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Boothe Investment Group’s NextEra Energy NEE Stock Holding History

Boothe Investment Group’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 		– Sell
-9,538
Closed -$886K – 40
2026
Q1 		$886K Buy
9,538
+545
+6% +$48.5K 0.29% 34
2025
Q4 		$722K Buy
8,993
+733
+9% +$60.7K 0.26% 32
2025
Q3 		$624K Buy
8,260
+314
+4% +$22.9K 0.23% 34
2025
Q2 		$552K Buy
+7,946
New +$552K 0.21% 37

Other funds holding NEE

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Boothe Investment Group's NEE Position: Q2 2026 in Review

Boothe Investment Group sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 9,538 shares — an estimated $886K sold.

Boothe Investment Group first reported a position in NEE in Q2 2025 and held it in 4 quarters. The position peaked at $886K in Q1 2026. 511 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Boothe Investment Group reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Boothe Investment Group sold 9,538 NextEra Energy shares in Q2 2026, an estimated $886K.
  • Boothe Investment Group first reported a position in NextEra Energy in Q2 2025 and held it in 4 quarters.
  • Boothe Investment Group's NextEra Energy position peaked at $886K in Q1 2026.
  • 511 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Boothe Investment Group's 13F filing for Q2 2026, filed 14 Jul 2026.