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Elgethun Capital Management’s NextEra Energy NEE Stock Holding History

Elgethun Capital Management’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 		$284K Buy
3,232
+141
+5% +$12.8K 0.04% 135
2026
Q1 		$287K Hold
3,091
– – 0.05% 127
2025
Q4 		$248K Sell
3,091
-3
-0.1% -$248 0.04% 129
2025
Q3 		$238K Hold
3,094
– – 0.04% 124
2025
Q2 		$215K Hold
3,094
– – 0.04% 121
2025
Q1 		$219K Hold
3,094
– – 0.05% 120
2024
Q4 		$222K Hold
3,094
– – 0.05% 112
2024
Q3 		$262K Hold
3,094
– – 0.06% 109
2024
Q2 		$219K Sell
3,094
-43
-1% -$3.05K 0.06% 116
2024
Q1 		$199K Hold
3,137
– – 0.05% 124
2023
Q4 		$191K Hold
3,137
– – 0.05% 117
2023
Q3 		$173K Sell
3,137
-446
-12% -$30.9K 0.05% 116
2023
Q2 		$266K Buy
3,583
+446
+14% +$33.8K 0.08% 99
2023
Q1 		$239K Hold
3,137
– – 0.08% 106
2022
Q4 		$260K Buy
3,137
+16
+0.5% +$1.29K 0.09% 96
2022
Q3 		$245K Buy
3,121
+15
+0.5% +$1.27K 0.1% 94
2022
Q2 		$240K Buy
3,106
+18
+0.6% +$1.37K 0.09% 94
2022
Q1 		$262K Buy
3,088
+16
+0.5% +$1.28K 0.09% 95
2021
Q4 		$280K Buy
3,072
+13
+0.4% +$1.12K 0.1% 93
2021
Q3 		$240K Buy
3,059
+14
+0.5% +$1.13K 0.08% 94
2021
Q2 		$223K Buy
3,045
+16
+0.5% +$1.2K 0.08% 96
2021
Q1 		$229K Buy
3,029
+15
+0.5% +$1.17K 0.09% 92
2020
Q4 		$233K Buy
3,014
+14
+0.5% +$1.05K 0.1% 88
2020
Q3 		$208K Hold
3,000
– – 0.11% 83
2020
Q2 		$180K Hold
3,000
– – 0.1% 85
2020
Q1 		$180K Buy
+3,000
New +$189K 0.1% 87
2017
Q1 		– Sell
-3,000
Closed -$90K – 168
2016
Q4 		$90K Buy
+3,000
New +$89.6K 0.07% 110

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Ninety One (UK)
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

Elgethun Capital Management's NEE Position: Q2 2026 in Review

Elgethun Capital Management increased its NextEra Energy (NEE) stake by 4.6% in Q2 2026, buying an estimated $12.8K and bringing the position to 3,232 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #135.

Elgethun Capital Management first reported a position in NEE in Q4 2016 and has held it in 27 quarters since. The position peaked at $287K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Elgethun Capital Management held 3,232 shares of NextEra Energy worth $284K as of Q2 2026.
  • Elgethun Capital Management bought 141 NextEra Energy shares in Q2 2026, an estimated $12.8K.
  • NextEra Energy made up 0.04% of Elgethun Capital Management's portfolio in Q2 2026, its #135 holding.
  • Elgethun Capital Management first reported a position in NextEra Energy in Q4 2016 and has held it in 27 quarters since.
  • Elgethun Capital Management's NextEra Energy position peaked at $287K in Q1 2026.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.