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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
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Brown Shipley & Co's NEE Position: Q2 2026 in Review

Brown Shipley & Co increased its NextEra Energy (NEE) stake by 2.2% in Q2 2026, buying an estimated $68.2K and bringing the position to 34,911 shares worth $3.06M. The position accounts for 1.59% of the portfolio, ranked #18.

Brown Shipley & Co first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.17M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Brown Shipley & Co held 34,911 shares of NextEra Energy worth $3.06M as of Q2 2026.
  • Brown Shipley & Co bought 754 NextEra Energy shares in Q2 2026, an estimated $68.2K.
  • NextEra Energy made up 1.59% of Brown Shipley & Co's portfolio in Q2 2026, its #18 holding.
  • Brown Shipley & Co first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Brown Shipley & Co's NextEra Energy position peaked at $3.17M in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.