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GHP Investment Advisors’s NextEra Energy NEE Stock Holding History

GHP Investment 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 		$95.3K Sell
1,086
-621
-36% -$56.2K ﹤0.01% 474
2026
Q1 		$159K Sell
1,707
-401
-19% -$35.7K 0.01% 414
2025
Q4 		$169K Buy
2,108
+103
+5% +$8.53K 0.01% 404
2025
Q3 		$151K Sell
2,005
-2,510
-56% -$183K 0.01% 405
2025
Q2 		$313K Buy
4,515
+3,700
+454% +$257K 0.01% 338
2025
Q1 		$57.8K Sell
815
-308
-27% -$21.7K ﹤0.01% 490
2024
Q4 		$80.5K Buy
1,123
+21
+2% +$1.63K ﹤0.01% 454
2024
Q3 		$93.2K Buy
1,102
+416
+61% +$32.5K ﹤0.01% 445
2024
Q2 		$48.6K Buy
686
+471
+219% +$33.4K ﹤0.01% 506
2024
Q1 		$13.7K Hold
215
– – ﹤0.01% 625
2023
Q4 		$13.1K Sell
215
-106
-33% -$6.04K ﹤0.01% 623
2023
Q3 		$17.5K Buy
321
+106
+49% +$7.34K ﹤0.01% 614
2023
Q2 		$14.8K Sell
215
-2,857
-93% -$216K ﹤0.01% 627
2023
Q1 		$237K Hold
3,072
– – 0.02% 353
2022
Q4 		$257K Buy
3,072
+2,857
+1,329% +$231K 0.02% 348
2022
Q3 		$17K Hold
215
– – ﹤0.01% 596
2022
Q2 		$17K Hold
215
– – ﹤0.01% 604
2022
Q1 		$18K Buy
+215
New +$17.2K ﹤0.01% 626

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

GHP Investment Advisors's NEE Position: Q2 2026 in Review

GHP Investment Advisors reduced its NextEra Energy (NEE) stake by 36% in Q2 2026, selling an estimated $56.2K and leaving 1,086 shares worth $95.3K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

GHP Investment Advisors first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. The position peaked at $313K in Q2 2025. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • GHP Investment Advisors held 1,086 shares of NextEra Energy worth $95.3K as of Q2 2026.
  • GHP Investment Advisors sold 621 NextEra Energy shares in Q2 2026, an estimated $56.2K.
  • NextEra Energy made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #474 holding.
  • GHP Investment Advisors first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
  • GHP Investment Advisors's NextEra Energy position peaked at $313K in Q2 2025.
  • 1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.