Congress Park Capital’s NextEra Energy NEE Stock Holding History

Congress Park Capital’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	$309K	Buy	3,525 +350	+11%	+$31.7K	0.08%	106
2026 Q1	$295K	Sell	3,175 -2,225	-41%	-$198K	0.09%	110
2025 Q4	$434K	Buy	5,400 +25	+0.5%	+$2.07K	0.13%	95
2025 Q3	$406K	Buy	+5,375	New	+$393K	0.13%	88
2024 Q4	–	Sell	-3,875	Closed	-$328K	–	115
2024 Q3	$328K	Hold	3,875	–	–	0.12%	96
2024 Q2	$274K	Sell	3,875 -125	-3%	-$8.87K	0.11%	99
2024 Q1	$256K	Buy	+4,000	New	+$234K	0.11%	101

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Congress Park Capital's NEE Position: Q2 2026 in Review

Congress Park Capital increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $31.7K and bringing the position to 3,525 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #106.

Congress Park Capital first reported a position in NEE in Q1 2024 and has held it in 7 quarters since. The position peaked at $434K in Q4 2025. 1,437 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Congress Park Capital held 3,525 shares of NextEra Energy worth $309K as of Q2 2026.
Congress Park Capital bought 350 NextEra Energy shares in Q2 2026, an estimated $31.7K.
NextEra Energy made up 0.08% of Congress Park Capital's portfolio in Q2 2026, its #106 holding.
Congress Park Capital first reported a position in NextEra Energy in Q1 2024 and has held it in 7 quarters since.
Congress Park Capital's NextEra Energy position peaked at $434K in Q4 2025.
1,437 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.