Frank Rimerman Advisors’s NextEra Energy NEE Stock Holding History

Frank Rimerman Advisors’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	$1.73M	Sell	19,720 -233	-1%	-$21.1K	0.1%	162
2026 Q1	$1.85M	Buy	19,953 +260	+1%	+$23.1K	0.12%	137
2025 Q4	$1.58M	Buy	19,693 +254	+1%	+$21K	0.1%	157
2025 Q3	$1.47M	Sell	19,439 -298	-2%	-$21.8K	0.09%	158
2025 Q2	$1.37M	Sell	19,737 -570	-3%	-$39.6K	0.09%	169
2025 Q1	$1.44M	Sell	20,307 -8,804	-30%	-$621K	0.11%	147
2024 Q4	$2.09M	Sell	29,111 -2,420	-8%	-$188K	0.15%	103
2024 Q3	$2.67M	Buy	31,531 +4,062	+15%	+$317K	0.19%	91
2024 Q2	$1.95M	Buy	27,469 +27,421	+57,127%	+$1.95M	0.14%	122
2024 Q1	$3.07K	Hold	48	–	–	﹤0.01%	249
2023 Q4	$2.92K	Buy	+48	New	+$2.74K	﹤0.01%	235

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

Frank Rimerman Advisors's NEE Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its NextEra Energy (NEE) stake by 1.2% in Q2 2026, selling an estimated $21.1K and leaving 19,720 shares worth $1.73M. The position accounts for 0.1% of the portfolio, ranked #162.

Frank Rimerman Advisors first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.67M in Q3 2024. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Frank Rimerman Advisors held 19,720 shares of NextEra Energy worth $1.73M as of Q2 2026.
Frank Rimerman Advisors sold 233 NextEra Energy shares in Q2 2026, an estimated $21.1K.
NextEra Energy made up 0.1% of Frank Rimerman Advisors's portfolio in Q2 2026, its #162 holding.
Frank Rimerman Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Frank Rimerman Advisors's NextEra Energy position peaked at $2.67M in Q3 2024.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.