FG
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Foster Group’s NextEra Energy NEE Stock Holding History

Foster Group’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 		$464K Sell
5,285
-91
-2% -$8.23K 0.01% 188
2026
Q1 		$499K Buy
5,376
+2,138
+66% +$190K 0.01% 166
2025
Q4 		$260K Buy
3,238
+114
+4% +$9.44K 0.01% 237
2025
Q3 		$236K Sell
3,124
-61
-2% -$4.46K 0.01% 238
2025
Q2 		$221K Sell
3,185
-13
-0.4% -$903 0.01% 230
2025
Q1 		$227K Buy
+3,198
New +$226K 0.01% 198

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Foster Group's NEE Position: Q2 2026 in Review

Foster Group reduced its NextEra Energy (NEE) stake by 1.7% in Q2 2026, selling an estimated $8.23K and leaving 5,285 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #188.

Foster Group first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $499K in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Foster Group held 5,285 shares of NextEra Energy worth $464K as of Q2 2026.
  • Foster Group sold 91 NextEra Energy shares in Q2 2026, an estimated $8.23K.
  • NextEra Energy made up 0.01% of Foster Group's portfolio in Q2 2026, its #188 holding.
  • Foster Group first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
  • Foster Group's NextEra Energy position peaked at $499K in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.