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Aspen Investment Management’s NextEra Energy NEE Stock Holding History

Aspen 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 		$1.43M Buy
16,292
+176
+1% +$15.9K 0.38% 81
2026
Q1 		$1.5M Buy
16,116
+670
+4% +$59.6K 0.46% 72
2025
Q4 		$1.24M Sell
15,446
-79
-0.5% -$6.54K 0.37% 81
2025
Q3 		$1.17M Sell
15,525
-75
-0.5% -$5.48K 0.45% 65
2025
Q2 		$1.08M Buy
15,600
+136
+0.9% +$9.45K 0.46% 66
2025
Q1 		$1.1M Buy
15,464
+358
+2% +$25.3K 0.51% 57
2024
Q4 		$1.08M Buy
15,106
+151
+1% +$11.7K 0.5% 59
2024
Q3 		$1.26M Sell
14,955
-55
-0.4% -$4.29K 0.59% 52
2024
Q2 		$1.06M Buy
15,010
+21
+0.1% +$1.49K 0.53% 53
2024
Q1 		$958K Sell
14,989
-255
-2% -$14.9K 0.49% 59
2023
Q4 		$926K Sell
15,244
-662
-4% -$37.7K 0.52% 60
2023
Q3 		$911K Buy
15,906
+626
+4% +$43.3K 0.55% 56
2023
Q2 		$1.13M Sell
15,280
-125
-0.8% -$9.46K 0.67% 44
2023
Q1 		$1.19M Sell
15,405
-190
-1% -$14.6K 0.76% 38
2022
Q4 		$1.3M Sell
15,595
-780
-5% -$63K 0.85% 34
2022
Q3 		$1.28M Sell
16,375
-250
-2% -$21.2K 0.86% 36
2022
Q2 		$1.29M Sell
16,625
-20
-0.1% -$1.52K 0.81% 38
2022
Q1 		$1.41M Buy
16,645
+245
+1% +$19.6K 0.74% 44
2021
Q4 		$1.53M Sell
16,400
-945
-5% -$81.7K 0.75% 40
2021
Q3 		$1.36M Buy
17,345
+1,155
+7% +$93.2K 0.72% 42
2021
Q2 		$1.19M Buy
16,190
+100
+0.6% +$7.5K 0.62% 52
2021
Q1 		$1.22M Sell
16,090
-973
-6% -$75.9K 0.68% 47
2020
Q4 		$1.32M Buy
17,063
+167
+1% +$12.5K 0.78% 43
2020
Q3 		$1.17M Sell
16,896
-400
-2% -$27.6K 0.78% 41
2020
Q2 		$1.04M Sell
17,296
-380
-2% -$22.7K 0.74% 40
2020
Q1 		$1.06M Buy
17,676
+1,736
+11% +$109K 0.92% 29
2019
Q4 		$965K Buy
15,940
+460
+3% +$26.9K 0.6% 59
2019
Q3 		$902K Buy
15,480
+340
+2% +$18.4K 0.6% 62
2019
Q2 		$775K Hold
15,140
– – 0.51% 67
2019
Q1 		$732K Buy
15,140
+900
+6% +$41.2K 0.51% 67
2018
Q4 		$619K Buy
14,240
+100
+0.7% +$4.37K 0.5% 63
2018
Q3 		$592K Hold
14,140
– – 0.39% 78
2018
Q2 		$590K Sell
14,140
-400
-3% -$16.2K 0.41% 76
2018
Q1 		$594K Sell
14,540
-600
-4% -$23.1K 0.43% 73
2017
Q4 		$591K Hold
15,140
– – 0.42% 71
2017
Q3 		$555K Buy
15,140
+700
+5% +$25.6K 0.41% 71
2017
Q2 		$506K Hold
14,440
– – 0.38% 71
2017
Q1 		$463K Hold
14,440
– – 0.34% 77
2016
Q4 		$431K Hold
14,440
– – 0.32% 77
2016
Q3 		$442K Sell
14,440
-400
-3% -$12.6K 0.35% 73
2016
Q2 		$484K Hold
14,840
– – 0.4% 63
2016
Q1 		$439K Hold
14,840
– – 0.4% 62
2015
Q4 		$385K Hold
14,840
– – 0.38% 74
2015
Q3 		$362K Hold
14,840
– – 0.35% 76
2015
Q2 		$364K Hold
14,840
– – 0.31% 78
2015
Q1 		$386K Sell
14,840
-1,000
-6% -$26.4K 0.31% 77
2014
Q4 		$421K Sell
15,840
-400
-2% -$10.1K 0.35% 74
2014
Q3 		$381K Sell
16,240
-7,600
-32% -$184K 0.32% 78
2014
Q2 		$611K Sell
23,840
-400
-2% -$9.73K 0.37% 78
2014
Q1 		$579K Hold
24,240
– – 0.37% 76
2013
Q4 		$519K Hold
24,240
– – 0.35% 82
2013
Q3 		$486K Hold
24,240
– – 0.34% 81
2013
Q2 		$494K Buy
+24,240
New +$481K 0.34% 80

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

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

Aspen Investment Management increased its NextEra Energy (NEE) stake by 1.1% in Q2 2026, buying an estimated $15.9K and bringing the position to 16,292 shares worth $1.43M. The position accounts for 0.38% of the portfolio, ranked #81.

Aspen Investment Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.53M in Q4 2021. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Aspen Investment Management held 16,292 shares of NextEra Energy worth $1.43M as of Q2 2026.
  • Aspen Investment Management bought 176 NextEra Energy shares in Q2 2026, an estimated $15.9K.
  • NextEra Energy made up 0.38% of Aspen Investment Management's portfolio in Q2 2026, its #81 holding.
  • Aspen Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Aspen Investment Management's NextEra Energy position peaked at $1.53M in Q4 2021.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.