GIM
NEE icon

Generali Investments Management’s NextEra Energy NEE Stock Holding History

Generali Investments Management’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 		$1.81M Buy
20,649
+1,677
+9% +$152K 0.39% 54
2026
Q1 		$1.76M Buy
18,972
+6,961
+58% +$619K 0.41% 53
2025
Q4 		$964K Sell
12,011
-251
-2% -$20.8K 0.19% 80
2025
Q3 		$926K Buy
12,262
+4,276
+54% +$312K 0.19% 88
2025
Q2 		$554K Hold
7,986
– – 0.13% 102
2025
Q1 		$566K Buy
7,986
+367
+5% +$25.9K 0.16% 94
2024
Q4 		$546K Buy
+7,619
New +$592K 0.14% 94

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Generali Investments Management's NEE Position: Q2 2026 in Review

Generali Investments Management increased its NextEra Energy (NEE) stake by 8.8% in Q2 2026, buying an estimated $152K and bringing the position to 20,649 shares worth $1.81M. The position accounts for 0.39% of the portfolio, ranked #54.

Generali Investments Management first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. 819 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Generali Investments Management held 20,649 shares of NextEra Energy worth $1.81M as of Q2 2026.
  • Generali Investments Management bought 1,677 NextEra Energy shares in Q2 2026, an estimated $152K.
  • NextEra Energy made up 0.39% of Generali Investments Management's portfolio in Q2 2026, its #54 holding.
  • Generali Investments Management first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • 819 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Generali Investments Management's 13F filing for Q2 2026, filed 10 Jul 2026.