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DT Investment Partners’s NextEra Energy NEE Stock Holding History

DT Investment Partners’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 		$1.47M Buy
16,715
+125
+0.8% +$11.3K 0.11% 70
2026
Q1 		$1.54M Sell
16,590
-565
-3% -$50.2K 0.13% 69
2025
Q4 		$1.38M Buy
17,155
+690
+4% +$57.1K 0.11% 73
2025
Q3 		$1.24M Hold
16,465
– – 0.11% 76
2025
Q2 		$1.14M Hold
16,465
– – 0.1% 79
2025
Q1 		$1.17M Sell
16,465
-2,757
-14% -$195K 0.11% 80
2024
Q4 		$1.38M Hold
19,222
– – 0.12% 76
2024
Q3 		$1.62M Buy
19,222
+178
+0.9% +$13.9K 0.13% 73
2024
Q2 		$1.35M Sell
19,044
-450
-2% -$31.9K 0.12% 75
2024
Q1 		$1.25M Sell
19,494
-17,207
-47% -$1.01M 0.13% 74
2023
Q4 		$2.18M Sell
36,701
-200
-0.5% -$11.4K 0.24% 52
2023
Q3 		$2.11M Buy
36,901
+17,407
+89% +$1.21M 0.26% 49
2023
Q2 		$1.41M Sell
19,494
-570
-3% -$43.2K 0.16% 58
2023
Q1 		$1.54M Buy
20,064
+1,140
+6% +$87.7K 0.19% 52
2022
Q4 		$1.58M Buy
18,924
+14,980
+380% +$1.21M 0.21% 53
2022
Q3 		$309K Sell
3,944
-3,664
-48% -$311K 0.05% 105
2022
Q2 		$589K Hold
7,608
– – 0.09% 100
2022
Q1 		$644K Sell
7,608
-6,751
-47% -$541K 0.08% 104
2021
Q4 		$1.34M Sell
14,359
-2,775
-16% -$240K 0.17% 63
2021
Q3 		$1.34M Buy
17,134
+5,860
+52% +$473K 0.18% 63
2021
Q2 		$826K Buy
11,274
+1,327
+13% +$99.6K 0.11% 87
2021
Q1 		$752K Buy
9,947
+197
+2% +$15.4K 0.11% 88
2020
Q4 		$752K Buy
+9,750
New +$729K 0.12% 74
2017
Q4 		– Sell
-5,684
Closed -$208K – 96
2017
Q3 		$208K Buy
+5,684
New +$208K 0.03% 85

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

DT Investment Partners's NEE Position: Q2 2026 in Review

DT Investment Partners increased its NextEra Energy (NEE) stake by 0.75% in Q2 2026, buying an estimated $11.3K and bringing the position to 16,715 shares worth $1.47M. The position accounts for 0.11% of the portfolio, ranked #70.

DT Investment Partners first reported a position in NEE in Q3 2017 and has held it in 24 quarters since. The position peaked at $2.18M in Q4 2023. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • DT Investment Partners held 16,715 shares of NextEra Energy worth $1.47M as of Q2 2026.
  • DT Investment Partners bought 125 NextEra Energy shares in Q2 2026, an estimated $11.3K.
  • NextEra Energy made up 0.11% of DT Investment Partners's portfolio in Q2 2026, its #70 holding.
  • DT Investment Partners first reported a position in NextEra Energy in Q3 2017 and has held it in 24 quarters since.
  • DT Investment Partners's NextEra Energy position peaked at $2.18M in Q4 2023.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.