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Armbruster Capital Management’s NextEra Energy NEE Stock Holding History

Armbruster Capital 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 		$638K Hold
7,270
– – 0.1% 75
2026
Q1 		$675K Sell
7,270
-87
-1% -$7.74K 0.11% 75
2025
Q4 		$591K Buy
7,357
+2,410
+49% +$200K 0.1% 79
2025
Q3 		$373K Sell
4,947
-400
-7% -$29.2K 0.06% 102
2025
Q2 		$371K Sell
5,347
-852
-14% -$59.2K 0.07% 102
2025
Q1 		$439K Sell
6,199
-307
-5% -$21.7K 0.09% 92
2024
Q4 		$466K Sell
6,506
-46
-0.7% -$3.57K 0.09% 89
2024
Q3 		$554K Buy
6,552
+46
+0.7% +$3.59K 0.11% 83
2024
Q2 		$461K Sell
6,506
-394
-6% -$28K 0.1% 82
2024
Q1 		$441K Hold
6,900
– – 0.09% 79
2023
Q4 		$419K Sell
6,900
-37
-0.5% -$2.11K 0.1% 79
2023
Q3 		$397K Sell
6,937
-4
-0.1% -$277 0.1% 79
2023
Q2 		$515K Sell
6,941
-77
-1% -$5.83K 0.13% 66
2023
Q1 		$541K Hold
7,018
– – 0.14% 59
2022
Q4 		$587K Sell
7,018
-20
-0.3% -$1.62K 0.15% 54
2022
Q3 		$552K Hold
7,038
– – 0.16% 60
2022
Q2 		$545K Hold
7,038
– – 0.15% 63
2022
Q1 		$596K Hold
7,038
– – 0.14% 64
2021
Q4 		$657K Buy
7,038
+123
+2% +$10.6K 0.15% 64
2021
Q3 		$543K Hold
6,915
– – 0.16% 54
2021
Q2 		$507K Hold
6,915
– – 0.14% 58
2021
Q1 		$523K Sell
6,915
-285
-4% -$22.2K 0.15% 49
2020
Q4 		$555K Hold
7,200
– – 0.19% 42
2020
Q3 		$500K Hold
7,200
– – 0.19% 44
2020
Q2 		$432K Hold
7,200
– – 0.17% 46
2020
Q1 		$433K Hold
7,200
– – 0.2% 47
2019
Q4 		$436K Hold
7,200
– – 0.17% 48
2019
Q3 		$419K Hold
7,200
– – 0.17% 47
2019
Q2 		$369K Hold
7,200
– – 0.15% 54
2019
Q1 		$348K Buy
7,200
+1,600
+29% +$73.2K 0.15% 56
2018
Q4 		$243K Sell
5,600
-320
-5% -$14K 0.12% 59
2018
Q3 		$248K Buy
5,920
+228
+4% +$9.71K 0.11% 67
2018
Q2 		$238K Buy
5,692
+92
+2% +$3.71K 0.11% 62
2018
Q1 		$229K Sell
5,600
-1,236
-18% -$47.7K 0.11% 61
2017
Q4 		$267K Hold
6,836
– – 0.12% 54
2017
Q3 		$250K Hold
6,836
– – 0.13% 52
2017
Q2 		$239K Buy
6,836
+744
+12% +$25.4K 0.13% 53
2017
Q1 		$196K Hold
6,092
– – 0.11% 60
2016
Q4 		$182K Buy
6,092
+92
+2% +$2.75K 0.11% 66
2016
Q3 		$183K Hold
6,000
– – 0.11% 68
2016
Q2 		$196K Hold
6,000
– – 0.13% 68
2016
Q1 		$178K Hold
6,000
– – 0.12% 69
2015
Q4 		$156K Buy
+6,000
New +$152K 0.14% 75

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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Armbruster Capital Management's NEE Position: Q2 2026 in Review

Armbruster Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 7,270 shares worth $638K. The position accounts for 0.1% of the portfolio, ranked #75.

Armbruster Capital Management first reported a position in NEE in Q4 2015 and has held it in 43 quarters since. The position peaked at $675K in Q1 2026. 637 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Armbruster Capital Management held 7,270 shares of NextEra Energy worth $638K as of Q2 2026.
  • Armbruster Capital Management left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.1% of Armbruster Capital Management's portfolio in Q2 2026, its #75 holding.
  • Armbruster Capital Management first reported a position in NextEra Energy in Q4 2015 and has held it in 43 quarters since.
  • Armbruster Capital Management's NextEra Energy position peaked at $675K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.