Griffith & Werner’s NextEra Energy NEE Stock Holding History

Griffith & Werner’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	$417K	Buy	4,746 +90	+2%	+$8.14K	0.2%	52
2026 Q1	$432K	Sell	4,656 -328	-7%	-$29.2K	0.21%	49
2025 Q4	$400K	Sell	4,984 -156	-3%	-$12.9K	0.2%	48
2025 Q3	$436K	Buy	+5,140	New	+$376K	0.23%	45
2025 Q1	$375K	Sell	5,296 -156	-3%	-$11K	0.23%	48
2024 Q4	$391K	Buy	+5,452	New	+$424K	0.26%	47

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Griffith & Werner's NEE Position: Q2 2026 in Review

Griffith & Werner increased its NextEra Energy (NEE) stake by 1.9% in Q2 2026, buying an estimated $8.14K and bringing the position to 4,746 shares worth $417K. The position accounts for 0.2% of the portfolio, ranked #52.

Griffith & Werner first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $436K in Q3 2025. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Griffith & Werner held 4,746 shares of NextEra Energy worth $417K as of Q2 2026.
Griffith & Werner bought 90 NextEra Energy shares in Q2 2026, an estimated $8.14K.
NextEra Energy made up 0.2% of Griffith & Werner's portfolio in Q2 2026, its #52 holding.
Griffith & Werner first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
Griffith & Werner's NextEra Energy position peaked at $436K in Q3 2025.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.