Evergreen Capital Management’s NextEra Energy NEE Stock Holding History

Evergreen Capital Management’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	$2.54M	Buy	28,972 +986	+4%	+$89.2K	0.04%	298
2026 Q1	$2.6M	Buy	27,986 +5,590	+25%	+$497K	0.06%	282
2025 Q4	$1.8M	Sell	22,396 -301	-1%	-$24.9K	0.04%	333
2025 Q3	$1.71M	Buy	22,697 +2,605	+13%	+$190K	0.04%	311
2025 Q2	$1.39M	Buy	20,092 +1,012	+5%	+$70.3K	0.04%	310
2025 Q1	$1.35M	Sell	19,080 -4,203	-18%	-$297K	0.05%	293
2024 Q4	$1.67M	Buy	23,283 +351	+2%	+$27.3K	0.05%	279
2024 Q3	$1.94M	Buy	22,932 +175	+0.8%	+$13.7K	0.07%	252
2024 Q2	$1.61M	Buy	22,757 +2,973	+15%	+$211K	0.06%	258
2024 Q1	$1.26M	Sell	19,784 -549	-3%	-$32.2K	0.05%	272
2023 Q4	$1.24M	Buy	20,333 +1,035	+5%	+$59K	0.05%	273
2023 Q3	$1.11M	Buy	19,298 +2,291	+13%	+$159K	0.05%	274
2023 Q2	$1.26M	Sell	17,007 -1,884	-10%	-$143K	0.05%	265
2023 Q1	$1.46M	Buy	18,891 +365	+2%	+$28.1K	0.07%	243
2022 Q4	$1.55M	Buy	18,526 +81	+0.4%	+$6.54K	0.07%	239
2022 Q3	$1.45M	Buy	18,445 +3,309	+22%	+$281K	0.08%	228
2022 Q2	$1.17M	Buy	15,136 +716	+5%	+$54.5K	0.06%	240
2022 Q1	$1.22M	Buy	14,420 +228	+2%	+$18.3K	0.05%	263
2021 Q4	$1.32M	Buy	14,192 +1,151	+9%	+$99.5K	0.05%	256
2021 Q3	$1.02M	Buy	13,041 +2,873	+28%	+$232K	0.05%	276
2021 Q2	$745K	Buy	10,168 +547	+6%	+$41.1K	0.04%	293
2021 Q1	$727K	Buy	9,621 +4,491	+88%	+$351K	0.04%	285
2020 Q4	$396K	Buy	5,130 +70	+1%	+$5.24K	0.02%	311
2020 Q3	$351K	Sell	5,060 -100	-2%	-$6.9K	0.02%	311
2020 Q2	$310K	Sell	5,160 -432	-8%	-$25.9K	0.02%	304
2020 Q1	$336K	Buy	5,592 +2,168	+63%	+$136K	0.03%	264
2019 Q4	$207K	Buy	+3,424	New	+$200K	0.02%	434

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Evergreen Capital Management's NEE Position: Q2 2026 in Review

Evergreen Capital Management increased its NextEra Energy (NEE) stake by 3.5% in Q2 2026, buying an estimated $89.2K and bringing the position to 28,972 shares worth $2.54M. The position accounts for 0.04% of the portfolio, ranked #298.

Evergreen Capital Management first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.6M in Q1 2026. 1,424 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Evergreen Capital Management held 28,972 shares of NextEra Energy worth $2.54M as of Q2 2026.
Evergreen Capital Management bought 986 NextEra Energy shares in Q2 2026, an estimated $89.2K.
NextEra Energy made up 0.04% of Evergreen Capital Management's portfolio in Q2 2026, its #298 holding.
Evergreen Capital Management first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
Evergreen Capital Management's NextEra Energy position peaked at $2.6M in Q1 2026.
1,424 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.