AL
NEE icon

Aspiriant LLC’s NextEra Energy NEE Stock Holding History

Aspiriant LLC’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 		$421K Buy
4,794
+565
+13% +$51.1K 0.01% 272
2026
Q1 		$393K Buy
4,229
+407
+11% +$36.2K 0.01% 249
2025
Q4 		$307K Sell
3,822
-328
-8% -$27.2K 0.01% 274
2025
Q3 		$313K Sell
4,150
-104
-2% -$7.6K 0.01% 246
2025
Q2 		$295K Sell
4,254
-3,218
-43% -$224K 0.01% 256
2025
Q1 		$530K Sell
7,472
-3,642
-33% -$257K 0.02% 186
2024
Q4 		$797K Buy
11,114
+1,539
+16% +$120K 0.03% 161
2024
Q3 		$809K Buy
9,575
+1,714
+22% +$134K 0.03% 158
2024
Q2 		$557K Sell
7,861
-678
-8% -$48.1K 0.02% 186
2024
Q1 		$546K Buy
8,539
+623
+8% +$36.5K 0.02% 189
2023
Q4 		$481K Sell
7,916
-979
-11% -$55.8K 0.02% 193
2023
Q3 		$510K Sell
8,895
-621
-7% -$43K 0.03% 177
2023
Q2 		$706K Buy
9,516
+1,277
+15% +$96.7K 0.04% 163
2023
Q1 		$635K Sell
8,239
-697
-8% -$53.6K 0.03% 164
2022
Q4 		$747K Buy
8,936
+41
+0.5% +$3.31K 0.04% 151
2022
Q3 		$696K Buy
8,895
+245
+3% +$20.8K 0.03% 145
2022
Q2 		$668K Buy
8,650
+724
+9% +$55.1K 0.03% 147
2022
Q1 		$672K Sell
7,926
-1,157
-13% -$92.7K 0.04% 154
2021
Q4 		$848K Buy
9,083
+2,632
+41% +$227K 0.05% 146
2021
Q3 		$507K Sell
6,451
-1,211
-16% -$97.7K 0.03% 159
2021
Q2 		$560K Buy
7,662
+891
+13% +$66.9K 0.03% 148
2021
Q1 		$513K Buy
6,771
+475
+8% +$37.1K 0.03% 145
2020
Q4 		$485K Sell
6,296
-12
-0.2% -$898 0.03% 146
2020
Q3 		$438K Buy
6,308
+16
+0.3% +$1.1K 0.03% 158
2020
Q2 		$378K Buy
6,292
+1,396
+29% +$83.6K 0.04% 145
2020
Q1 		$294K Buy
4,896
+140
+3% +$8.8K 0.03% 160
2019
Q4 		$289K Sell
4,756
-472
-9% -$27.6K 0.03% 172
2019
Q3 		$304K Sell
5,228
-24,236
-82% -$1.31M 0.03% 177
2019
Q2 		$1.5M Sell
29,464
-2,620
-8% -$129K 0.13% 88
2019
Q1 		$1.56M Sell
32,084
-2,596
-7% -$119K 0.13% 90
2018
Q4 		$1.51M Sell
34,680
-1,196
-3% -$52.3K 0.11% 90
2018
Q3 		$1.51M Sell
35,876
-1,656
-4% -$70.5K 0.13% 92
2018
Q2 		$1.57M Sell
37,532
-1,140
-3% -$46K 0.13% 89
2018
Q1 		$1.58M Buy
38,672
+32,908
+571% +$1.27M 0.14% 78
2017
Q4 		$225K Sell
5,764
-40,176
-87% -$1.55M 0.07% 74
2017
Q3 		$1.68M Sell
45,940
-9,668
-17% -$354K 0.14% 84
2017
Q2 		$1.95M Sell
55,608
-5,948
-10% -$203K 0.17% 81
2017
Q1 		$1.98M Sell
61,556
-7,280
-11% -$229K 0.17% 84
2016
Q4 		$2.06M Sell
68,836
-40,728
-37% -$1.22M 0.19% 73
2016
Q3 		$3.35M Buy
109,564
+12,604
+13% +$397K 0.33% 44
2016
Q2 		$2.38M Sell
96,960
-14,896
-13% -$447K 0.22% 71
2016
Q1 		$3.31M Buy
+111,856
New +$3.14M 0.32% 51

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Aspiriant LLC's NEE Position: Q2 2026 in Review

Aspiriant LLC increased its NextEra Energy (NEE) stake by 13% in Q2 2026, buying an estimated $51.1K and bringing the position to 4,794 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #272.

Aspiriant LLC first reported a position in NEE in Q1 2016 and has held it in 42 quarters since. The position peaked at $3.35M in Q3 2016. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Aspiriant LLC held 4,794 shares of NextEra Energy worth $421K as of Q2 2026.
  • Aspiriant LLC bought 565 NextEra Energy shares in Q2 2026, an estimated $51.1K.
  • NextEra Energy made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #272 holding.
  • Aspiriant LLC first reported a position in NextEra Energy in Q1 2016 and has held it in 42 quarters since.
  • Aspiriant LLC's NextEra Energy position peaked at $3.35M in Q3 2016.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.