EWM
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Evermay Wealth Management’s NextEra Energy NEE Stock Holding History

Evermay Wealth 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 		$2.27M Buy
25,859
+4,102
+19% +$371K 0.23% 43
2026
Q1 		$2.02M Sell
21,757
-76
-0.3% -$6.76K 0.22% 46
2025
Q4 		$1.75M Sell
21,833
-124
-0.6% -$10.3K 0.2% 51
2025
Q3 		$1.66M Sell
21,957
-575
-3% -$42K 0.19% 50
2025
Q2 		$1.56M Sell
22,532
-665
-3% -$46.2K 0.19% 50
2025
Q1 		$1.64M Sell
23,197
-780
-3% -$55.1K 0.22% 47
2024
Q4 		$1.72M Sell
23,977
-94
-0.4% -$7.3K 0.26% 45
2024
Q3 		$2.03M Sell
24,071
-1,108
-4% -$86.5K 0.33% 42
2024
Q2 		$1.78M Buy
25,179
+2,945
+13% +$209K 0.29% 45
2024
Q1 		$1.42M Buy
22,234
+607
+3% +$35.6K 0.21% 58
2023
Q4 		$1.31M Sell
21,627
-1,980
-8% -$113K 0.24% 45
2023
Q3 		$1.35M Sell
23,607
-323
-1% -$22.4K 0.28% 40
2023
Q2 		$1.78M Sell
23,930
-3,274
-12% -$248K 0.34% 34
2023
Q1 		$2.1M Sell
27,204
-58
-0.2% -$4.46K 0.42% 28
2022
Q4 		$2.28M Buy
27,262
+419
+2% +$33.8K 0.46% 29
2022
Q3 		$2.1M Sell
26,843
-834
-3% -$70.8K 0.42% 30
2022
Q2 		$2.14M Sell
27,677
-1,000
-3% -$76.1K 0.42% 28
2022
Q1 		$2.43M Buy
28,677
+510
+2% +$40.9K 0.41% 32
2021
Q4 		$2.63M Buy
28,167
+1,032
+4% +$89.2K 0.47% 19
2021
Q3 		$2.13M Sell
27,135
-505
-2% -$40.7K 0.41% 21
2021
Q2 		$2.02M Sell
27,640
-920
-3% -$69K 0.38% 24
2021
Q1 		$2.16M Sell
28,560
-432
-1% -$33.7K 0.43% 23
2020
Q4 		$2.24M Sell
28,992
-400
-1% -$29.9K 0.49% 22
2020
Q3 		$2.04M Sell
29,392
-196
-0.7% -$13.5K 0.5% 23
2020
Q2 		$1.78M Buy
29,588
+160
+0.5% +$9.58K 0.47% 26
2020
Q1 		$1.77M Buy
29,428
+2,560
+10% +$161K 0.54% 21
2019
Q4 		$1.63M Buy
26,868
+1,464
+6% +$85.5K 0.4% 29
2019
Q3 		$1.48M Sell
25,404
-420
-2% -$22.7K 0.4% 30
2019
Q2 		$1.32M Sell
25,824
-524
-2% -$25.8K 0.37% 35
2019
Q1 		$1.27M Buy
26,348
+140
+0.5% +$6.4K 0.36% 34
2018
Q4 		$1.14M Buy
26,208
+5,504
+27% +$241K 0.37% 33
2018
Q3 		$867K Sell
20,704
-1,008
-5% -$42.9K 0.27% 41
2018
Q2 		$907K Hold
21,712
– – 0.3% 40
2018
Q1 		$887K Sell
21,712
-6,608
-23% -$255K 0.31% 41
2017
Q4 		$1.11M Sell
28,320
-1,388
-5% -$53.6K 0.41% 32
2017
Q3 		$1.09M Buy
29,708
+4,348
+17% +$159K 0.47% 21
2017
Q2 		$888K Hold
25,360
– – 0.39% 25
2017
Q1 		$814K Buy
25,360
+4,660
+23% +$147K 0.36% 26
2016
Q4 		$618K Hold
20,700
– – 0.3% 29
2016
Q3 		$633K Hold
20,700
– – 0.32% 27
2016
Q2 		$675K Hold
20,700
– – 0.35% 30
2016
Q1 		$612K Buy
20,700
+4,400
+27% +$124K 0.34% 31
2015
Q4 		$423K Hold
16,300
– – 0.25% 38
2015
Q3 		$398K Hold
16,300
– – 0.24% 39
2015
Q2 		$399K Sell
16,300
-320
-2% -$8.13K 0.24% 43
2015
Q1 		$432K Sell
16,620
-724
-4% -$19.1K 0.26% 43
2014
Q4 		$461K Sell
17,344
-2,860
-14% -$72.2K 0.3% 43
2014
Q3 		$474K Buy
20,204
+200
+1% +$4.83K 0.41% 38
2014
Q2 		$513K Sell
20,004
-800
-4% -$19.5K 0.44% 31
2014
Q1 		$497K Sell
20,804
-776
-4% -$17.6K 0.53% 27
2013
Q4 		$462K Buy
+21,580
New +$455K 0.64% 23

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

Evermay Wealth Management's NEE Position: Q2 2026 in Review

Evermay Wealth Management increased its NextEra Energy (NEE) stake by 19% in Q2 2026, buying an estimated $371K and bringing the position to 25,859 shares worth $2.27M. The position accounts for 0.23% of the portfolio, ranked #43.

Evermay Wealth Management first reported a position in NEE in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.63M in Q4 2021. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Evermay Wealth Management held 25,859 shares of NextEra Energy worth $2.27M as of Q2 2026.
  • Evermay Wealth Management bought 4,102 NextEra Energy shares in Q2 2026, an estimated $371K.
  • NextEra Energy made up 0.23% of Evermay Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Evermay Wealth Management first reported a position in NextEra Energy in Q4 2013 and has held it in 51 quarters since.
  • Evermay Wealth Management's NextEra Energy position peaked at $2.63M in Q4 2021.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.