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Byrne Asset Management’s NextEra Energy NEE Stock Holding History

Byrne 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 		$130K Hold
1,484
– – 0.07% 210
2026
Q1 		$138K Sell
1,484
-5
-0.3% -$445 0.08% 184
2025
Q4 		$120K Hold
1,489
– – 0.07% 198
2025
Q3 		$112K Sell
1,489
-62
-4% -$4.53K 0.07% 151
2025
Q2 		$108K Sell
1,551
-288
-16% -$20K 0.07% 149
2025
Q1 		$130K Sell
1,839
-400
-18% -$28.2K 0.1% 128
2024
Q4 		$161K Hold
2,239
– – 0.11% 122
2024
Q3 		$189K Buy
2,239
+2,120
+1,782% +$165K 0.13% 116
2024
Q2 		$8.77K Hold
119
– – 0.01% 390
2024
Q1 		$7.61K Sell
119
-45
-27% -$2.64K 0.01% 403
2023
Q4 		$9.94K Sell
164
-17
-9% -$969 0.01% 361
2023
Q3 		$10K Buy
181
+62
+52% +$4.29K 0.01% 338
2023
Q2 		$9K Hold
119
– – 0.01% 416
2023
Q1 		$9K Buy
119
+19
+19% +$1.46K 0.01% 398
2022
Q4 		$8.36K Sell
100
-100
-50% -$8.08K 0.01% 390
2022
Q3 		$16K Hold
200
– – 0.01% 321
2022
Q2 		$15K Hold
200
– – 0.01% 317
2022
Q1 		$17K Sell
200
-1,080
-84% -$86.6K 0.01% 327
2021
Q4 		$120K Buy
+1,280
New +$111K 0.08% 147

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

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

Byrne Asset Management held its NextEra Energy (NEE) position steady in Q2 2026 at 1,484 shares worth $130K. The position accounts for 0.07% of the portfolio, ranked #210.

Byrne Asset Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $189K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Byrne Asset Management held 1,484 shares of NextEra Energy worth $130K as of Q2 2026.
  • Byrne Asset Management left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.07% of Byrne Asset Management's portfolio in Q2 2026, its #210 holding.
  • Byrne Asset Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Byrne Asset Management's NextEra Energy position peaked at $189K in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.