Avalon Capital Management’s NextEra Energy NEE Stock Holding History

Avalon 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	$295K	Hold	3,364	–	–	0.07%	99
2026 Q1	$312K	Hold	3,364	–	–	0.09%	95
2025 Q4	$270K	Hold	3,364	–	–	0.06%	120
2025 Q3	$254K	Hold	3,364	–	–	0.06%	116
2025 Q2	$234K	Hold	3,364	–	–	0.06%	118
2025 Q1	$238K	Hold	3,364	–	–	0.07%	115
2024 Q4	$241K	Hold	3,364	–	–	0.08%	119
2024 Q3	$284K	Hold	3,364	–	–	0.09%	108
2024 Q2	$238K	Buy	+3,364	New	+$239K	0.08%	107

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Avalon Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 3,364 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #99.

Avalon Capital Management first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $312K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Avalon Capital Management held 3,364 shares of NextEra Energy worth $295K as of Q2 2026.
Avalon Capital Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.07% of Avalon Capital Management's portfolio in Q2 2026, its #99 holding.
Avalon Capital Management first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
Avalon Capital Management's NextEra Energy position peaked at $312K in Q1 2026.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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