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Ballentine Partners’s NextEra Energy NEE Stock Holding History

Ballentine 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 		$3.29M Sell
37,480
-267
-0.7% -$24.2K 0.04% 150
2026
Q1 		$3.51M Buy
37,747
+330
+0.9% +$29.3K 0.05% 133
2025
Q4 		$3M Sell
37,417
-908
-2% -$75.2K 0.04% 141
2025
Q3 		$2.89M Sell
38,325
-7,071
-16% -$517K 0.04% 147
2025
Q2 		$3.15M Buy
45,396
+1,154
+3% +$80.2K 0.05% 135
2025
Q1 		$3.14M Sell
44,242
-942
-2% -$66.5K 0.05% 122
2024
Q4 		$3.24M Buy
45,184
+1,092
+2% +$84.8K 0.06% 117
2024
Q3 		$3.73M Buy
44,092
+3,407
+8% +$266K 0.06% 107
2024
Q2 		$2.88M Buy
40,685
+9,361
+30% +$664K 0.05% 118
2024
Q1 		$2M Sell
31,324
-16,655
-35% -$976K 0.04% 154
2023
Q4 		$2.91M Buy
47,979
+9,461
+25% +$539K 0.06% 114
2023
Q3 		$2.21M Buy
38,518
+5,501
+17% +$381K 0.05% 110
2023
Q2 		$2.45M Sell
33,017
-731
-2% -$55.3K 0.06% 105
2023
Q1 		$2.6M Buy
33,748
+2,275
+7% +$175K 0.07% 105
2022
Q4 		$2.63M Buy
31,473
+4,759
+18% +$384K 0.08% 93
2022
Q3 		$2.09M Buy
26,714
+4,030
+18% +$342K 0.07% 95
2022
Q2 		$1.76M Sell
22,684
-666
-3% -$50.7K 0.06% 108
2022
Q1 		$1.98M Buy
23,350
+4,967
+27% +$398K 0.06% 109
2021
Q4 		$1.72M Buy
18,383
+4,128
+29% +$357K 0.05% 121
2021
Q3 		$1.12M Sell
14,255
-26
-0.2% -$2.1K 0.04% 151
2021
Q2 		$1.05M Sell
14,281
-92
-0.6% -$6.91K 0.04% 151
2021
Q1 		$1.09M Sell
14,373
-344
-2% -$26.8K 0.04% 143
2020
Q4 		$1.14M Sell
14,717
-1,975
-12% -$148K 0.05% 140
2020
Q3 		$1.16M Sell
16,692
-5,872
-26% -$405K 0.05% 128
2020
Q2 		$1.35M Sell
22,564
-220
-1% -$13.2K 0.06% 106
2020
Q1 		$1.37M Buy
22,784
+6,560
+40% +$412K 0.08% 103
2019
Q4 		$982K Buy
16,224
+64
+0.4% +$3.74K 0.04% 154
2019
Q3 		$941K Buy
16,160
+116
+0.7% +$6.28K 0.04% 153
2019
Q2 		$821K Buy
16,044
+1,952
+14% +$96K 0.04% 166
2019
Q1 		$681K Buy
14,092
+476
+3% +$21.8K 0.04% 164
2018
Q4 		$591K Sell
13,616
-644
-5% -$28.2K 0.03% 174
2018
Q3 		$598K Sell
14,260
-24
-0.2% -$1.02K 0.03% 175
2018
Q2 		$597K Buy
14,284
+624
+5% +$25.2K 0.03% 166
2018
Q1 		$558K Sell
13,660
-72
-0.5% -$2.78K 0.03% 167
2017
Q4 		$536K Sell
13,732
-2,456
-15% -$94.8K 0.03% 176
2017
Q3 		$593K Buy
16,188
+3,416
+27% +$125K 0.03% 171
2017
Q2 		$453K Buy
12,772
+244
+2% +$8.34K 0.03% 211
2017
Q1 		$402K Buy
+12,528
New +$394K 0.03% 144
2016
Q4 		– Sell
-8,212
Closed -$252K – 221
2016
Q3 		$252K Sell
8,212
-348
-4% -$11K 0.02% 156
2016
Q2 		$279K Buy
8,560
+1,068
+14% +$32.1K 0.02% 163
2016
Q1 		$222K Sell
7,492
-496
-6% -$13.9K 0.02% 186
2015
Q4 		$207K Buy
+7,988
New +$202K 0.02% 164

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

Ballentine Partners's NEE Position: Q2 2026 in Review

Ballentine Partners reduced its NextEra Energy (NEE) stake by 0.71% in Q2 2026, selling an estimated $24.2K and leaving 37,480 shares worth $3.29M. The position accounts for 0.04% of the portfolio, ranked #150.

Ballentine Partners first reported a position in NEE in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.73M in Q3 2024. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Ballentine Partners held 37,480 shares of NextEra Energy worth $3.29M as of Q2 2026.
  • Ballentine Partners sold 267 NextEra Energy shares in Q2 2026, an estimated $24.2K.
  • NextEra Energy made up 0.04% of Ballentine Partners's portfolio in Q2 2026, its #150 holding.
  • Ballentine Partners first reported a position in NextEra Energy in Q4 2015 and has held it in 42 quarters since.
  • Ballentine Partners's NextEra Energy position peaked at $3.73M in Q3 2024.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.