Brookwood Investment Group’s NextEra Energy NEE Stock Holding History

Brookwood 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	$671K	Sell	7,645 -260	-3%	-$23.5K	0.08%	253
2026 Q1	$734K	Sell	7,905 -88	-1%	-$7.82K	0.09%	209
2025 Q4	$642K	Buy	7,993 +12	+0.2%	+$994	0.08%	239
2025 Q3	$603K	Buy	7,981 +4,954	+164%	+$362K	0.08%	232
2025 Q2	$210K	Sell	3,027 -5,075	-63%	-$353K	0.03%	410
2025 Q1	$574K	Buy	+8,102	New	+$572K	0.1%	202

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

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

Brookwood Investment Group reduced its NextEra Energy (NEE) stake by 3.3% in Q2 2026, selling an estimated $23.5K and leaving 7,645 shares worth $671K. The position accounts for 0.08% of the portfolio, ranked #253.

Brookwood Investment Group first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $734K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Brookwood Investment Group held 7,645 shares of NextEra Energy worth $671K as of Q2 2026.
Brookwood Investment Group sold 260 NextEra Energy shares in Q2 2026, an estimated $23.5K.
NextEra Energy made up 0.08% of Brookwood Investment Group's portfolio in Q2 2026, its #253 holding.
Brookwood Investment Group first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's NextEra Energy position peaked at $734K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.