Brentview Investment Management’s NextEra Energy NEE Stock Holding History

Brentview Investment 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	$6.42M	Buy	73,177 +2,035	+3%	+$184K	2.54%	16
2026 Q1	$6.61M	Buy	71,142 +2,683	+4%	+$239K	2.86%	12
2025 Q4	$5.5M	Buy	68,459 +379	+0.6%	+$31.4K	2.49%	19
2025 Q3	$5.14M	Buy	68,080 +2,779	+4%	+$203K	2.34%	19
2025 Q2	$4.53M	Sell	65,301 -576	-0.9%	-$40K	2.29%	19
2025 Q1	$4.67M	Buy	65,877 +13,418	+26%	+$947K	2.48%	14
2024 Q4	$3.76M	Buy	+52,459	New	+$4.08M	2.14%	21

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Brentview Investment Management's NEE Position: Q2 2026 in Review

Brentview Investment Management increased its NextEra Energy (NEE) stake by 2.9% in Q2 2026, buying an estimated $184K and bringing the position to 73,177 shares worth $6.42M. The position accounts for 2.54% of the portfolio, ranked #16.

Brentview Investment Management first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.61M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Brentview Investment Management held 73,177 shares of NextEra Energy worth $6.42M as of Q2 2026.
Brentview Investment Management bought 2,035 NextEra Energy shares in Q2 2026, an estimated $184K.
NextEra Energy made up 2.54% of Brentview Investment Management's portfolio in Q2 2026, its #16 holding.
Brentview Investment Management first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Brentview Investment Management's NextEra Energy position peaked at $6.61M in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Brentview Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.