Cutler Investment Counsel’s NextEra Energy NEE Stock Holding History

Cutler Investment Counsel’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	$16.3M	Buy	185,395 +51,040	+38%	+$4.62M	1.53%	21
2026 Q1	$12.5M	Sell	134,355 -997	-0.7%	-$88.6K	1.29%	25
2025 Q4	$10.9M	Sell	135,352 -2,775	-2%	-$230K	1.13%	28
2025 Q3	$10.4M	Sell	138,127 -795	-0.6%	-$58.1K	1.09%	30
2025 Q2	$9.64M	Sell	138,922 -299	-0.2%	-$20.8K	1.07%	31
2025 Q1	$9.87M	Sell	139,221 -4,663	-3%	-$329K	1.19%	31
2024 Q4	$10.3M	Sell	143,884 -1,101	-0.8%	-$85.5K	1.28%	28
2024 Q3	$12.3M	Sell	144,985 -12	-0%	-$936	1.55%	23
2024 Q2	$10.3M	Buy	144,997 +851	+0.6%	+$60.4K	1.4%	32
2024 Q1	$9.21M	Buy	144,146 +117,830	+448%	+$6.9M	1.24%	37
2023 Q4	$1.6M	Buy	26,316 +116	+0.4%	+$6.61K	0.23%	65
2023 Q3	$1.5M	Hold	26,200	–	–	0.24%	64
2023 Q2	$1.94M	Hold	26,200	–	–	0.29%	61
2023 Q1	$2.02M	Hold	26,200	–	–	0.31%	61
2022 Q4	$2.19M	Hold	26,200	–	–	0.33%	56
2022 Q3	$2.05M	Hold	26,200	–	–	0.34%	57
2022 Q2	$2.03M	Hold	26,200	–	–	0.32%	58
2022 Q1	$2.22M	Buy	26,200 +2,200	+9%	+$176K	0.31%	58
2021 Q4	$2.24M	Hold	24,000	–	–	0.34%	53
2021 Q3	$1.88M	Hold	24,000	–	–	0.3%	53
2021 Q2	$1.76M	Hold	24,000	–	–	0.28%	53
2021 Q1	$1.81M	Hold	24,000	–	–	0.32%	53
2020 Q4	$1.85M	Hold	24,000	–	–	0.34%	51
2020 Q3	$1.67M	Hold	24,000	–	–	0.32%	52
2020 Q2	$1.44M	Hold	24,000	–	–	0.31%	50
2020 Q1	$1.44M	Hold	24,000	–	–	0.35%	47
2019 Q4	$1.45M	Sell	24,000 -1,200	-5%	-$70.1K	0.29%	52
2019 Q3	$1.47M	Hold	25,200	–	–	0.28%	50
2019 Q2	$1.29M	Hold	25,200	–	–	0.25%	51
2019 Q1	$1.22M	Hold	25,200	–	–	0.24%	50
2018 Q4	$1.09M	Hold	25,200	–	–	0.24%	50
2018 Q3	$1.06M	Hold	25,200	–	–	0.2%	52
2018 Q2	$1.05M	Hold	25,200	–	–	0.21%	51
2018 Q1	$1.03M	Hold	25,200	–	–	0.2%	50
2017 Q4	$984K	Hold	25,200	–	–	0.19%	50
2017 Q3	$923K	Hold	25,200	–	–	0.22%	47
2017 Q2	$883K	Hold	25,200	–	–	0.22%	46
2017 Q1	$809K	Hold	25,200	–	–	0.19%	49
2016 Q4	$753K	Hold	25,200	–	–	0.19%	49
2016 Q3	$771K	Hold	25,200	–	–	0.21%	49
2016 Q2	$822K	Hold	25,200	–	–	0.23%	48
2016 Q1	$746K	Hold	25,200	–	–	0.23%	54
2015 Q4	$655K	Hold	25,200	–	–	0.22%	45
2015 Q3	$615K	Hold	25,200	–	–	0.22%	46
2015 Q2	$618K	Hold	25,200	–	–	0.2%	47
2015 Q1	$656K	Hold	25,200	–	–	0.21%	48
2014 Q4	$670K	Buy	25,200 +1,200	+5%	+$30.3K	0.22%	50
2014 Q3	$563K	Hold	24,000	–	–	0.19%	48
2014 Q2	$615K	Hold	24,000	–	–	0.21%	48
2014 Q1	$574K	Hold	24,000	–	–	0.2%	48
2013 Q4	$514K	Hold	24,000	–	–	0.19%	50
2013 Q3	$481K	Hold	24,000	–	–	0.19%	49
2013 Q2	$489K	Buy	+24,000	New	+$476K	0.2%	48

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cutler Investment Counsel's NEE Position: Q2 2026 in Review

Cutler Investment Counsel increased its NextEra Energy (NEE) stake by 38% in Q2 2026, buying an estimated $4.62M and bringing the position to 185,395 shares worth $16.3M. The position accounts for 1.53% of the portfolio, ranked #21.

Cutler Investment Counsel first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. 1,175 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cutler Investment Counsel held 185,395 shares of NextEra Energy worth $16.3M as of Q2 2026.
Cutler Investment Counsel bought 51,040 NextEra Energy shares in Q2 2026, an estimated $4.62M.
NextEra Energy made up 1.53% of Cutler Investment Counsel's portfolio in Q2 2026, its #21 holding.
Cutler Investment Counsel first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
1,175 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.