Burns Matteson Capital Management’s NextEra Energy NEE Stock Holding History

Burns Matteson 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	$718K	Buy	8,184 +7	+0.1%	+$633	0.22%	65
2026 Q1	$759K	Sell	8,177 -138	-2%	-$12.3K	0.28%	53
2025 Q4	$667K	Buy	8,315 +71	+0.9%	+$5.88K	0.23%	64
2025 Q3	$622K	Sell	8,244 -66	-0.8%	-$4.82K	0.25%	61
2025 Q2	$577K	Sell	8,310 -39	-0.5%	-$2.71K	0.28%	57
2025 Q1	$592K	Sell	8,349 -97	-1%	-$6.85K	0.32%	53
2024 Q4	$605K	Sell	8,446 -87	-1%	-$6.76K	0.34%	60
2024 Q3	$721K	Sell	8,533 -1,093	-11%	-$85.3K	0.4%	51
2024 Q2	$682K	Sell	9,626 -240	-2%	-$17K	0.43%	50
2024 Q1	$631K	Sell	9,866 -175	-2%	-$10.3K	0.41%	52
2023 Q4	$610K	Sell	10,041 -56	-0.6%	-$3.19K	0.43%	81
2023 Q3	$578K	Buy	10,097 +52	+0.5%	+$3.6K	0.37%	71
2023 Q2	$745K	Sell	10,045 -166	-2%	-$12.6K	0.46%	40
2023 Q1	$787K	Sell	10,211 -72	-0.7%	-$5.54K	0.5%	35
2022 Q4	$860K	Buy	10,283 +994	+11%	+$80.3K	0.57%	34
2022 Q3	$728K	Sell	9,289 -65	-0.7%	-$5.51K	0.54%	31
2022 Q2	$725K	Hold	9,354	–	–	0.51%	48
2022 Q1	$792K	Buy	9,354 +1	+0%	+$80	0.55%	34
2021 Q4	$873K	Hold	9,353	–	–	0.59%	36
2021 Q3	$734K	Hold	9,353	–	–	0.56%	35
2021 Q2	$685K	Buy	9,353 +364	+4%	+$27.3K	0.54%	32
2021 Q1	$680K	Sell	8,989 -599	-6%	-$46.7K	0.65%	27
2020 Q4	$740K	Buy	+9,588	New	+$717K	0.82%	24

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

Burns Matteson Capital Management's NEE Position: Q2 2026 in Review

Burns Matteson Capital Management increased its NextEra Energy (NEE) stake by 0.09% in Q2 2026, buying an estimated $633 and bringing the position to 8,184 shares worth $718K. The position accounts for 0.22% of the portfolio, ranked #65.

Burns Matteson Capital Management first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $873K in Q4 2021. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Burns Matteson Capital Management held 8,184 shares of NextEra Energy worth $718K as of Q2 2026.
Burns Matteson Capital Management bought 7 NextEra Energy shares in Q2 2026, an estimated $633.
NextEra Energy made up 0.22% of Burns Matteson Capital Management's portfolio in Q2 2026, its #65 holding.
Burns Matteson Capital Management first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
Burns Matteson Capital Management's NextEra Energy position peaked at $873K in Q4 2021.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.