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Canopy Partners’s NextEra Energy NEE Stock Holding History

Canopy Partners’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 		$1.14M Buy
12,936
+1,761
+16% +$159K 0.34% 60
2026
Q1 		$1.04M Sell
11,175
-1,007
-8% -$89.5K 0.36% 59
2025
Q4 		$978K Buy
12,182
+274
+2% +$22.7K 0.32% 61
2025
Q3 		$899K Sell
11,908
-68
-0.6% -$4.97K 0.3% 66
2025
Q2 		$831K Buy
11,976
+1,285
+12% +$89.3K 0.3% 68
2025
Q1 		$758K Sell
10,691
-819
-7% -$57.8K 0.3% 72
2024
Q4 		$825K Buy
11,510
+5,848
+103% +$454K 0.32% 71
2024
Q3 		$479K Sell
5,662
-90
-2% -$7.02K 0.21% 99
2024
Q2 		$407K Buy
5,752
+512
+10% +$36.3K 0.19% 106
2024
Q1 		$335K Buy
5,240
+230
+5% +$13.5K 0.16% 118
2023
Q4 		$304K Buy
+5,010
New +$286K 0.19% 105

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
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Canopy Partners's NEE Position: Q2 2026 in Review

Canopy Partners increased its NextEra Energy (NEE) stake by 16% in Q2 2026, buying an estimated $159K and bringing the position to 12,936 shares worth $1.14M. The position accounts for 0.34% of the portfolio, ranked #60.

Canopy Partners first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. 927 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Canopy Partners held 12,936 shares of NextEra Energy worth $1.14M as of Q2 2026.
  • Canopy Partners bought 1,761 NextEra Energy shares in Q2 2026, an estimated $159K.
  • NextEra Energy made up 0.34% of Canopy Partners's portfolio in Q2 2026, its #60 holding.
  • Canopy Partners first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • 927 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.