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Clayton Financial Group’s NextEra Energy NEE Stock Holding History

Clayton Financial 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 		– Sell
-128
Closed -$11.9K – 399
2026
Q1 		$11.9K Hold
128
– – 0.01% 222
2025
Q4 		$10.3K Buy
128
+44
+52% +$3.64K 0.01% 233
2025
Q3 		$6.34K Buy
+84
New +$6.14K ﹤0.01% 159
2025
Q2 		– Sell
-3,986
Closed -$283K – 84
2025
Q1 		$283K Hold
3,986
– – 0.1% 93
2024
Q4 		$286K Hold
3,986
– – 0.1% 91
2024
Q3 		$337K Buy
+3,986
New +$311K 0.13% 87

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

Clayton Financial Group's NEE Position: Q2 2026 in Review

Clayton Financial Group sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 128 shares — an estimated $11.9K sold.

Clayton Financial Group first reported a position in NEE in Q3 2024 and held it in 6 quarters. The position peaked at $337K in Q3 2024. 958 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Clayton Financial Group reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 128 NextEra Energy shares in Q2 2026, an estimated $11.9K.
  • Clayton Financial Group first reported a position in NextEra Energy in Q3 2024 and held it in 6 quarters.
  • Clayton Financial Group's NextEra Energy position peaked at $337K in Q3 2024.
  • 958 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.