Counterweight Ventures’s NextEra Energy NEE Stock Holding History

Counterweight Ventures’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	$435K	Hold	4,957	–	–	0.22%	65
2026 Q1	$460K	Hold	4,957	–	–	0.26%	65
2025 Q4	$398K	Hold	4,957	–	–	0.22%	62
2025 Q3	$374K	Hold	4,957	–	–	0.22%	63
2025 Q2	$344K	Buy	4,957 +200	+4%	+$13.9K	0.22%	56
2025 Q1	$337K	Hold	4,757	–	–	0.24%	55
2024 Q4	$341K	Hold	4,757	–	–	0.24%	55
2024 Q3	$402K	Hold	4,757	–	–	0.28%	57
2024 Q2	$337K	Hold	4,757	–	–	0.25%	55
2024 Q1	$304K	Hold	4,757	–	–	0.24%	57
2023 Q4	$289K	Buy	+4,757	New	+$271K	0.26%	55

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

Counterweight Ventures's NEE Position: Q2 2026 in Review

Counterweight Ventures held its NextEra Energy (NEE) position steady in Q2 2026 at 4,957 shares worth $435K. The position accounts for 0.22% of the portfolio, ranked #65.

Counterweight Ventures first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $460K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Counterweight Ventures held 4,957 shares of NextEra Energy worth $435K as of Q2 2026.
Counterweight Ventures left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.22% of Counterweight Ventures's portfolio in Q2 2026, its #65 holding.
Counterweight Ventures first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Counterweight Ventures's NextEra Energy position peaked at $460K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Counterweight Ventures's 13F filing for Q2 2026, filed 23 Jul 2026.