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Albion Financial Group’s NextEra Energy NEE Stock Holding History

Albion Financial 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 		$1.02M Buy
11,595
+285
+3% +$25.8K 0.06% 109
2026
Q1 		$1.05M Buy
11,310
+2,323
+26% +$207K 0.07% 101
2025
Q4 		$721K Buy
8,987
+77
+0.9% +$6.38K 0.04% 122
2025
Q3 		$673K Buy
8,910
+52
+0.6% +$3.8K 0.04% 126
2025
Q2 		$615K Hold
8,858
– – 0.04% 127
2025
Q1 		$628K Sell
8,858
-120
-1% -$8.47K 0.04% 137
2024
Q4 		$644K Buy
8,978
+184
+2% +$14.3K 0.04% 136
2024
Q3 		$743K Hold
8,794
– – 0.05% 126
2024
Q2 		$623K Hold
8,794
– – 0.05% 128
2024
Q1 		$562K Sell
8,794
-199
-2% -$11.7K 0.04% 133
2023
Q4 		$546K Buy
8,993
+8
+0.1% +$456 0.05% 136
2023
Q3 		$515K Buy
8,985
+191
+2% +$13.2K 0.05% 130
2023
Q2 		$653K Buy
8,794
+794
+10% +$60.1K 0.06% 124
2023
Q1 		$617K Hold
8,000
– – 0.06% 124
2022
Q4 		$669K Hold
8,000
– – 0.06% 119
2022
Q3 		$627K Hold
8,000
– – 0.06% 123
2022
Q2 		$620K Hold
8,000
– – 0.06% 126
2022
Q1 		$678K Sell
8,000
-48
-0.6% -$3.85K 0.06% 133
2021
Q4 		$751K Sell
8,048
-322
-4% -$27.8K 0.06% 132
2021
Q3 		$657K Buy
8,370
+66
+0.8% +$5.32K 0.06% 138
2021
Q2 		$609K Buy
+8,304
New +$623K 0.05% 140
2020
Q4 		$641K Hold
8,304
– – 0.06% 127
2020
Q3 		$576K Hold
8,304
– – 0.06% 143
2020
Q2 		$499K Buy
8,304
+4,000
+93% +$239K 0.06% 145
2020
Q1 		$259K Buy
+4,304
New +$271K 0.04% 162

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

Albion Financial Group's NEE Position: Q2 2026 in Review

Albion Financial Group increased its NextEra Energy (NEE) stake by 2.5% in Q2 2026, buying an estimated $25.8K and bringing the position to 11,595 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #109.

Albion Financial Group first reported a position in NEE in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.05M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Albion Financial Group held 11,595 shares of NextEra Energy worth $1.02M as of Q2 2026.
  • Albion Financial Group bought 285 NextEra Energy shares in Q2 2026, an estimated $25.8K.
  • NextEra Energy made up 0.06% of Albion Financial Group's portfolio in Q2 2026, its #109 holding.
  • Albion Financial Group first reported a position in NextEra Energy in Q1 2020 and has held it in 25 quarters since.
  • Albion Financial Group's NextEra Energy position peaked at $1.05M in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.