Exeter Financial’s NextEra Energy NEE Stock Holding History

Exeter Financial’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	$336K	Hold	3,828	–	–	0.13%	85
2026 Q1	$356K	Hold	3,828	–	–	0.15%	83
2025 Q4	$307K	Hold	3,828	–	–	0.13%	81
2025 Q3	$289K	Hold	3,828	–	–	0.12%	85
2025 Q2	$266K	Hold	3,828	–	–	0.12%	85
2025 Q1	$271K	Hold	3,828	–	–	0.12%	83
2024 Q4	$274K	Sell	3,828 -100	-3%	-$7.77K	0.13%	81
2024 Q3	$332K	Buy	3,928 +100	+3%	+$7.8K	0.15%	79
2024 Q2	$271K	Sell	3,828 -396	-9%	-$28.1K	0.13%	82
2024 Q1	$269K	Hold	4,224	–	–	0.12%	83
2023 Q4	$262K	Hold	4,224	–	–	0.13%	81
2023 Q3	$242K	Hold	4,224	–	–	0.13%	83
2023 Q2	$305K	Hold	4,224	–	–	0.16%	77
2023 Q1	$331K	Hold	4,224	–	–	0.17%	75
2022 Q4	$353K	Hold	4,224	–	–	0.18%	74
2022 Q3	$331K	Hold	4,224	–	–	0.19%	70
2022 Q2	$327K	Hold	4,224	–	–	0.18%	75
2022 Q1	$358K	Hold	4,224	–	–	0.19%	73
2021 Q4	$356K	Hold	4,224	–	–	0.2%	69
2021 Q3	$332K	Sell	4,224 -220	-5%	-$17.7K	0.2%	71
2021 Q2	$330K	Buy	4,444 +220	+5%	+$16.5K	0.19%	72
2021 Q1	$319K	Hold	4,224	–	–	0.2%	68
2020 Q4	$326K	Hold	4,224	–	–	0.23%	66
2020 Q3	$293K	Hold	4,224	–	–	0.23%	66
2020 Q2	$254K	Hold	4,224	–	–	0.21%	67
2020 Q1	$254K	Sell	4,224 -360	-8%	-$22.6K	0.24%	65
2019 Q4	$278K	Hold	4,584	–	–	0.22%	65
2019 Q3	$267K	Hold	4,584	–	–	0.21%	66
2019 Q2	$235K	Hold	4,584	–	–	0.2%	66
2019 Q1	$222K	Buy	+4,584	New	+$210K	0.19%	66

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 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Exeter Financial's NEE Position: Q2 2026 in Review

Exeter Financial held its NextEra Energy (NEE) position steady in Q2 2026 at 3,828 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #85.

Exeter Financial first reported a position in NEE in Q1 2019 and has held it in 30 quarters since. The position peaked at $358K in Q1 2022. 1,195 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Exeter Financial held 3,828 shares of NextEra Energy worth $336K as of Q2 2026.
Exeter Financial left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.13% of Exeter Financial's portfolio in Q2 2026, its #85 holding.
Exeter Financial first reported a position in NextEra Energy in Q1 2019 and has held it in 30 quarters since.
Exeter Financial's NextEra Energy position peaked at $358K in Q1 2022.
1,195 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.