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	–	Sell	-2,000	Closed	-$740K	–	230
2026 Q1	$740K	Buy	+2,000	New	+$178K	0.27%	54

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

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. 1,279 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.
1,279 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.