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Chicago Partners Investment Group’s NextEra Energy NEE Stock Holding History

Chicago Partners Investment 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 		$2.4M Sell
26,700
-538
-2% -$48.7K 0.05% 308
2026
Q1 		$2.45M Buy
27,238
+942
+4% +$83.7K 0.05% 277
2025
Q4 		$2.23M Buy
26,296
+2,569
+11% +$213K 0.06% 272
2025
Q3 		$1.98M Buy
23,727
+1,405
+6% +$103K 0.05% 277
2025
Q2 		$1.63M Buy
22,322
+1,533
+7% +$106K 0.05% 293
2025
Q1 		$1.4M Sell
20,789
-913
-4% -$64.4K 0.05% 294
2024
Q4 		$1.53M Sell
21,702
-655
-3% -$50.9K 0.05% 269
2024
Q3 		$1.9M Buy
22,357
+1,512
+7% +$118K 0.07% 222
2024
Q2 		$1.55M Buy
20,845
+2,406
+13% +$171K 0.06% 249
2024
Q1 		$1.22M Buy
18,439
+570
+3% +$33.4K 0.05% 284
2023
Q4 		$1.02M Sell
17,869
-715
-4% -$40.7K 0.05% 300
2023
Q3 		$957K Buy
18,584
+360
+2% +$24.9K 0.05% 292
2023
Q2 		$1.31M Buy
18,224
+157
+0.9% +$11.9K 0.07% 253
2023
Q1 		$1.43M Buy
18,067
+2,735
+18% +$210K 0.08% 221
2022
Q4 		$1.17M Buy
15,332
+633
+4% +$51.1K 0.07% 242
2022
Q3 		$1.14M Buy
14,699
+562
+4% +$47.7K 0.08% 222
2022
Q2 		$1.19M Buy
14,137
+577
+4% +$43.9K 0.09% 204
2022
Q1 		$963K Buy
13,560
+119
+0.9% +$9.54K 0.07% 209
2021
Q4 		$1.01M Buy
13,441
+273
+2% +$23.6K 0.07% 219
2021
Q3 		$1.12M Buy
13,168
+1,198
+10% +$96.6K 0.08% 202
2021
Q2 		$921K Buy
11,970
+428
+4% +$32.1K 0.07% 230
2021
Q1 		$899K Buy
11,542
+128
+1% +$9.99K 0.07% 214
2020
Q4 		$961K Sell
11,414
-30,938
-73% -$2.31M 0.09% 181
2020
Q3 		$805K Buy
42,352
+32,416
+326% +$2.24M 0.1% 168
2020
Q2 		$690K Buy
9,936
+52
+0.5% +$3.11K 0.09% 177
2020
Q1 		$608K Buy
9,884
+36
+0.4% +$2.26K 0.09% 167
2019
Q4 		$621K Sell
9,848
-8
-0.1% -$467 0.08% 191
2019
Q3 		$585K Buy
9,856
+228
+2% +$12.3K 0.08% 184
2019
Q2 		$504K Buy
9,628
+120
+1% +$5.91K 0.07% 188
2019
Q1 		$450K Hold
9,508
– – 0.07% 192
2018
Q4 		$417K Sell
9,508
-876
-8% -$38.3K 0.06% 218
2018
Q3 		$449K Buy
10,384
+1,044
+11% +$44.4K 0.07% 197
2018
Q2 		$390K Sell
9,340
-560
-6% -$22.6K 0.06% 204
2018
Q1 		$404K Buy
9,900
+1,100
+13% +$42.4K 0.07% 180
2017
Q4 		$344K Hold
8,800
– – 0.06% 204
2017
Q3 		$322K Buy
8,800
+7,200
+450% +$264K 0.06% 209
2017
Q2 		$52K Sell
1,600
-6,400
-80% -$219K 0.01% 380
2017
Q1 		$257K Hold
8,000
– – 0.07% 166
2016
Q4 		$239K Hold
8,000
– – 0.09% 155
2016
Q3 		$245K Hold
8,000
– – 0.1% 150
2016
Q2 		$261K Hold
8,000
– – 0.13% 112
2016
Q1 		$237K Hold
8,000
– – 0.12% 109
2015
Q4 		$208K Hold
8,000
– – 0.1% 148
2015
Q3 		$195K Hold
8,000
– – 0.11% 130
2015
Q2 		$196K Buy
8,000
+168
+2% +$4.27K 0.09% 137
2015
Q1 		$208K Sell
7,832
-168
-2% -$4.43K 0.09% 123
2014
Q4 		$213K Buy
+8,000
New +$202K 0.09% 116

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Chicago Partners Investment Group's NEE Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its NextEra Energy (NEE) stake by 2% in Q2 2026, selling an estimated $48.7K and leaving 26,700 shares worth $2.4M. The position accounts for 0.05% of the portfolio, ranked #308.

Chicago Partners Investment Group first reported a position in NEE in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.45M in Q1 2026. 1,418 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Chicago Partners Investment Group held 26,700 shares of NextEra Energy worth $2.4M as of Q2 2026.
  • Chicago Partners Investment Group sold 538 NextEra Energy shares in Q2 2026, an estimated $48.7K.
  • NextEra Energy made up 0.05% of Chicago Partners Investment Group's portfolio in Q2 2026, its #308 holding.
  • Chicago Partners Investment Group first reported a position in NextEra Energy in Q4 2014 and has held it in 47 quarters since.
  • Chicago Partners Investment Group's NextEra Energy position peaked at $2.45M in Q1 2026.
  • 1,418 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.