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Financial Perspectives’s NextEra Energy NEE Stock Holding History

Financial Perspectives’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 		$125K Sell
1,426
-89
-6% -$8.05K 0.03% 222
2026
Q1 		$141K Sell
1,515
-16
-1% -$1.42K 0.04% 202
2025
Q4 		$123K Sell
1,531
-596
-28% -$49.4K 0.03% 209
2025
Q3 		$161K Buy
2,127
+350
+20% +$25.6K 0.04% 183
2025
Q2 		$123K Hold
1,777
– – 0.04% 207
2025
Q1 		$126K Hold
1,777
– – 0.04% 186
2024
Q4 		$127K Buy
1,777
+321
+22% +$24.9K 0.04% 189
2024
Q3 		$123K Hold
1,456
– – 0.04% 190
2024
Q2 		$103K Hold
1,456
– – 0.04% 199
2024
Q1 		$93.1K Hold
1,456
– – 0.04% 209
2023
Q4 		$88.4K Hold
1,456
– – 0.04% 214
2023
Q3 		$83.4K Hold
1,456
– – 0.04% 204
2023
Q2 		$108K Hold
1,456
– – 0.05% 182
2023
Q1 		$112K Hold
1,456
– – 0.05% 170
2022
Q4 		$122K Hold
1,456
– – 0.06% 158
2022
Q3 		$114K Hold
1,456
– – 0.06% 161
2022
Q2 		$113K Hold
1,456
– – 0.06% 162
2022
Q1 		$123K Hold
1,456
– – 0.06% 168
2021
Q4 		$136K Hold
1,456
– – 0.06% 152
2021
Q3 		$114K Hold
1,456
– – 0.06% 164
2021
Q2 		$107K Sell
1,456
-108,632
-99% -$8.15M 0.05% 180
2021
Q1 		$1.46M Buy
110,088
+109,228
+12,701% +$8.52M 0.07% 171
2020
Q4 		$66.3K Hold
860
– – 0.04% 200
2020
Q3 		$59.7K Hold
860
– – 0.04% 186
2020
Q2 		$51.6K Hold
860
– – 0.04% 190
2020
Q1 		$51.7K Hold
860
– – 0.04% 163
2019
Q4 		$52.1K Buy
+860
New +$50.2K 0.04% 174

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

Financial Perspectives's NEE Position: Q2 2026 in Review

Financial Perspectives reduced its NextEra Energy (NEE) stake by 5.9% in Q2 2026, selling an estimated $8.05K and leaving 1,426 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #222.

Financial Perspectives first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.46M in Q1 2021. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Financial Perspectives held 1,426 shares of NextEra Energy worth $125K as of Q2 2026.
  • Financial Perspectives sold 89 NextEra Energy shares in Q2 2026, an estimated $8.05K.
  • NextEra Energy made up 0.03% of Financial Perspectives's portfolio in Q2 2026, its #222 holding.
  • Financial Perspectives first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's NextEra Energy position peaked at $1.46M in Q1 2021.
  • 1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.