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Entelevest’s NextEra Energy NEE Stock Holding History

Entelevest’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
Q1 		– Sell
-400
Closed -$32.1K – 161
2025
Q4 		$32.1K Buy
+400
New +$33.1K 0.03% 139

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
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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Entelevest's NEE Position: Q2 2026 in Review

Entelevest increased its NextEra Energy (NEE) stake by 8.8% in Q2 2026, buying an estimated $19.6K and bringing the position to 2,686 shares worth $236K. The position accounts for 0.2% of the portfolio, ranked #99.

Entelevest first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $262K in Q4 2025. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Entelevest held 2,686 shares of NextEra Energy worth $236K as of Q2 2026.
  • Entelevest bought 217 NextEra Energy shares in Q2 2026, an estimated $19.6K.
  • NextEra Energy made up 0.2% of Entelevest's portfolio in Q2 2026, its #99 holding.
  • Entelevest first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Entelevest's NextEra Energy position peaked at $262K in Q4 2025.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Entelevest's 13F filing for Q2 2026, filed 22 Jul 2026.