Epoch Investment Partners’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $59.9M | Sell |
682,794
-225,848
| -25% | -$20.4M | 0.34% | 107 |
|
|
2026
Q1 | $84.4M | Sell |
908,642
-53,193
| -6% | -$4.73M | 0.51% | 78 |
|
|
2025
Q4 | $77.2M | Sell |
961,835
-10,773
| -1% | -$892K | 0.44% | 89 |
|
|
2025
Q3 | $73.4M | Sell |
972,608
-43,865
| -4% | -$3.21M | 0.4% | 95 |
|
|
2025
Q2 | $70.6M | Sell |
1,016,473
-63,928
| -6% | -$4.44M | 0.37% | 106 |
|
|
2025
Q1 | $76.6M | Sell |
1,080,401
-19,524
| -2% | -$1.38M | 0.4% | 96 |
|
|
2024
Q4 | $78.9M | Sell |
1,099,925
-165,156
| -13% | -$12.8M | 0.38% | 93 |
|
|
2024
Q3 | $107M | Sell |
1,265,081
-21,482
| -2% | -$1.68M | 0.48% | 69 |
|
|
2024
Q2 | $91.1M | Sell |
1,286,563
-3,412
| -0.3% | -$242K | 0.42% | 80 |
|
|
2024
Q1 | $82.4M | Sell |
1,289,975
-182,121
| -12% | -$10.7M | 0.37% | 102 |
|
|
2023
Q4 | $89.4M | Buy |
1,472,096
+57,215
| +4% | +$3.26M | 0.41% | 75 |
|
|
2023
Q3 | $81.1M | Sell |
1,414,881
-489,253
| -26% | -$33.9M | 0.52% | 55 |
|
|
2023
Q2 | $141M | Sell |
1,904,134
-432,396
| -19% | -$32.7M | 0.82% | 27 |
|
|
2023
Q1 | $180M | Sell |
2,336,530
-2,494
| -0.1% | -$192K | 1.07% | 15 |
|
|
2022
Q4 | $196M | Sell |
2,339,024
-39,270
| -2% | -$3.17M | 1.17% | 11 |
|
|
2022
Q3 | $186M | Buy |
2,378,294
+95,257
| +4% | +$8.08M | 1.22% | 7 |
|
|
2022
Q2 | $177M | Buy |
2,283,037
+412,302
| +22% | +$31.4M | 1.04% | 14 |
|
|
2022
Q1 | $158M | Buy |
1,870,735
+77,572
| +4% | +$6.22M | 0.78% | 30 |
|
|
2021
Q4 | $167M | Sell |
1,793,163
-91,054
| -5% | -$7.87M | 0.85% | 25 |
|
|
2021
Q3 | $148M | Sell |
1,884,217
-118,859
| -6% | -$9.59M | 0.82% | 29 |
|
|
2021
Q2 | $147M | Buy |
2,003,076
+917,457
| +85% | +$68.9M | 0.79% | 34 |
|
|
2021
Q1 | $82.1M | Buy |
1,085,619
+133,005
| +14% | +$10.4M | 0.38% | 97 |
|
|
2020
Q4 | $73.5M | Buy |
+952,614
| New | +$71.3M | 0.34% | 108 |
|
|
2018
Q1 | – | Sell |
-15,196
| Closed | -$593K | – | 322 |
|
|
2017
Q4 | $593K | Sell |
15,196
-5,049,960
| -100% | -$195M | ﹤0.01% | 292 |
|
|
2017
Q3 | $186M | Buy |
5,065,156
+139,196
| +3% | +$5.1M | 0.62% | 54 |
|
|
2017
Q2 | $173M | Sell |
4,925,960
-173,716
| -3% | -$5.94M | 0.58% | 65 |
|
|
2017
Q1 | $164M | Sell |
5,099,676
-615,876
| -11% | -$19.4M | 0.55% | 71 |
|
|
2016
Q4 | $171M | Sell |
5,715,552
-276,960
| -5% | -$8.28M | 0.64% | 63 |
|
|
2016
Q3 | $183M | Buy |
5,992,512
+1,150,880
| +24% | +$36.3M | 0.68% | 54 |
|
|
2016
Q2 | $158M | Buy |
+4,841,632
| New | +$145M | 0.59% | 62 |
|
Other funds holding NEE
Epoch Investment Partners's NEE Position: Q2 2026 in Review
Epoch Investment Partners reduced its NextEra Energy (NEE) stake by 25% in Q2 2026, selling an estimated $20.4M and leaving 682,794 shares worth $59.9M. The position accounts for 0.34% of the portfolio, ranked #107.
Epoch Investment Partners first reported a position in NEE in Q2 2016 and has held it in 30 quarters since. The position peaked at $196M in Q4 2022. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Epoch Investment Partners held 682,794 shares of NextEra Energy worth $59.9M as of Q2 2026.
- Epoch Investment Partners sold 225,848 NextEra Energy shares in Q2 2026, an estimated $20.4M.
- NextEra Energy made up 0.34% of Epoch Investment Partners's portfolio in Q2 2026, its #107 holding.
- Epoch Investment Partners first reported a position in NextEra Energy in Q2 2016 and has held it in 30 quarters since.
- Epoch Investment Partners's NextEra Energy position peaked at $196M in Q4 2022.
- 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.