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Fortitude Family Office’s NextEra Energy NEE Stock Holding History

Fortitude Family Office’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 		$163K Sell
1,853
-391
-17% -$35.4K 0.03% 145
2026
Q1 		$208K Buy
2,244
+282
+14% +$25.1K 0.05% 118
2025
Q4 		$158K Buy
1,962
+61
+3% +$5.05K 0.04% 158
2025
Q3 		$144K Sell
1,901
-271
-12% -$19.8K 0.04% 160
2025
Q2 		$151K Sell
2,172
-2,809
-56% -$195K 0.05% 143
2025
Q1 		$353K Sell
4,981
-409
-8% -$28.9K 0.13% 85
2024
Q4 		$386K Buy
5,390
+117
+2% +$9.09K 0.14% 90
2024
Q3 		$446K Buy
5,273
+339
+7% +$26.5K 0.18% 71
2024
Q2 		$349K Buy
4,934
+4,628
+1,512% +$328K 0.2% 61
2024
Q1 		$19.6K Buy
306
+200
+189% +$11.7K 0.01% 281
2023
Q4 		$6.44K Buy
+106
New +$6.04K ﹤0.01% 517

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

Fortitude Family Office's NEE Position: Q2 2026 in Review

Fortitude Family Office reduced its NextEra Energy (NEE) stake by 17% in Q2 2026, selling an estimated $35.4K and leaving 1,853 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #145.

Fortitude Family Office first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $446K in Q3 2024. 1,260 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Fortitude Family Office held 1,853 shares of NextEra Energy worth $163K as of Q2 2026.
  • Fortitude Family Office sold 391 NextEra Energy shares in Q2 2026, an estimated $35.4K.
  • NextEra Energy made up 0.03% of Fortitude Family Office's portfolio in Q2 2026, its #145 holding.
  • Fortitude Family Office first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's NextEra Energy position peaked at $446K in Q3 2024.
  • 1,260 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.