Castellan Group’s NextEra Energy NEE Stock Holding History

Castellan Group’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	$4.58M	Sell	52,238 -1,857	-3%	-$168K	0.5%	13
2026 Q1	$5.02M	Buy	54,095 +2,171	+4%	+$193K	0.69%	5
2025 Q4	$4.17M	Buy	51,924 +3,738	+8%	+$310K	0.52%	19
2025 Q3	$3.64M	Buy	48,186 +1,380	+3%	+$101K	0.53%	12
2025 Q2	$3.25M	Buy	46,806 +3,210	+7%	+$223K	0.6%	12
2025 Q1	$3.09M	Buy	+43,596	New	+$3.08M	0.86%	43
2021 Q4	–	Sell	-27,300	Closed	-$2.14M	–	82
2021 Q3	$2.14M	Hold	27,300	–	–	1.1%	29
2021 Q2	$2M	Buy	+27,300	New	+$2.05M	0.84%	24

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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

Castellan Group's NEE Position: Q2 2026 in Review

Castellan Group reduced its NextEra Energy (NEE) stake by 3.4% in Q2 2026, selling an estimated $168K and leaving 52,238 shares worth $4.58M. The position accounts for 0.5% of the portfolio, ranked #13.

Castellan Group first reported a position in NEE in Q2 2021 and has held it in 8 quarters since. The position peaked at $5.02M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Castellan Group held 52,238 shares of NextEra Energy worth $4.58M as of Q2 2026.
Castellan Group sold 1,857 NextEra Energy shares in Q2 2026, an estimated $168K.
NextEra Energy made up 0.5% of Castellan Group's portfolio in Q2 2026, its #13 holding.
Castellan Group first reported a position in NextEra Energy in Q2 2021 and has held it in 8 quarters since.
Castellan Group's NextEra Energy position peaked at $5.02M in Q1 2026.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Castellan Group's 13F filing for Q2 2026, filed 23 Jul 2026.