2 2025335.3K$23M+0.12%
Q1 2025427.1K$30M+0.18%
Q4 2024335.7K$24M+0.14%
Q3 2024301.3K$25M+0.17%
Q2 2024263.9K$19M+0.14%
Q1 2024246.5K$16M+0.14%
Q4 2023261.1K$16M+0.15%
Q3 2023274.5K$16M+0.17%
Q2 2023265.0K$20M+0.22%
Q1 2023249.3K$19M+0.24%
Q4 2022241.8K$8M+0.22%
Q3 2022236.3K$19M+0.30%
Q2 2022270.4K$21M+0.35%
Q1 2022582.1K$49M+0.79%
Q4 2021538.7K$50M+0.76%
Q3 2021451.0K$35M+0.88%
Q2 2021430.2K$32M+0.84%
Q1 2021411.1K$31M+0.93%
Q4 2020420.9K$32M+1.06%
Q3 2020116.0K$32M+1.12%
Q2 2020117.2K$28M+1.10%
Q1 2020115.6K$28M+1.34%
Q4 2019107.5K$26M+1.04%
Q3 2019103.5K$24M+1.07%
Q2 201985.8K$18M+1.08%
Q1 201984.8K$16M+1.06%
Q4 201876.4K$13M+0.86%

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