NEXTERA ENERGY INC · CUSIP 65339F101 · CIK 1705399
As of 2026-06-30, Stamos Capital Partners, L.P. reported 88.81K NEE (shares), valued at $7.79M, or 1.19% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 1.73%; reported value decreased 7.14%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.19% | 88,811 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 1.31% | 90,373 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 1.26% | 97,983 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 1.67% | 117,357 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 1.98% | 159,154 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.62% | 87,165 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 1.88% | 112,020 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 1.18% | 59,220 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 1.07% | 71,400 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 1.26% | 87,030 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 1.42% | 85,980 | SEC filing ↗Filed Feb 13, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.42% | 85,980 | $5.22M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 1.26% | 87,030 | $5.56M | Shares increased 1.22%; reported value increased 6.50%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 1.07% | 71,400 | $5.06M | Shares decreased 17.96%; reported value decreased 9.10%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 1.18% | 59,220 | $5.01M | Shares decreased 17.06%; reported value decreased 0.99%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 1.88% | 112,020 | $8.03M | Shares increased 89.16%; reported value increased 60.43%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 1.62% | 87,165 | $6.18M | Shares decreased 22.19%; reported value decreased 23.06%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 1.98% | 159,154 | $11.05M | Shares increased 82.59%; reported value increased 78.80%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 1.67% | 117,357 | $8.86M | Shares decreased 26.26%; reported value decreased 19.81%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.26% | 97,983 | $7.87M | Shares decreased 16.51%; reported value decreased 11.21%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 1.31% | 90,373 | $8.39M | Shares decreased 7.77%; reported value increased 6.71%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 1.19% | 88,811 | $7.79M | Shares decreased 1.73%; reported value decreased 7.14%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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