Diversified Enterprises’s NextEra Energy NEE Stock Holding History

Diversified Enterprises’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	$855K	Sell	9,739 -1,313	-12%	-$119K	0.04%	181
2026 Q1	$1.03M	Sell	11,052 -2,246	-17%	-$200K	0.06%	153
2025 Q4	$1.07M	Buy	13,298 +3,064	+30%	+$254K	0.06%	125
2025 Q3	$773K	Buy	10,234 +265	+3%	+$19.4K	0.05%	121
2025 Q2	$692K	Sell	9,969 -49	-0.5%	-$3.4K	0.05%	124
2025 Q1	$710K	Buy	10,018 +1,279	+15%	+$90.3K	0.06%	118
2024 Q4	$627K	Buy	8,739 +89	+1%	+$6.91K	0.06%	110
2024 Q3	$731K	Buy	+8,650	New	+$675K	0.08%	95

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

Diversified Enterprises's NEE Position: Q2 2026 in Review

Diversified Enterprises reduced its NextEra Energy (NEE) stake by 12% in Q2 2026, selling an estimated $119K and leaving 9,739 shares worth $855K. The position accounts for 0.04% of the portfolio, ranked #181.

Diversified Enterprises first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2025. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Diversified Enterprises held 9,739 shares of NextEra Energy worth $855K as of Q2 2026.
Diversified Enterprises sold 1,313 NextEra Energy shares in Q2 2026, an estimated $119K.
NextEra Energy made up 0.04% of Diversified Enterprises's portfolio in Q2 2026, its #181 holding.
Diversified Enterprises first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
Diversified Enterprises's NextEra Energy position peaked at $1.07M in Q4 2025.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.