EPIQ Partners’s NextEra Energy NEE Stock Holding History

EPIQ 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	$2.05M	Hold	23,400	–	–	0.87%	32
2026 Q1	$2.17M	Hold	23,400	–	–	1.02%	30
2025 Q4	$1.88M	Hold	23,400	–	–	0.88%	33
2025 Q3	$1.77M	Hold	23,400	–	–	0.83%	33
2025 Q2	$1.62M	Hold	23,400	–	–	0.83%	34
2025 Q1	$1.66M	Hold	23,400	–	–	0.88%	34
2024 Q4	$1.68M	Sell	23,400 -800	-3%	-$62.1K	0.91%	32
2024 Q3	$2.05M	Buy	24,200 +200	+0.8%	+$15.6K	1.13%	27
2024 Q2	$1.7M	Hold	24,000	–	–	1.15%	29
2024 Q1	$1.53M	Hold	24,000	–	–	1.02%	31
2023 Q4	$1.46M	Hold	24,000	–	–	1.05%	32
2023 Q3	$1.37M	Hold	24,000	–	–	1.04%	31
2023 Q2	$1.78M	Sell	24,000 -432	-2%	-$32.7K	1.21%	29
2023 Q1	$1.88M	Sell	24,432 -100	-0.4%	-$7.69K	1.3%	29
2022 Q4	$2.05M	Sell	24,532 -1,600	-6%	-$129K	1.36%	31
2022 Q3	$2.05M	Hold	26,132	–	–	1.27%	32
2022 Q2	$2.02M	Sell	26,132 -92	-0.4%	-$7K	1.24%	34
2022 Q1	$2.22M	Hold	26,224	–	–	1.19%	35
2021 Q4	$2.45M	Hold	26,224	–	–	1.3%	30
2021 Q3	$2.06M	Hold	26,224	–	–	0.95%	40
2021 Q2	$1.92M	Hold	26,224	–	–	0.96%	37
2021 Q1	$1.98M	Hold	26,224	–	–	1.13%	33
2020 Q4	$2.02M	Hold	26,224	–	–	1.41%	29
2020 Q3	$1.95M	Sell	26,224 -840	-3%	-$58K	1.47%	25
2020 Q2	$1.63M	Sell	27,064 -800	-3%	-$47.9K	1.48%	28
2020 Q1	$1.68M	Buy	27,864 +432	+2%	+$27.2K	1.85%	20
2019 Q4	$1.66M	Buy	+27,432	New	+$1.6M	1.69%	27

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EPIQ Partners's NEE Position: Q2 2026 in Review

EPIQ Partners held its NextEra Energy (NEE) position steady in Q2 2026 at 23,400 shares worth $2.05M. The position accounts for 0.87% of the portfolio, ranked #32.

EPIQ Partners first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.45M in Q4 2021. 652 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

EPIQ Partners held 23,400 shares of NextEra Energy worth $2.05M as of Q2 2026.
EPIQ Partners left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.87% of EPIQ Partners's portfolio in Q2 2026, its #32 holding.
EPIQ Partners first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
EPIQ Partners's NextEra Energy position peaked at $2.45M in Q4 2021.
652 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.