AP
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Appleton Partners’s NextEra Energy NEE Stock Holding History

Appleton 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 		$341K Sell
3,881
-33
-0.8% -$2.98K 0.02% 232
2026
Q1 		$364K Sell
3,914
-90
-2% -$8K 0.03% 214
2025
Q4 		$321K Buy
+4,004
New +$332K 0.02% 226
2024
Q4 		– Sell
-2,991
Closed -$253K – 263
2024
Q3 		$253K Sell
2,991
-130
-4% -$10.1K 0.02% 236
2024
Q2 		$221K Sell
3,121
-168
-5% -$11.9K 0.02% 246
2024
Q1 		$210K Sell
3,289
-2,095
-39% -$123K 0.02% 267
2023
Q4 		$327K Sell
5,384
-605
-10% -$34.5K 0.03% 232
2023
Q3 		$343K Sell
5,989
-1,966
-25% -$136K 0.03% 230
2023
Q2 		$590K Sell
7,955
-5,405
-40% -$409K 0.05% 182
2023
Q1 		$1.03M Buy
13,360
+432
+3% +$33.2K 0.09% 149
2022
Q4 		$1.08M Buy
12,928
+260
+2% +$21K 0.1% 146
2022
Q3 		$993K Sell
12,668
-439
-3% -$37.2K 0.1% 147
2022
Q2 		$1.01M Buy
13,107
+4
+0% +$305 0.1% 148
2022
Q1 		$1.11M Sell
13,103
-85
-0.6% -$6.81K 0.09% 153
2021
Q4 		$1.23M Sell
13,188
-132
-1% -$11.4K 0.09% 151
2021
Q3 		$1.05M Buy
13,320
+420
+3% +$33.9K 0.09% 156
2021
Q2 		$945K Buy
12,900
+175
+1% +$13.1K 0.08% 159
2021
Q1 		$962K Buy
12,725
+32
+0.3% +$2.5K 0.09% 150
2020
Q4 		$979K Buy
12,693
+345
+3% +$25.8K 0.1% 145
2020
Q3 		$857K Sell
12,348
-280
-2% -$19.3K 0.09% 145
2020
Q2 		$758K Sell
12,628
-680
-5% -$40.7K 0.09% 148
2020
Q1 		$801K Buy
13,308
+1,180
+10% +$74.2K 0.11% 140
2019
Q4 		$734K Sell
12,128
-40
-0.3% -$2.33K 0.08% 162
2019
Q3 		$709K Hold
12,168
– – 0.09% 161
2019
Q2 		$623K Buy
12,168
+364
+3% +$17.9K 0.08% 167
2019
Q1 		$570K Sell
11,804
-64
-0.5% -$2.93K 0.08% 172
2018
Q4 		$516K Sell
11,868
-980
-8% -$42.9K 0.08% 170
2018
Q3 		$538K Hold
12,848
– – 0.07% 181
2018
Q2 		$537K Sell
12,848
-504
-4% -$20.4K 0.08% 180
2018
Q1 		$545K Sell
13,352
-428
-3% -$16.5K 0.08% 178
2017
Q4 		$538K Sell
13,780
-308
-2% -$11.9K 0.08% 175
2017
Q3 		$516K Buy
14,088
+1,400
+11% +$51.3K 0.09% 163
2017
Q2 		$444K Sell
12,688
-120
-0.9% -$4.1K 0.07% 175
2017
Q1 		$411K Sell
12,808
-260
-2% -$8.18K 0.08% 176
2016
Q4 		$390K Buy
13,068
+280
+2% +$8.37K 0.08% 161
2016
Q3 		$391K Buy
12,788
+1,108
+9% +$34.9K 0.07% 158
2016
Q2 		$381K Buy
11,680
+620
+6% +$18.6K 0.08% 157
2016
Q1 		$327K Buy
+11,060
New +$310K 0.06% 169

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Appleton Partners's NEE Position: Q2 2026 in Review

Appleton Partners reduced its NextEra Energy (NEE) stake by 0.84% in Q2 2026, selling an estimated $2.98K and leaving 3,881 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #232.

Appleton Partners first reported a position in NEE in Q1 2016 and has held it in 38 quarters since. The position peaked at $1.23M in Q4 2021. 769 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Appleton Partners held 3,881 shares of NextEra Energy worth $341K as of Q2 2026.
  • Appleton Partners sold 33 NextEra Energy shares in Q2 2026, an estimated $2.98K.
  • NextEra Energy made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #232 holding.
  • Appleton Partners first reported a position in NextEra Energy in Q1 2016 and has held it in 38 quarters since.
  • Appleton Partners's NextEra Energy position peaked at $1.23M in Q4 2021.
  • 769 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.