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Center For Asset Management’s NextEra Energy NEE Stock Holding History

Center For 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 		$2.37M Buy
27,014
+2,111
+8% +$191K 1.05% 24
2026
Q1 		$2.31M Buy
24,903
+5
+0% +$445 1.15% 23
2025
Q4 		$2M Sell
24,898
-1,631
-6% -$135K 1.05% 26
2025
Q3 		$2M Sell
26,529
-1,624
-6% -$119K 1.07% 25
2025
Q2 		$2.02M Buy
28,153
+285
+1% +$19.8K 1.25% 26
2025
Q1 		$1.98M Sell
27,868
-285
-1% -$20.1K 1.21% 24
2024
Q4 		$2.02M Sell
28,153
-1,214
-4% -$94.3K 1.31% 24
2024
Q3 		$2.48M Sell
29,367
-2,054
-7% -$160K 1.48% 18
2024
Q2 		$2.22M Sell
31,421
-1,176
-4% -$83.4K 1.47% 20
2024
Q1 		$2.08M Buy
32,597
+2,766
+9% +$162K 1.7% 15
2023
Q4 		$1.81M Buy
29,831
+1,630
+6% +$92.9K 1.65% 14
2023
Q3 		$1.62M Sell
28,201
-551
-2% -$38.1K 1.61% 14
2023
Q2 		$2.13M Sell
28,752
-2,458
-8% -$186K 2.01% 13
2023
Q1 		$2.41M Sell
31,210
-600
-2% -$46.1K 2.35% 10
2022
Q4 		$2.66M Sell
31,810
-120
-0.4% -$9.69K 2.48% 9
2022
Q3 		$2.5M Buy
31,930
+1,034
+3% +$87.7K 2.49% 9
2022
Q2 		$2.39M Sell
30,896
-431
-1% -$32.8K 2.22% 9
2022
Q1 		$2.65M Buy
31,327
+2
+0% +$160 2.05% 10
2021
Q4 		$2.92M Sell
31,325
-1,130
-3% -$97.7K 2.17% 13
2021
Q3 		$2.55M Buy
32,455
+2
+0% +$161 2.14% 13
2021
Q2 		$2.38M Buy
32,453
+4,596
+16% +$345K 2.05% 14
2021
Q1 		$2.11M Buy
27,857
+355
+1% +$27.7K 2.02% 16
2020
Q4 		$2.12M Buy
+27,502
New +$2.06M 2.12% 14

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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Center For Asset Management's NEE Position: Q2 2026 in Review

Center For Asset Management increased its NextEra Energy (NEE) stake by 8.5% in Q2 2026, buying an estimated $191K and bringing the position to 27,014 shares worth $2.37M. The position accounts for 1.05% of the portfolio, ranked #24.

Center For Asset Management first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.92M in Q4 2021. 1,083 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Center For Asset Management held 27,014 shares of NextEra Energy worth $2.37M as of Q2 2026.
  • Center For Asset Management bought 2,111 NextEra Energy shares in Q2 2026, an estimated $191K.
  • NextEra Energy made up 1.05% of Center For Asset Management's portfolio in Q2 2026, its #24 holding.
  • Center For Asset Management first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Center For Asset Management's NextEra Energy position peaked at $2.92M in Q4 2021.
  • 1,083 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.