1620 Investment Advisors’s NextEra Energy NEE Stock Holding History

1620 Investment Advisors’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	$5.97K	Hold	68	–	–	﹤0.01%	543
2026 Q1	$6.32K	Sell	68 -68	-50%	-$6.04K	﹤0.01%	512
2025 Q4	$10.9K	Hold	136	–	–	0.01%	455
2025 Q3	$10.3K	Hold	136	–	–	0.01%	448
2025 Q2	$9.44K	Sell	136 -57	-30%	-$3.96K	0.01%	464
2025 Q1	$13.7K	Sell	193 -18	-9%	-$1.27K	0.01%	413
2024 Q4	$15.1K	Sell	211 -7	-3%	-$544	0.01%	412
2024 Q3	$18.4K	Buy	218 +12	+6%	+$936	0.01%	409
2024 Q2	$14.6K	Buy	+206	New	+$14.6K	0.01%	428

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

1620 Investment Advisors's NEE Position: Q2 2026 in Review

1620 Investment Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 68 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

1620 Investment Advisors first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $18.4K in Q3 2024. 1,175 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

1620 Investment Advisors held 68 shares of NextEra Energy worth $5.97K as of Q2 2026.
1620 Investment Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #543 holding.
1620 Investment Advisors first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's NextEra Energy position peaked at $18.4K in Q3 2024.
1,175 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.