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Global Financial Private Client’s NextEra Energy NEE Stock Holding History

Global Financial Private Client’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 		$234K Buy
2,670
+18
+0.7% +$1.63K 0.06% 231
2026
Q1 		$246K Buy
2,652
+52
+2% +$4.62K 0.08% 212
2025
Q4 		$209K Buy
+2,600
New +$215K 0.07% 221
2025
Q2 		– Sell
-2,557
Closed -$181K – 1108
2025
Q1 		$181K Sell
2,557
-184
-7% -$13K 0.07% 208
2024
Q4 		$197K Sell
2,741
-156
-5% -$12.1K 0.07% 203
2024
Q3 		$245K Buy
2,897
+568
+24% +$44.3K 0.1% 184
2024
Q2 		$165K Hold
2,329
– – 0.07% 196
2024
Q1 		$148K Buy
2,329
+721
+45% +$42.2K 0.06% 200
2023
Q4 		$97.7K Sell
1,608
-2,074
-56% -$118K 0.05% 231
2023
Q3 		$192K Sell
3,682
-1,219
-25% -$84.4K 0.1% 166
2023
Q2 		$365K Sell
4,901
-38
-0.8% -$2.88K 0.18% 130
2023
Q1 		$379K Hold
4,939
– – 0.2% 113
2022
Q4 		$413K Buy
4,939
+91
+2% +$7.35K 0.23% 93
2022
Q3 		$394K Buy
4,848
+478
+11% +$40.6K 0.23% 100
2022
Q2 		$352K Buy
4,370
+1,561
+56% +$119K 0.2% 102
2022
Q1 		$241K Buy
2,809
+176
+7% +$14.1K 0.12% 135
2021
Q4 		$246K Buy
2,633
+710
+37% +$61.4K 0.12% 135
2021
Q3 		$152K Buy
1,923
+318
+20% +$25.6K 0.08% 152
2021
Q2 		$119K Buy
1,605
+861
+116% +$64.6K 0.07% 154
2021
Q1 		$56.4K Buy
744
+24
+3% +$1.87K 0.04% 197
2020
Q4 		$55.5K Buy
720
+28
+4% +$2.1K 0.04% 187
2020
Q3 		$48.9K Sell
692
-156
-18% -$10.8K 0.04% 192
2020
Q2 		$52.2K Sell
848
-532
-39% -$31.8K 0.05% 200
2020
Q1 		$75.3K Hold
1,380
– – 0.08% 169
2019
Q4 		$83.5K Buy
+1,380
New +$80.6K 0.07% 187

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Global Financial Private Client's NEE Position: Q2 2026 in Review

Global Financial Private Client increased its NextEra Energy (NEE) stake by 0.68% in Q2 2026, buying an estimated $1.63K and bringing the position to 2,670 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #231.

Global Financial Private Client first reported a position in NEE in Q4 2019 and has held it in 25 quarters since. The position peaked at $413K in Q4 2022. 1,233 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Global Financial Private Client held 2,670 shares of NextEra Energy worth $234K as of Q2 2026.
  • Global Financial Private Client bought 18 NextEra Energy shares in Q2 2026, an estimated $1.63K.
  • NextEra Energy made up 0.06% of Global Financial Private Client's portfolio in Q2 2026, its #231 holding.
  • Global Financial Private Client first reported a position in NextEra Energy in Q4 2019 and has held it in 25 quarters since.
  • Global Financial Private Client's NextEra Energy position peaked at $413K in Q4 2022.
  • 1,233 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.