Birch Hill Investment Advisors’s NextEra Energy NEE Stock Holding History

Birch Hill Investment Advisors’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	$19.8M	Buy	225,257 +59,405	+36%	+$5.37M	0.8%	34
2026 Q1	$15.4M	Buy	165,852 +7,930	+5%	+$705K	0.69%	38
2025 Q4	$12.7M	Sell	157,922 -2,882	-2%	-$239K	0.53%	39
2025 Q3	$12.1M	Buy	160,804 +26,549	+20%	+$1.94M	0.51%	39
2025 Q2	$9.32M	Buy	134,255 +58,850	+78%	+$4.09M	0.41%	41
2025 Q1	$5.35M	Buy	75,405 +1,329	+2%	+$93.8K	0.25%	55
2024 Q4	$5.31M	Buy	74,076 +3,438	+5%	+$267K	0.25%	56
2024 Q3	$5.97M	Buy	70,638 +1,050	+2%	+$81.9K	0.28%	49
2024 Q2	$4.93M	Buy	69,588 +750	+1%	+$53.2K	0.24%	57
2024 Q1	$4.4M	Buy	68,838 +2,415	+4%	+$141K	0.21%	59
2023 Q4	$4.03M	Sell	66,423 -1,898	-3%	-$108K	0.21%	58
2023 Q3	$3.91M	Sell	68,321 -500	-0.7%	-$34.6K	0.23%	55
2023 Q2	$5.11M	Buy	68,821 +359	+0.5%	+$27.2K	0.29%	51
2023 Q1	$5.28M	Buy	68,462 +305	+0.4%	+$23.5K	0.33%	51
2022 Q4	$5.7M	Hold	68,157	–	–	0.36%	47
2022 Q3	$5.34M	Sell	68,157 -1,400	-2%	-$119K	0.36%	47
2022 Q2	$5.39M	Buy	69,557 +250	+0.4%	+$19K	0.34%	50
2022 Q1	$5.87M	Buy	69,307 +120	+0.2%	+$9.62K	0.31%	52
2021 Q4	$6.46M	Buy	69,187 +3,200	+5%	+$277K	0.32%	54
2021 Q3	$5.18M	Buy	65,987 +440	+0.7%	+$35.5K	0.28%	55
2021 Q2	$4.8M	Buy	65,547 +1,340	+2%	+$101K	0.26%	57
2021 Q1	$4.86M	Buy	64,207 +1,535	+2%	+$120K	0.28%	56
2020 Q4	$4.83M	Hold	62,672	–	–	0.29%	53
2020 Q3	$4.35M	Hold	62,672	–	–	0.29%	49
2020 Q2	$3.76M	Hold	62,672	–	–	0.28%	48
2020 Q1	$3.77M	Sell	62,672 -400	-0.6%	-$25.1K	0.33%	48
2019 Q4	$3.82M	Sell	63,072 -200	-0.3%	-$11.7K	0.25%	54
2019 Q3	$3.69M	Sell	63,272 -400	-0.6%	-$21.6K	0.27%	53
2019 Q2	$3.26M	Hold	63,672	–	–	0.24%	56
2019 Q1	$3.08M	Hold	63,672	–	–	0.23%	58
2018 Q4	$2.77M	Hold	63,672	–	–	0.24%	57
2018 Q3	$2.67M	Buy	63,672 +3,600	+6%	+$153K	0.2%	67
2018 Q2	$2.51M	Hold	60,072	–	–	0.2%	64
2018 Q1	$2.45M	Sell	60,072 -400	-0.7%	-$15.4K	0.2%	61
2017 Q4	$2.36M	Buy	60,472 +2,000	+3%	+$77.2K	0.2%	62
2017 Q3	$2.14M	Hold	58,472	–	–	0.19%	63
2017 Q2	$2.05M	Hold	58,472	–	–	0.18%	61
2017 Q1	$1.88M	Buy	58,472 +1,200	+2%	+$37.7K	0.16%	63
2016 Q4	$1.71M	Sell	57,272 -2,000	-3%	-$59.8K	0.16%	64
2016 Q3	$1.81M	Sell	59,272 -8,400	-12%	-$265K	0.17%	65
2016 Q2	$2.21M	Sell	67,672 -4,000	-6%	-$120K	0.22%	58
2016 Q1	$2.12M	Sell	71,672 -400	-0.6%	-$11.2K	0.22%	57
2015 Q4	$1.87M	Hold	72,072	–	–	0.2%	62
2015 Q3	$1.76M	Sell	72,072 -800	-1%	-$20.3K	0.19%	62
2015 Q2	$1.79M	Sell	72,872 -2,400	-3%	-$61K	0.18%	66
2015 Q1	$1.96M	Sell	75,272 -6,840	-8%	-$180K	0.2%	67
2014 Q4	$2.18M	Sell	82,112 -10,800	-12%	-$273K	0.22%	64
2014 Q3	$2.18M	Buy	92,912 +736	+0.8%	+$17.8K	0.23%	61
2014 Q2	$2.36M	Sell	92,176 -1,000	-1%	-$24.3K	0.25%	61
2014 Q1	$2.23M	Sell	93,176 -7,856	-8%	-$178K	0.24%	60
2013 Q4	$2.16M	Sell	101,032 -3,800	-4%	-$80.1K	0.23%	65
2013 Q3	$2.1M	Sell	104,832 -12,360	-11%	-$255K	0.25%	63
2013 Q2	$2.39M	Buy	+117,192	New	+$2.33M	0.3%	61

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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

Birch Hill Investment Advisors's NEE Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its NextEra Energy (NEE) stake by 36% in Q2 2026, buying an estimated $5.37M and bringing the position to 225,257 shares worth $19.8M. The position accounts for 0.8% of the portfolio, ranked #34.

Birch Hill Investment Advisors first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Birch Hill Investment Advisors held 225,257 shares of NextEra Energy worth $19.8M as of Q2 2026.
Birch Hill Investment Advisors bought 59,405 NextEra Energy shares in Q2 2026, an estimated $5.37M.
NextEra Energy made up 0.8% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #34 holding.
Birch Hill Investment Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.