Brown Shipley & Co
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Brown Shipley & Co’s NextEra Energy NEE Stock Holding History

Brown Shipley & Co’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
Q3 		$2.67M Buy
35,189
+278
+0.8% +$23.5K 1.28% 20
2026
Q2 		$3.06M Buy
34,911
+754
+2% +$68.2K 1.59% 18
2026
Q1 		$3.17M Buy
34,157
+33,393
+4,371% +$2.97M 1.91% 16
2025
Q4 		$61.3K Buy
+764
New +$63.3K 0.03% 50

Other funds holding NEE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Brown Shipley & Co's NEE Position: Q3 2026 in Review

Brown Shipley & Co increased its NextEra Energy (NEE) stake by 0.8% in Q3 2026, buying an estimated $23.5K and bringing the position to 35,189 shares worth $2.67M. The position accounts for 1.28% of the portfolio, ranked #20.

Brown Shipley & Co first reported a position in NEE in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.17M in Q1 2026. 1,258 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Brown Shipley & Co held 35,189 shares of NextEra Energy worth $2.67M as of Q3 2026.
  • Brown Shipley & Co bought 278 NextEra Energy shares in Q3 2026, an estimated $23.5K.
  • NextEra Energy made up 1.28% of Brown Shipley & Co's portfolio in Q3 2026, its #20 holding.
  • Brown Shipley & Co first reported a position in NextEra Energy in Q4 2025 and has held it in 4 quarters since.
  • Brown Shipley & Co's NextEra Energy position peaked at $3.17M in Q1 2026.
  • 1,258 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Brown Shipley & Co's 13F filing for Q3 2026, filed 9 Oct 2026.