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Essex LLC’s NextEra Energy NEE Stock Holding History

Essex LLC’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 		$453K Sell
5,158
-320
-6% -$28.9K 0.07% 120
2026
Q1 		$509K Sell
5,478
-243
-4% -$21.6K 0.09% 113
2025
Q4 		$459K Buy
5,721
+208
+4% +$17.2K 0.08% 114
2025
Q3 		$416K Buy
5,513
+433
+9% +$31.6K 0.08% 116
2025
Q2 		$353K Buy
5,080
+811
+19% +$56.3K 0.07% 123
2025
Q1 		$303K Buy
+4,269
New +$301K 0.07% 126

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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
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

Essex LLC's NEE Position: Q2 2026 in Review

Essex LLC reduced its NextEra Energy (NEE) stake by 5.8% in Q2 2026, selling an estimated $28.9K and leaving 5,158 shares worth $453K. The position accounts for 0.07% of the portfolio, ranked #120.

Essex LLC first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $509K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Essex LLC held 5,158 shares of NextEra Energy worth $453K as of Q2 2026.
  • Essex LLC sold 320 NextEra Energy shares in Q2 2026, an estimated $28.9K.
  • NextEra Energy made up 0.07% of Essex LLC's portfolio in Q2 2026, its #120 holding.
  • Essex LLC first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
  • Essex LLC's NextEra Energy position peaked at $509K in Q1 2026.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.