Elm Partners Management’s NextEra Energy NEE Stock Holding History

Elm Partners 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	$302K	Buy	3,441 +23	+0.7%	+$2.08K	0.01%	135
2026 Q1	$315K	Buy	3,418 +485	+17%	+$43.1K	0.01%	123
2025 Q4	$235K	Buy	2,933 +179	+6%	+$14.8K	0.01%	146
2025 Q3	$208K	Buy	+2,754	New	+$201K	0.01%	142

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 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

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

Elm Partners Management's NEE Position: Q2 2026 in Review

Elm Partners Management increased its NextEra Energy (NEE) stake by 0.67% in Q2 2026, buying an estimated $2.08K and bringing the position to 3,441 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #135.

Elm Partners Management first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $315K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Elm Partners Management held 3,441 shares of NextEra Energy worth $302K as of Q2 2026.
Elm Partners Management bought 23 NextEra Energy shares in Q2 2026, an estimated $2.08K.
NextEra Energy made up 0.01% of Elm Partners Management's portfolio in Q2 2026, its #135 holding.
Elm Partners Management first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
Elm Partners Management's NextEra Energy position peaked at $315K in Q1 2026.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.