Cidel Asset Management’s NextEra Energy NEE Stock Holding History

Cidel 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	$3.28M	Buy	37,424 +2,925	+8%	+$265K	0.16%	91
2026 Q1	$3.2M	Buy	34,499 +5,322	+18%	+$473K	0.17%	82
2025 Q4	$2.34M	Buy	29,177 +4,299	+17%	+$356K	0.17%	83
2025 Q3	$1.88M	Sell	24,878 -4,983	-17%	-$364K	0.11%	92
2025 Q2	$2.07M	Sell	29,861 -2,963	-9%	-$206K	0.12%	90
2025 Q1	$2.33M	Sell	32,824 -2,795	-8%	-$197K	0.15%	81
2024 Q4	$2.55M	Sell	35,619 -320	-0.9%	-$24.9K	0.17%	74
2024 Q3	$3.04M	Buy	35,939 +574	+2%	+$44.8K	0.21%	68
2024 Q2	$2.5M	Sell	35,365 -1,765	-5%	-$125K	0.19%	72
2024 Q1	$2.37M	Buy	37,130 +5,725	+18%	+$335K	0.18%	75
2023 Q4	$1.91M	Buy	31,405 +16,715	+114%	+$953K	0.08%	91
2023 Q3	$842K	Buy	14,690 +3,591	+32%	+$249K	0.04%	89
2023 Q2	$824K	Sell	11,099 -2,877	-21%	-$218K	0.04%	94
2023 Q1	$1.08M	Sell	13,976 -216,930	-94%	-$16.7M	0.05%	87
2022 Q4	$19.3M	Buy	230,906 +982	+0.4%	+$79.3K	0.9%	38
2022 Q3	$18M	Sell	229,924 -3,981	-2%	-$338K	0.86%	40
2022 Q2	$18.1M	Buy	233,905 +6,807	+3%	+$518K	0.77%	42
2022 Q1	$19.2M	Sell	227,098 -19,762	-8%	-$1.58M	0.7%	49
2021 Q4	$23M	Sell	246,860 -7,660	-3%	-$662K	0.86%	40
2021 Q3	$20M	Sell	254,520 -68,078	-21%	-$5.49M	0.81%	46
2021 Q2	$23.6M	Buy	322,598 +22,189	+7%	+$1.67M	0.96%	35
2021 Q1	$22.7M	Buy	300,409 +98,680	+49%	+$7.7M	1.03%	35
2020 Q4	$15.6M	Sell	201,729 -147,211	-42%	-$11M	0.88%	37
2020 Q3	$24.2M	Sell	348,940 -3,388	-1%	-$234K	1.38%	29
2020 Q2	$21.2M	Sell	352,328 -105,168	-23%	-$6.29M	0.96%	34
2020 Q1	$27.5M	Sell	457,496 -80,856	-15%	-$5.08M	1.4%	23
2019 Q4	$32.6M	Buy	538,352 +5,072	+1%	+$296K	1.35%	26
2019 Q3	$31.1M	Sell	533,280 -107,300	-17%	-$5.81M	1.5%	23
2019 Q2	$32.8M	Buy	640,580 +7,008	+1%	+$345K	1.67%	19
2019 Q1	$30.6M	Sell	633,572 -24,508	-4%	-$1.12M	1.67%	18
2018 Q4	$28.6M	Buy	658,080 +72,888	+12%	+$3.19M	1.83%	18
2018 Q3	$24.6M	Sell	585,192 -78,684	-12%	-$3.35M	1.08%	28
2018 Q2	$27.7M	Buy	663,876 +15,832	+2%	+$639K	1.23%	26
2018 Q1	$33.1M	Sell	648,044 -7,564	-1%	-$292K	1.51%	21
2017 Q4	$25.6M	Sell	655,608 -1,008	-0.2%	-$38.9K	1.1%	28
2017 Q3	$24.1M	Buy	656,616 +17,712	+3%	+$649K	1.09%	27
2017 Q2	$22.4M	Buy	638,904 +2,176	+0.3%	+$74.4K	1.04%	28
2017 Q1	$21.3M	Buy	636,728 +76,500	+14%	+$2.41M	1.03%	29
2016 Q4	$16.7M	Sell	560,228 -49,384	-8%	-$1.48M	0.83%	33
2016 Q3	$18.6M	Buy	609,612 +14,084	+2%	+$444K	1.03%	29
2016 Q2	$19.4M	Buy	595,528 +11,424	+2%	+$343K	1.13%	23
2016 Q1	$17.3M	Sell	584,104 -5,820	-1%	-$163K	1.03%	24
2015 Q4	$15.3M	Buy	589,924 +6,936	+1%	+$175K	0.98%	25
2015 Q3	$14.2M	Buy	582,988 +45,828	+9%	+$1.17M	0.9%	23
2015 Q2	$13.2M	Buy	537,160 +30,204	+6%	+$768K	0.58%	28
2015 Q1	$13.2M	Buy	506,956 +45,676	+10%	+$1.2M	0.68%	28
2014 Q4	$11.8M	Buy	+461,280	New	+$11.6M	0.56%	26

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Cidel Asset Management increased its NextEra Energy (NEE) stake by 8.5% in Q2 2026, buying an estimated $265K and bringing the position to 37,424 shares worth $3.28M. The position accounts for 0.16% of the portfolio, ranked #91.

Cidel Asset Management first reported a position in NEE in Q4 2014 and has held it in 47 quarters since. The position peaked at $33.1M in Q1 2018. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cidel Asset Management held 37,424 shares of NextEra Energy worth $3.28M as of Q2 2026.
Cidel Asset Management bought 2,925 NextEra Energy shares in Q2 2026, an estimated $265K.
NextEra Energy made up 0.16% of Cidel Asset Management's portfolio in Q2 2026, its #91 holding.
Cidel Asset Management first reported a position in NextEra Energy in Q4 2014 and has held it in 47 quarters since.
Cidel Asset Management's NextEra Energy position peaked at $33.1M in Q1 2018.
560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.