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Abacus Planning Group’s NextEra Energy NEE Stock Holding History

Abacus Planning Group’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 		$1.03M Buy
11,741
+99
+0.9% +$8.96K 0.13% 89
2026
Q1 		$1.08M Buy
11,642
+193
+2% +$17.2K 0.15% 82
2025
Q4 		$919K Sell
11,449
-2,878
-20% -$238K 0.12% 88
2025
Q3 		$1.08M Sell
14,327
-33
-0.2% -$2.41K 0.15% 79
2025
Q2 		$997K Buy
14,360
+378
+3% +$26.3K 0.15% 81
2025
Q1 		$991K Sell
13,982
-157
-1% -$11.1K 0.17% 77
2024
Q4 		$1.01M Sell
14,139
-40
-0.3% -$3.11K 0.18% 77
2024
Q3 		$1.2M Buy
14,179
+880
+7% +$68.7K 0.21% 66
2024
Q2 		$942K Sell
13,299
-3,202
-19% -$227K 0.18% 76
2024
Q1 		$1.05M Sell
16,501
-272
-2% -$15.9K 0.21% 67
2023
Q4 		$1.02M Sell
16,773
-627
-4% -$35.7K 0.21% 66
2023
Q3 		$997K Sell
17,400
-61
-0.3% -$4.22K 0.24% 63
2023
Q2 		$1.3M Sell
17,461
-974
-5% -$73.7K 0.31% 46
2023
Q1 		$1.42M Buy
18,435
+1,404
+8% +$108K 0.37% 40
2022
Q4 		$1.42M Sell
17,031
-13
-0.1% -$1.05K 0.39% 44
2022
Q3 		$1.34M Sell
17,044
-926
-5% -$78.6K 0.4% 41
2022
Q2 		$1.39M Sell
17,970
-2
-0% -$152 0.41% 43
2022
Q1 		$1.52M Buy
17,972
+162
+0.9% +$13K 0.41% 43
2021
Q4 		$1.66M Buy
17,810
+266
+2% +$23K 0.44% 46
2021
Q3 		$1.38M Buy
17,544
+82
+0.5% +$6.61K 0.44% 46
2021
Q2 		$1.28M Sell
17,462
-912
-5% -$68.4K 0.39% 50
2021
Q1 		$1.39M Buy
18,374
+488
+3% +$38.1K 0.44% 43
2020
Q4 		$1.38M Buy
17,886
+3,102
+21% +$232K 0.43% 40
2020
Q3 		$1.03M Hold
14,784
– – 0.37% 53
2020
Q2 		$888K Buy
14,784
+396
+3% +$23.7K 0.36% 58
2020
Q1 		$866K Sell
14,388
-944
-6% -$59.3K 0.43% 47
2019
Q4 		$928K Hold
15,332
– – 0.43% 50
2019
Q3 		$893K Buy
15,332
+628
+4% +$34K 0.44% 50
2019
Q2 		$753K Sell
14,704
-288
-2% -$14.2K 0.45% 48
2019
Q1 		$725K Hold
14,992
– – 0.45% 51
2018
Q4 		$651K Buy
+14,992
New +$656K 0.49% 49

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Abacus Planning Group's NEE Position: Q2 2026 in Review

Abacus Planning Group increased its NextEra Energy (NEE) stake by 0.85% in Q2 2026, buying an estimated $8.96K and bringing the position to 11,741 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #89.

Abacus Planning Group first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.66M in Q4 2021. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Abacus Planning Group held 11,741 shares of NextEra Energy worth $1.03M as of Q2 2026.
  • Abacus Planning Group bought 99 NextEra Energy shares in Q2 2026, an estimated $8.96K.
  • NextEra Energy made up 0.13% of Abacus Planning Group's portfolio in Q2 2026, its #89 holding.
  • Abacus Planning Group first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
  • Abacus Planning Group's NextEra Energy position peaked at $1.66M in Q4 2021.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.