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Fiduciary Alliance’s NextEra Energy NEE Stock Holding History

Fiduciary Alliance’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 		$13M Buy
147,654
+8,620
+6% +$780K 0.88% 19
2026
Q1 		$12.7M Buy
139,034
+1,202
+0.9% +$107K 0.77% 26
2025
Q4 		$11.1M Buy
137,832
+10,261
+8% +$850K 0.72% 28
2025
Q3 		$9.63M Buy
127,571
+8,648
+7% +$632K 0.65% 34
2025
Q2 		$8.26M Sell
118,923
-1,709
-1% -$119K 0.62% 37
2025
Q1 		$8.55M Buy
120,632
+7,963
+7% +$562K 0.84% 28
2024
Q4 		$8.08M Buy
112,669
+9,039
+9% +$702K 0.82% 29
2024
Q3 		$8.76M Buy
103,630
+8,056
+8% +$629K 1.16% 25
2024
Q2 		$6.74M Buy
95,574
+3,850
+4% +$273K 1.09% 31
2024
Q1 		$5.81M Sell
91,724
-12,615
-12% -$739K 1.03% 31
2023
Q4 		$6.34M Sell
104,339
-10,929
-9% -$623K 1.25% 25
2023
Q3 		$6.6M Buy
115,268
+1,419
+1% +$98.2K 1.53% 21
2023
Q2 		$8.45M Buy
113,849
+6,969
+7% +$528K 1.81% 12
2023
Q1 		$8.24M Buy
106,880
+2,907
+3% +$224K 2.07% 12
2022
Q4 		$8.69M Buy
+103,973
New +$8.4M 2.25% 13

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fiduciary Alliance's NEE Position: Q2 2026 in Review

Fiduciary Alliance increased its NextEra Energy (NEE) stake by 6.2% in Q2 2026, buying an estimated $780K and bringing the position to 147,654 shares worth $13M. The position accounts for 0.88% of the portfolio, ranked #19.

Fiduciary Alliance first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. 1,175 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Fiduciary Alliance held 147,654 shares of NextEra Energy worth $13M as of Q2 2026.
  • Fiduciary Alliance bought 8,620 NextEra Energy shares in Q2 2026, an estimated $780K.
  • NextEra Energy made up 0.88% of Fiduciary Alliance's portfolio in Q2 2026, its #19 holding.
  • Fiduciary Alliance first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,175 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.