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Aspect Partners’s NextEra Energy NEE Stock Holding History

Aspect 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 		$41.6K Buy
474
+87
+22% +$7.87K 0.02% 159
2026
Q1 		$35.9K Hold
387
– – 0.01% 161
2025
Q4 		$31.1K Sell
387
-125
-24% -$10.4K 0.01% 168
2025
Q3 		$38.6K Hold
512
– – 0.02% 169
2025
Q2 		$35.5K Buy
512
+168
+49% +$11.7K 0.02% 173
2025
Q1 		$24.4K Hold
344
– – 0.01% 172
2024
Q4 		$24.7K Hold
344
– – 0.01% 179
2024
Q3 		$29.1K Buy
344
+1
+0.3% +$78 0.02% 152
2024
Q2 		$24.3K Hold
343
– – 0.01% 166
2024
Q1 		$21.9K Buy
343
+4
+1% +$234 0.02% 172
2023
Q4 		$20.6K Buy
+339
New +$19.3K 0.01% 170

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

Aspect Partners's NEE Position: Q2 2026 in Review

Aspect Partners increased its NextEra Energy (NEE) stake by 22% in Q2 2026, buying an estimated $7.87K and bringing the position to 474 shares worth $41.6K. The position accounts for 0.02% of the portfolio, ranked #159.

Aspect Partners first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Aspect Partners held 474 shares of NextEra Energy worth $41.6K as of Q2 2026.
  • Aspect Partners bought 87 NextEra Energy shares in Q2 2026, an estimated $7.87K.
  • NextEra Energy made up 0.02% of Aspect Partners's portfolio in Q2 2026, its #159 holding.
  • Aspect Partners first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.