Harrell Investment Partners’s NextEra Energy NEE Stock Holding History

Harrell Investment Partners’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	$3.54M	Buy	40,309 +4,570	+13%	+$413K	0.77%	36
2026 Q1	$3.32M	Buy	35,739 +1,986	+6%	+$177K	0.79%	35
2025 Q4	$2.71M	Sell	33,753 -2,161	-6%	-$179K	0.64%	46
2025 Q3	$2.71M	Buy	35,914 +465	+1%	+$34K	0.64%	46
2025 Q2	$2.46M	Buy	35,449 +4,176	+13%	+$290K	0.62%	48
2025 Q1	$2.22M	Sell	31,273 -3,185	-9%	-$225K	0.66%	50
2024 Q4	$2.47M	Buy	34,458 +4,074	+13%	+$316K	0.69%	51
2024 Q3	$2.57M	Buy	30,384 +7,386	+32%	+$576K	0.73%	52
2024 Q2	$1.63M	Buy	+22,998	New	+$1.63M	0.47%	57

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 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

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

Harrell Investment Partners's NEE Position: Q2 2026 in Review

Harrell Investment Partners increased its NextEra Energy (NEE) stake by 13% in Q2 2026, buying an estimated $413K and bringing the position to 40,309 shares worth $3.54M. The position accounts for 0.77% of the portfolio, ranked #36.

Harrell Investment Partners first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Harrell Investment Partners held 40,309 shares of NextEra Energy worth $3.54M as of Q2 2026.
Harrell Investment Partners bought 4,570 NextEra Energy shares in Q2 2026, an estimated $413K.
NextEra Energy made up 0.77% of Harrell Investment Partners's portfolio in Q2 2026, its #36 holding.
Harrell Investment Partners first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.