Harvey Investment Company’s NextEra Energy NEE Stock Holding History

Harvey Investment Company’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	$301K	Hold	3,432	–	–	0.03%	89
2026 Q1	$319K	Hold	3,432	–	–	0.04%	87
2025 Q4	$276K	Hold	3,432	–	–	0.03%	93
2025 Q3	$259K	Hold	3,432	–	–	0.03%	97
2025 Q2	$238K	Hold	3,432	–	–	0.03%	97
2025 Q1	$243K	Hold	3,432	–	–	0.03%	98
2024 Q4	$246K	Hold	3,432	–	–	0.03%	96
2024 Q3	$290K	Hold	3,432	–	–	0.03%	89
2024 Q2	$243K	Hold	3,432	–	–	0.03%	90
2024 Q1	$219K	Hold	3,432	–	–	0.02%	93
2023 Q4	$208K	Buy	+3,432	New	+$196K	0.03%	91
2023 Q3	–	Sell	-3,432	Closed	-$255K	–	93
2023 Q2	$255K	Sell	3,432 -100	-3%	-$7.57K	0.03%	86
2023 Q1	$272K	Hold	3,532	–	–	0.03%	85
2022 Q4	$295K	Hold	3,532	–	–	0.04%	82
2022 Q3	$277K	Hold	3,532	–	–	0.04%	82
2022 Q2	$274K	Hold	3,532	–	–	0.04%	83
2022 Q1	$299K	Hold	3,532	–	–	0.04%	84
2021 Q4	$330K	Hold	3,532	–	–	0.04%	84
2021 Q3	$277K	Sell	3,532 -200	-5%	-$16.1K	0.04%	84
2021 Q2	$273K	Hold	3,732	–	–	0.04%	84
2021 Q1	$282K	Hold	3,732	–	–	0.04%	82
2020 Q4	$288K	Hold	3,732	–	–	0.04%	80
2020 Q3	$259K	Hold	3,732	–	–	0.04%	81
2020 Q2	$224K	Hold	3,732	–	–	0.04%	83
2020 Q1	$224K	Hold	3,732	–	–	0.04%	81
2019 Q4	$226K	Hold	3,732	–	–	0.03%	82
2019 Q3	$217K	Buy	+3,732	New	+$202K	0.04%	85
2019 Q2	–	Sell	-6,292	Closed	-$304K	–	87
2019 Q1	$304K	Sell	6,292 -640	-9%	-$29.3K	0.05%	71
2018 Q4	$301K	Buy	+6,932	New	+$303K	0.06%	71

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Harvey Investment Company's NEE Position: Q2 2026 in Review

Harvey Investment Company held its NextEra Energy (NEE) position steady in Q2 2026 at 3,432 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #89.

Harvey Investment Company first reported a position in NEE in Q4 2018 and has held it in 29 quarters since. The position peaked at $330K in Q4 2021. 1,011 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Harvey Investment Company held 3,432 shares of NextEra Energy worth $301K as of Q2 2026.
Harvey Investment Company left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.03% of Harvey Investment Company's portfolio in Q2 2026, its #89 holding.
Harvey Investment Company first reported a position in NextEra Energy in Q4 2018 and has held it in 29 quarters since.
Harvey Investment Company's NextEra Energy position peaked at $330K in Q4 2021.
1,011 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.