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Global Assets Advisory’s NextEra Energy NEE Stock Holding History

Global Assets Advisory’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 		$495K Sell
5,701
-228
-4% -$20.6K 0.11% 194
2026
Q1 		$551K Buy
5,929
+245
+4% +$21.8K 0.16% 118
2025
Q4 		$456K Sell
5,684
-284
-5% -$23.5K 0.13% 159
2025
Q3 		$451K Sell
5,968
-1,605
-21% -$117K 0.13% 161
2025
Q2 		$553K Sell
7,573
-12,386
-62% -$860K 0.22% 104
2025
Q1 		$1.35M Buy
19,959
+12,813
+179% +$904K 0.25% 86
2024
Q4 		$512K Buy
7,146
+126
+2% +$9.79K 0.28% 85
2024
Q3 		$599K Buy
+7,020
New +$548K 0.33% 71
2024
Q2 		– Sell
-425,735
Closed -$6.72M – 346
2024
Q1 		$6.72M Buy
+425,735
New +$24.9M 0.31% 69
2023
Q4 		– Sell
-6,936
Closed -$397K – 101
2023
Q3 		$397K Buy
6,936
+190
+3% +$13.2K 0.35% 75
2023
Q2 		$501K Buy
6,746
+27
+0.4% +$2.04K 0.46% 64
2023
Q1 		$526K Sell
6,719
-245
-4% -$18.8K 0.54% 58
2022
Q4 		$582K Buy
6,964
+119
+2% +$9.61K 0.61% 46
2022
Q3 		$530K Buy
6,845
+1,658
+32% +$141K 0.54% 51
2022
Q2 		$418K Buy
+5,187
New +$395K 0.9% 30

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

Global Assets Advisory's NEE Position: Q2 2026 in Review

Global Assets Advisory reduced its NextEra Energy (NEE) stake by 3.8% in Q2 2026, selling an estimated $20.6K and leaving 5,701 shares worth $495K. The position accounts for 0.11% of the portfolio, ranked #194.

Global Assets Advisory first reported a position in NEE in Q2 2022 and has held it in 15 quarters since. The position peaked at $6.72M in Q1 2024. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Global Assets Advisory held 5,701 shares of NextEra Energy worth $495K as of Q2 2026.
  • Global Assets Advisory sold 228 NextEra Energy shares in Q2 2026, an estimated $20.6K.
  • NextEra Energy made up 0.11% of Global Assets Advisory's portfolio in Q2 2026, its #194 holding.
  • Global Assets Advisory first reported a position in NextEra Energy in Q2 2022 and has held it in 15 quarters since.
  • Global Assets Advisory's NextEra Energy position peaked at $6.72M in Q1 2024.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.