3Chopt Investment Partners’s NextEra Energy NEE Stock Holding History

3Chopt Investment Partners’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	$1.33M	Buy	15,100 +41	+0.3%	+$3.71K	0.25%	85
2026 Q1	$1.4M	Buy	15,059 +954	+7%	+$84.8K	0.32%	71
2025 Q4	$1.13M	Buy	14,105 +114	+0.8%	+$9.44K	0.25%	85
2025 Q3	$1.06M	Sell	13,991 -25	-0.2%	-$1.83K	0.24%	89
2025 Q2	$973K	Buy	14,016 +62	+0.4%	+$4.31K	0.23%	88
2025 Q1	$989K	Buy	+13,954	New	+$985K	0.26%	88
2024 Q3	–	Sell	-5,566	Closed	-$394K	–	142
2024 Q2	$394K	Buy	+5,566	New	+$395K	0.12%	140
2024 Q1	–	Sell	-4,051	Closed	-$246K	–	129
2023 Q4	$246K	Buy	+4,051	New	+$231K	0.09%	153
2023 Q3	–	Sell	-3,518	Closed	-$261K	–	107
2023 Q2	$261K	Hold	3,518	–	–	0.13%	121
2023 Q1	$271K	Buy	3,518 +128	+4%	+$9.84K	0.14%	123
2022 Q4	$283K	Buy	+3,390	New	+$274K	0.15%	115

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

3Chopt Investment Partners's NEE Position: Q2 2026 in Review

3Chopt Investment Partners increased its NextEra Energy (NEE) stake by 0.27% in Q2 2026, buying an estimated $3.71K and bringing the position to 15,100 shares worth $1.33M. The position accounts for 0.25% of the portfolio, ranked #85.

3Chopt Investment Partners first reported a position in NEE in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.4M in Q1 2026. 1,449 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

3Chopt Investment Partners held 15,100 shares of NextEra Energy worth $1.33M as of Q2 2026.
3Chopt Investment Partners bought 41 NextEra Energy shares in Q2 2026, an estimated $3.71K.
NextEra Energy made up 0.25% of 3Chopt Investment Partners's portfolio in Q2 2026, its #85 holding.
3Chopt Investment Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 11 quarters since.
3Chopt Investment Partners's NextEra Energy position peaked at $1.4M in Q1 2026.
1,449 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.