AMI Investment Management’s NextEra Energy NEE Stock Holding History

AMI Investment Management’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	$201K	Hold	2,290	–	–	0.04%	78
2026 Q1	$213K	Buy	+2,290	New	+$204K	0.05%	74
2023 Q1	–	Sell	-3,464	Closed	-$290K	–	61
2022 Q4	$290K	Sell	3,464 -680	-16%	-$54.9K	0.15%	54
2022 Q3	$325K	Buy	4,144 +1	+0%	+$85	0.18%	54
2022 Q2	$321K	Hold	4,143	–	–	0.16%	60
2022 Q1	$351K	Buy	4,143 +1	+0%	+$80	0.15%	60
2021 Q4	$387K	Sell	4,142 -105	-2%	-$9.07K	0.16%	61
2021 Q3	$333K	Hold	4,247	–	–	0.14%	62
2021 Q2	$311K	Sell	4,247 -144	-3%	-$10.8K	0.12%	65
2021 Q1	$332K	Hold	4,391	–	–	0.14%	65
2020 Q4	$339K	Sell	4,391 -1	-0%	-$75	0.15%	65
2020 Q3	$305K	Buy	4,392 +680	+18%	+$46.9K	0.15%	63
2020 Q2	$223K	Sell	3,712 -3,708	-50%	-$222K	0.12%	68
2020 Q1	$448K	Buy	7,420 +3,712	+100%	+$233K	0.27%	57
2019 Q4	$225K	Hold	3,708	–	–	0.1%	71
2019 Q3	$216K	Buy	+3,708	New	+$201K	0.1%	71

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

AMI Investment Management's NEE Position: Q2 2026 in Review

AMI Investment Management held its NextEra Energy (NEE) position steady in Q2 2026 at 2,290 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #78.

AMI Investment Management first reported a position in NEE in Q3 2019 and has held it in 16 quarters since. The position peaked at $448K in Q1 2020. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

AMI Investment Management held 2,290 shares of NextEra Energy worth $201K as of Q2 2026.
AMI Investment Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.04% of AMI Investment Management's portfolio in Q2 2026, its #78 holding.
AMI Investment Management first reported a position in NextEra Energy in Q3 2019 and has held it in 16 quarters since.
AMI Investment Management's NextEra Energy position peaked at $448K in Q1 2020.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.