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BTC Capital Management’s NextEra Energy NEE Stock Holding History

BTC Capital 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 		$10.8M Buy
123,259
+3,018
+3% +$273K 0.66% 44
2026
Q1 		$11.2M Sell
120,241
-2,582
-2% -$230K 0.76% 34
2025
Q4 		$9.86M Sell
122,823
-3,724
-3% -$308K 0.69% 40
2025
Q3 		$9.55M Buy
126,547
+11,207
+10% +$819K 0.66% 42
2025
Q2 		$7.95M Buy
115,340
+1,832
+2% +$127K 0.65% 42
2025
Q1 		$8.05M Buy
113,508
+4,763
+4% +$336K 0.74% 41
2024
Q4 		$7.79M Sell
108,745
-3,461
-3% -$269K 0.72% 40
2024
Q3 		$9.48M Sell
112,206
-3,346
-3% -$261K 0.84% 34
2024
Q2 		$8.18M Sell
115,552
-16,355
-12% -$1.16M 0.76% 43
2024
Q1 		$8.43M Buy
+131,907
New +$7.73M 0.77% 44
2023
Q3 		$6.57M Buy
114,651
+2,538
+2% +$176K 0.76% 40
2023
Q2 		$8.31M Sell
112,113
-2,385
-2% -$181K 0.9% 33
2023
Q1 		$8.82M Buy
114,498
+1,068
+0.9% +$82.1K 1.01% 27
2022
Q4 		$9.48M Buy
113,430
+3,161
+3% +$255K 1.14% 25
2022
Q3 		$8.64M Sell
110,269
-5,833
-5% -$495K 1.13% 24
2022
Q2 		$8.98M Sell
116,102
-581
-0.5% -$44.2K 1.1% 24
2022
Q1 		$9.89M Sell
116,683
-713
-0.6% -$57.1K 0.98% 26
2021
Q4 		$11M Buy
117,396
+3,297
+3% +$285K 1.08% 26
2021
Q3 		$8.96M Sell
114,099
-2,300
-2% -$185K 1.01% 32
2021
Q2 		$8.54M Sell
116,399
-4,425
-4% -$332K 0.97% 34
2021
Q1 		$9.14M Sell
120,824
-3,853
-3% -$301K 1.02% 32
2020
Q4 		$9.62M Sell
124,677
-5,303
-4% -$397K 1.15% 25
2020
Q3 		$9.02M Sell
129,980
-2,356
-2% -$163K 1.26% 22
2020
Q2 		$7.93M Buy
132,336
+13,448
+11% +$805K 1.21% 24
2020
Q1 		$7.15M Sell
118,888
-2,068
-2% -$130K 1.36% 18
2019
Q4 		$7.31M Buy
120,956
+4,404
+4% +$257K 1.04% 25
2019
Q3 		$6.79M Buy
116,552
+82,008
+237% +$4.44M 1.08% 25
2019
Q2 		$1.77M Buy
34,544
+28,304
+454% +$1.39M 0.29% 97
2019
Q1 		$302K Hold
6,240
– – 0.05% 147
2018
Q4 		$272K Buy
6,240
+640
+11% +$28K 0.05% 153
2018
Q3 		$234K Hold
5,600
– – 0.04% 161
2018
Q2 		$234K Hold
5,600
– – 0.06% 137
2018
Q1 		$229K Hold
5,600
– – 0.04% 172
2017
Q4 		$219K Buy
+5,600
New +$216K 0.04% 164
2017
Q3 		– Sell
-7,040
Closed -$245K – 175
2017
Q2 		$245K Hold
7,040
– – 0.04% 151
2017
Q1 		$226K Sell
7,040
-200
-3% -$6.29K 0.04% 157
2016
Q4 		$216K Hold
7,240
– – 0.04% 166
2016
Q3 		$223K Hold
7,240
– – 0.05% 159
2016
Q2 		$236K Hold
7,240
– – 0.05% 143
2016
Q1 		$214K Buy
+7,240
New +$203K 0.05% 150

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BTC Capital Management's NEE Position: Q2 2026 in Review

BTC Capital Management increased its NextEra Energy (NEE) stake by 2.5% in Q2 2026, buying an estimated $273K and bringing the position to 123,259 shares worth $10.8M. The position accounts for 0.66% of the portfolio, ranked #44.

BTC Capital Management first reported a position in NEE in Q1 2016 and has held it in 40 quarters since. The position peaked at $11.2M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • BTC Capital Management held 123,259 shares of NextEra Energy worth $10.8M as of Q2 2026.
  • BTC Capital Management bought 3,018 NextEra Energy shares in Q2 2026, an estimated $273K.
  • NextEra Energy made up 0.66% of BTC Capital Management's portfolio in Q2 2026, its #44 holding.
  • BTC Capital Management first reported a position in NextEra Energy in Q1 2016 and has held it in 40 quarters since.
  • BTC Capital Management's NextEra Energy position peaked at $11.2M in Q1 2026.
  • 1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.