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Essential Investment Partners’s NextEra Energy NEE Stock Holding History

Essential Investment 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 		$70.2K Hold
800
– – 0.06% 139
2026
Q1 		$74.3K Hold
800
– – 0.07% 125
2025
Q4 		$64.2K Buy
+800
New +$66.3K 0.06% 123

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Robeco Institutional Asset Management
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Essential Investment Partners's NEE Position: Q2 2026 in Review

Essential Investment Partners held its NextEra Energy (NEE) position steady in Q2 2026 at 800 shares worth $70.2K. The position accounts for 0.06% of the portfolio, ranked #139.

Essential Investment Partners first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $74.3K in Q1 2026. 810 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Essential Investment Partners held 800 shares of NextEra Energy worth $70.2K as of Q2 2026.
  • Essential Investment Partners left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.06% of Essential Investment Partners's portfolio in Q2 2026, its #139 holding.
  • Essential Investment Partners first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's NextEra Energy position peaked at $74.3K in Q1 2026.
  • 810 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.