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Avity Investment Management’s NextEra Energy NEE Stock Holding History

Avity 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 		$43.9M Buy
500,576
+26,848
+6% +$2.43M 2.8% 14
2026
Q1 		$44M Buy
473,728
+2,273
+0.5% +$202K 3.2% 12
2025
Q4 		$37.8M Sell
471,455
-4,205
-0.9% -$348K 2.66% 14
2025
Q3 		$35.9M Sell
475,660
-30,855
-6% -$2.25M 2.52% 18
2025
Q2 		$35.2M Buy
506,515
+8,565
+2% +$595K 2.61% 18
2025
Q1 		$35.3M Buy
497,950
+54,517
+12% +$3.85M 2.85% 17
2024
Q4 		$31.8M Sell
443,433
-63,834
-13% -$4.96M 2.49% 20
2024
Q3 		$42.9M Buy
507,267
+401,397
+379% +$31.3M 3.34% 13
2024
Q2 		$7.5M Buy
105,870
+86,042
+434% +$6.1M 0.6% 34
2024
Q1 		$1.27M Buy
19,828
+776
+4% +$45.5K 0.1% 49
2023
Q4 		$1.16M Buy
+19,052
New +$1.09M 0.1% 47
2022
Q3 		– Sell
-3,370
Closed -$261K – 84
2022
Q2 		$261K Hold
3,370
– – 0.03% 74
2022
Q1 		$285K Buy
3,370
+304
+10% +$24.4K 0.03% 75
2021
Q4 		$286K Buy
3,066
+98
+3% +$8.47K 0.02% 73
2021
Q3 		$233K Sell
2,968
-120
-4% -$9.68K 0.02% 79
2021
Q2 		$226K Buy
3,088
+20
+0.7% +$1.5K 0.02% 79
2021
Q1 		$232K Sell
3,068
-100
-3% -$7.8K 0.02% 78
2020
Q4 		$244K Sell
3,168
-20
-0.6% -$1.5K 0.02% 74
2020
Q3 		$221K Sell
3,188
-144
-4% -$9.94K 0.02% 64
2020
Q2 		$200K Buy
+3,332
New +$199K 0.02% 66

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

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

Avity Investment Management increased its NextEra Energy (NEE) stake by 5.7% in Q2 2026, buying an estimated $2.43M and bringing the position to 500,576 shares worth $43.9M. The position accounts for 2.8% of the portfolio, ranked #14.

Avity Investment Management first reported a position in NEE in Q2 2020 and has held it in 20 quarters since. The position peaked at $44M in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Avity Investment Management held 500,576 shares of NextEra Energy worth $43.9M as of Q2 2026.
  • Avity Investment Management bought 26,848 NextEra Energy shares in Q2 2026, an estimated $2.43M.
  • NextEra Energy made up 2.8% of Avity Investment Management's portfolio in Q2 2026, its #14 holding.
  • Avity Investment Management first reported a position in NextEra Energy in Q2 2020 and has held it in 20 quarters since.
  • Avity Investment Management's NextEra Energy position peaked at $44M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.