Broyhill Asset Management’s NextEra Energy NEE Stock Holding History

Broyhill Asset 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	$600K	Hold	6,837	–	–	0.53%	43
2026 Q1	$635K	Sell	6,837 -40	-0.6%	-$3.56K	0.59%	40
2025 Q4	$552K	Hold	6,877	–	–	0.49%	46
2025 Q3	$519K	Buy	6,877 +150	+2%	+$11K	0.46%	53
2025 Q2	$467K	Buy	6,727 +200	+3%	+$13.9K	0.42%	52
2025 Q1	$463K	Buy	6,527 +320	+5%	+$22.6K	0.38%	52
2024 Q4	$445K	Buy	+6,207	New	+$482K	0.39%	49

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

Broyhill Asset Management's NEE Position: Q2 2026 in Review

Broyhill Asset Management held its NextEra Energy (NEE) position steady in Q2 2026 at 6,837 shares worth $600K. The position accounts for 0.53% of the portfolio, ranked #43.

Broyhill Asset Management first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $635K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Broyhill Asset Management held 6,837 shares of NextEra Energy worth $600K as of Q2 2026.
Broyhill Asset Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.53% of Broyhill Asset Management's portfolio in Q2 2026, its #43 holding.
Broyhill Asset Management first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Broyhill Asset Management's NextEra Energy position peaked at $635K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Broyhill Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.