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Goelzer Investment Management’s NextEra Energy NEE Stock Holding History

Goelzer Investment 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 		$1.55M Sell
17,610
-2,788
-14% -$252K 0.07% 149
2026
Q1 		$1.89M Sell
20,398
-271
-1% -$24.1K 0.09% 135
2025
Q4 		$1.66M Sell
20,669
-26,820
-56% -$2.22M 0.08% 135
2025
Q3 		$3.58M Sell
47,489
-497
-1% -$36.3K 0.19% 108
2025
Q2 		$3.33M Sell
47,986
-534
-1% -$37.1K 0.18% 111
2025
Q1 		$3.44M Buy
48,520
+2,302
+5% +$162K 0.2% 104
2024
Q4 		$3.31M Buy
46,218
+23
+0% +$1.79K 0.19% 111
2024
Q3 		$3.9M Sell
46,195
-81
-0.2% -$6.32K 0.21% 105
2024
Q2 		$3.28M Buy
46,276
+181
+0.4% +$12.8K 0.18% 109
2024
Q1 		$2.95M Sell
46,095
-1,046
-2% -$61.3K 0.17% 114
2023
Q4 		$2.86M Buy
47,141
+41,125
+684% +$2.34M 0.18% 113
2023
Q3 		$345K Buy
6,016
+268
+5% +$18.6K 0.02% 193
2023
Q2 		$427K Sell
5,748
-280
-5% -$21.2K 0.04% 186
2023
Q1 		$465K Sell
6,028
-23
-0.4% -$1.77K 0.04% 187
2022
Q4 		$506K Buy
6,051
+358
+6% +$28.9K 0.04% 182
2022
Q3 		$446K Buy
5,693
+1,705
+43% +$145K 0.04% 183
2022
Q2 		$309K Buy
3,988
+772
+24% +$58.8K 0.03% 198
2022
Q1 		$272K Buy
+3,216
New +$258K 0.02% 201
2020
Q4 		– Sell
-4,300
Closed -$298K – 234
2020
Q3 		$298K Hold
4,300
– – 0.03% 219
2020
Q2 		$258K Hold
4,300
– – 0.02% 218
2020
Q1 		$259K Hold
4,300
– – 0.03% 219
2019
Q4 		$260K Hold
4,300
– – 0.02% 232
2019
Q3 		$250K Sell
4,300
-36
-0.8% -$1.95K 0.02% 236
2019
Q2 		$222K Hold
4,336
– – 0.02% 247
2019
Q1 		$210K Buy
+4,336
New +$198K 0.02% 261

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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

Goelzer Investment Management's NEE Position: Q2 2026 in Review

Goelzer Investment Management reduced its NextEra Energy (NEE) stake by 14% in Q2 2026, selling an estimated $252K and leaving 17,610 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #149.

Goelzer Investment Management first reported a position in NEE in Q1 2019 and has held it in 25 quarters since. The position peaked at $3.9M in Q3 2024. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Goelzer Investment Management held 17,610 shares of NextEra Energy worth $1.55M as of Q2 2026.
  • Goelzer Investment Management sold 2,788 NextEra Energy shares in Q2 2026, an estimated $252K.
  • NextEra Energy made up 0.07% of Goelzer Investment Management's portfolio in Q2 2026, its #149 holding.
  • Goelzer Investment Management first reported a position in NextEra Energy in Q1 2019 and has held it in 25 quarters since.
  • Goelzer Investment Management's NextEra Energy position peaked at $3.9M in Q3 2024.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.