Focus Financial Network’s NextEra Energy NEE Stock Holding History

Focus Financial Network’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	$1.11M	Buy	12,629 +3,401	+37%	+$308K	0.03%	325
2026 Q1	$857K	Sell	9,228 -204	-2%	-$18.1K	0.03%	342
2025 Q4	$757K	Sell	9,432 -204	-2%	-$16.9K	0.03%	365
2025 Q3	$727K	Buy	9,636 +279	+3%	+$20.4K	0.03%	372
2025 Q2	$650K	Buy	9,357 +280	+3%	+$19.4K	0.03%	377
2025 Q1	$643K	Buy	9,077 +251	+3%	+$17.7K	0.03%	364
2024 Q4	$633K	Buy	8,826 +1,221	+16%	+$94.9K	0.03%	361
2024 Q3	$643K	Sell	7,605 -409	-5%	-$31.9K	0.03%	347
2024 Q2	$568K	Buy	8,014 +569	+8%	+$40.4K	0.02%	377
2024 Q1	$477K	Sell	7,445 -19,371	-72%	-$1.13M	0.02%	384
2023 Q4	$1.63M	Buy	26,816 +20,140	+302%	+$1.15M	0.06%	236
2023 Q3	$382K	Sell	6,676 -984	-13%	-$68.1K	0.02%	409
2023 Q2	$568K	Sell	7,660 -2,741	-26%	-$208K	0.03%	337
2023 Q1	$802K	Sell	10,401 -535	-5%	-$41.1K	0.05%	271
2022 Q4	$914K	Sell	10,936 -218	-2%	-$17.6K	0.07%	196
2022 Q3	$875K	Sell	11,154 -287	-3%	-$24.3K	0.08%	198
2022 Q2	$886K	Buy	11,441 +1,684	+17%	+$128K	0.07%	206
2022 Q1	$827K	Buy	9,757 +4,570	+88%	+$366K	0.06%	223
2021 Q4	$484K	Buy	5,187 +166	+3%	+$14.3K	0.07%	226
2021 Q3	$394K	Buy	5,021 +42	+0.8%	+$3.39K	0.05%	298
2021 Q2	$365K	Buy	4,979 +227	+5%	+$17K	0.05%	313
2021 Q1	$359K	Sell	4,752 -3,695	-44%	-$288K	0.04%	312
2020 Q4	$652K	Buy	8,447 +443	+6%	+$33.1K	0.06%	235
2020 Q3	$555K	Buy	8,004 +1,028	+15%	+$71K	0.05%	250
2020 Q2	$419K	Buy	6,976 +844	+14%	+$50.5K	0.05%	263
2020 Q1	$369K	Buy	6,132 +288	+5%	+$18.1K	0.05%	254
2019 Q4	$354K	Buy	5,844 +376	+7%	+$22K	0.04%	283
2019 Q3	$319K	Buy	5,468 +136	+3%	+$7.36K	0.04%	280
2019 Q2	$273K	Buy	+5,332	New	+$262K	0.04%	306

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

Focus Financial Network's NEE Position: Q2 2026 in Review

Focus Financial Network increased its NextEra Energy (NEE) stake by 37% in Q2 2026, buying an estimated $308K and bringing the position to 12,629 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #325.

Focus Financial Network first reported a position in NEE in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.63M in Q4 2023. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Focus Financial Network held 12,629 shares of NextEra Energy worth $1.11M as of Q2 2026.
Focus Financial Network bought 3,401 NextEra Energy shares in Q2 2026, an estimated $308K.
NextEra Energy made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #325 holding.
Focus Financial Network first reported a position in NextEra Energy in Q2 2019 and has held it in 29 quarters since.
Focus Financial Network's NextEra Energy position peaked at $1.63M in Q4 2023.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.