Harbour Trust & Investment Management’s NextEra Energy NEE Stock Holding History

Harbour Trust & 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	$13.1M	Buy	149,795 +3,197	+2%	+$289K	1.27%	27
2026 Q1	$13.6M	Buy	146,598 +3,413	+2%	+$303K	1.44%	25
2025 Q4	$11.5M	Buy	143,185 +8,818	+7%	+$730K	1.17%	25
2025 Q3	$10.1M	Buy	134,367 +4,147	+3%	+$303K	1.05%	29
2025 Q2	$9.04M	Buy	130,220 +10,502	+9%	+$729K	1%	31
2025 Q1	$8.49M	Buy	119,718 +3,626	+3%	+$256K	1.03%	30
2024 Q4	$8.32M	Buy	116,092 +3,105	+3%	+$241K	0.95%	32
2024 Q3	$9.55M	Buy	112,987 +2,256	+2%	+$176K	1.09%	28
2024 Q2	$7.84M	Buy	110,731 +8,965	+9%	+$636K	0.94%	31
2024 Q1	$6.5M	Buy	101,766 +26,080	+34%	+$1.53M	0.82%	37
2023 Q4	$4.6M	Buy	+75,686	New	+$4.31M	0.65%	53

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

Harbour Trust & Investment Management's NEE Position: Q2 2026 in Review

Harbour Trust & Investment Management increased its NextEra Energy (NEE) stake by 2.2% in Q2 2026, buying an estimated $289K and bringing the position to 149,795 shares worth $13.1M. The position accounts for 1.27% of the portfolio, ranked #27.

Harbour Trust & Investment Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q1 2026. 1,449 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Harbour Trust & Investment Management held 149,795 shares of NextEra Energy worth $13.1M as of Q2 2026.
Harbour Trust & Investment Management bought 3,197 NextEra Energy shares in Q2 2026, an estimated $289K.
NextEra Energy made up 1.27% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #27 holding.
Harbour Trust & Investment Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Harbour Trust & Investment Management's NextEra Energy position peaked at $13.6M in Q1 2026.
1,449 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.