BWM
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BigSur Wealth Management’s NextEra Energy NEE Stock Holding History

BigSur Wealth 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 		$794K Buy
9,049
+1,166
+15% +$105K 0.19% 110
2026
Q1 		$732K Hold
7,883
– – 0.21% 102
2025
Q4 		$633K Sell
7,883
-169
-2% -$14K 0.15% 113
2025
Q3 		$608K Hold
8,052
– – 0.15% 113
2025
Q2 		$559K Buy
+8,052
New +$559K 0.14% 112

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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

BigSur Wealth Management's NEE Position: Q2 2026 in Review

BigSur Wealth Management increased its NextEra Energy (NEE) stake by 15% in Q2 2026, buying an estimated $105K and bringing the position to 9,049 shares worth $794K. The position accounts for 0.19% of the portfolio, ranked #110.

BigSur Wealth Management first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • BigSur Wealth Management held 9,049 shares of NextEra Energy worth $794K as of Q2 2026.
  • BigSur Wealth Management bought 1,166 NextEra Energy shares in Q2 2026, an estimated $105K.
  • NextEra Energy made up 0.19% of BigSur Wealth Management's portfolio in Q2 2026, its #110 holding.
  • BigSur Wealth Management first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.