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Boston Trust Walden’s NextEra Energy NEE Stock Holding History

Boston Trust Walden’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 		$2.69M Hold
30,678
– – 0.02% 251
2026
Q1 		$2.85M Hold
30,678
– – 0.02% 251
2025
Q4 		$2.46M Sell
30,678
-884
-3% -$73.2K 0.02% 245
2025
Q3 		$2.38M Sell
31,562
-169
-0.5% -$12.3K 0.02% 244
2025
Q2 		$2.2M Sell
31,731
-273
-0.9% -$19K 0.02% 248
2025
Q1 		$2.27M Buy
32,004
+500
+2% +$35.3K 0.02% 244
2024
Q4 		$2.26M Buy
31,504
+784
+3% +$60.9K 0.02% 248
2024
Q3 		$2.6M Buy
30,720
+130
+0.4% +$10.1K 0.02% 245
2024
Q2 		$2.17M Hold
30,590
– – 0.02% 244
2024
Q1 		$1.96M Sell
30,590
-1,600
-5% -$93.7K 0.01% 246
2023
Q4 		$1.96M Sell
32,190
-2,174
-6% -$124K 0.01% 248
2023
Q3 		$1.97M Hold
34,364
– – 0.02% 244
2023
Q2 		$2.55M Buy
34,364
+4,509
+15% +$341K 0.02% 238
2023
Q1 		$2.3M Hold
29,855
– – 0.02% 243
2022
Q4 		$2.5M Buy
29,855
+194
+0.7% +$15.7K 0.02% 245
2022
Q3 		$2.33M Sell
29,661
-1,056
-3% -$89.6K 0.02% 246
2022
Q2 		$2.38M Buy
30,717
+1,667
+6% +$127K 0.02% 249
2022
Q1 		$2.46M Buy
29,050
+1,968
+7% +$158K 0.02% 252
2021
Q4 		$2.53M Buy
27,082
+4,046
+18% +$350K 0.02% 257
2021
Q3 		$1.81M Sell
23,036
-610
-3% -$49.2K 0.02% 260
2021
Q2 		$1.73M Buy
23,646
+3,214
+16% +$241K 0.02% 266
2021
Q1 		$1.54M Buy
20,432
+760
+4% +$59.3K 0.02% 264
2020
Q4 		$1.52M Buy
19,672
+380
+2% +$28.4K 0.02% 267
2020
Q3 		$1.34M Sell
19,292
-176
-0.9% -$12.2K 0.02% 272
2020
Q2 		$1.17M Sell
19,468
-1,192
-6% -$71.3K 0.02% 274
2020
Q1 		$1.24M Sell
20,660
-2,052
-9% -$129K 0.02% 269
2019
Q4 		$1.38M Buy
22,712
+3,864
+21% +$226K 0.02% 282
2019
Q3 		$1.1M Buy
18,848
+820
+5% +$44.4K 0.01% 284
2019
Q2 		$923K Sell
18,028
-4
-0% -$197 0.01% 301
2019
Q1 		$871K Sell
18,032
-2,408
-12% -$110K 0.01% 303
2018
Q4 		$888K Hold
20,440
– – 0.01% 300
2018
Q3 		$856K Hold
20,440
– – 0.01% 310
2018
Q2 		$854K Sell
20,440
-28
-0.1% -$1.13K 0.01% 308
2018
Q1 		$836K Buy
20,468
+520
+3% +$20.1K 0.01% 309
2017
Q4 		$779K Buy
19,948
+2,760
+16% +$107K 0.01% 316
2017
Q3 		$630K Hold
17,188
– – 0.01% 327
2017
Q2 		$602K Buy
17,188
+5,200
+43% +$178K 0.01% 324
2017
Q1 		$385K Buy
11,988
+648
+6% +$20.4K 0.01% 330
2016
Q4 		$339K Sell
11,340
-60
-0.5% -$1.79K 0.01% 330
2016
Q3 		$349K Hold
11,400
– – 0.01% 325
2016
Q2 		$372K Buy
11,400
+240
+2% +$7.21K 0.01% 323
2016
Q1 		$330K Hold
11,160
– – 0.01% 329
2015
Q4 		$290K Hold
11,160
– – 0.01% 332
2015
Q3 		$272K Sell
11,160
-2,436
-18% -$61.9K ﹤0.01% 340
2015
Q2 		$333K Buy
13,596
+3,096
+29% +$78.7K 0.01% 330
2015
Q1 		$273K Buy
10,500
+900
+9% +$23.7K ﹤0.01% 333
2014
Q4 		$255K Hold
9,600
– – ﹤0.01% 336
2014
Q3 		$225K Hold
9,600
– – ﹤0.01% 333
2014
Q2 		$246K Hold
9,600
– – ﹤0.01% 329
2014
Q1 		$229K Hold
9,600
– – ﹤0.01% 317
2013
Q4 		$205K Sell
9,600
-4,000
-29% -$84.3K ﹤0.01% 330
2013
Q3 		$273K Hold
13,600
– – ﹤0.01% 306
2013
Q2 		$277K Buy
+13,600
New +$270K ﹤0.01% 300

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Boston Trust Walden's NEE Position: Q2 2026 in Review

Boston Trust Walden held its NextEra Energy (NEE) position steady in Q2 2026 at 30,678 shares worth $2.69M. The position accounts for 0.02% of the portfolio, ranked #251.

Boston Trust Walden first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.85M in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Boston Trust Walden held 30,678 shares of NextEra Energy worth $2.69M as of Q2 2026.
  • Boston Trust Walden left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.02% of Boston Trust Walden's portfolio in Q2 2026, its #251 holding.
  • Boston Trust Walden first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Boston Trust Walden's NextEra Energy position peaked at $2.85M in Q1 2026.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.