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Colonial River Investments’s NextEra Energy NEE Stock Holding History

Colonial River Investments’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 		$575K Sell
6,548
-1,292
-16% -$117K 0.16% 111
2026
Q1 		$728K Sell
7,840
-82
-1% -$7.29K 0.26% 82
2025
Q4 		$636K Sell
7,922
-134
-2% -$11.1K 0.23% 91
2025
Q3 		$608K Buy
8,056
+677
+9% +$49.5K 0.22% 94
2025
Q2 		$551K Buy
7,379
+517
+8% +$35.9K 0.24% 93
2025
Q1 		$486K Buy
6,862
+2,969
+76% +$210K 0.27% 86
2024
Q4 		$279K Sell
3,893
-435
-10% -$33.8K 0.14% 153
2024
Q3 		$366K Hold
4,328
– – 0.18% 128
2024
Q2 		$306K Sell
4,328
-15
-0.3% -$1.06K 0.16% 112
2024
Q1 		$278K Sell
4,343
-66
-1% -$3.87K 0.16% 125
2023
Q4 		$268K Sell
4,409
-401
-8% -$22.9K 0.16% 153
2023
Q3 		$276K Sell
4,810
-1,059
-18% -$73.3K 0.18% 124
2023
Q2 		$435K Sell
5,869
-50
-0.8% -$3.79K 0.29% 97
2023
Q1 		$456K Sell
5,919
-513
-8% -$39.5K 0.27% 97
2022
Q4 		$538K Buy
6,432
+142
+2% +$11.5K 0.34% 78
2022
Q3 		$493K Sell
6,290
-316
-5% -$26.8K 0.34% 83
2022
Q2 		$512K Sell
6,606
-240
-4% -$18.3K 0.34% 86
2022
Q1 		$580K Buy
6,846
+317
+5% +$25.4K 0.34% 92
2021
Q4 		$610K Buy
+6,529
New +$564K 0.33% 89
2021
Q3 		– Sell
-3,334
Closed -$244K – 135
2021
Q2 		$244K Buy
3,334
+86
+3% +$6.45K 0.17% 137
2021
Q1 		$246K Sell
3,248
-190
-6% -$14.8K 0.2% 122
2020
Q4 		$288 Buy
+3,438
New +$257K 0.13% 104

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

Colonial River Investments's NEE Position: Q2 2026 in Review

Colonial River Investments reduced its NextEra Energy (NEE) stake by 16% in Q2 2026, selling an estimated $117K and leaving 6,548 shares worth $575K. The position accounts for 0.16% of the portfolio, ranked #111.

Colonial River Investments first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $728K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Colonial River Investments held 6,548 shares of NextEra Energy worth $575K as of Q2 2026.
  • Colonial River Investments sold 1,292 NextEra Energy shares in Q2 2026, an estimated $117K.
  • NextEra Energy made up 0.16% of Colonial River Investments's portfolio in Q2 2026, its #111 holding.
  • Colonial River Investments first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • Colonial River Investments's NextEra Energy position peaked at $728K in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.