Impact Capital Partners’s NextEra Energy NEE Stock Holding History

Impact Capital 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	$1.27M	Buy	14,505 +2	+0%	+$181	0.35%	76
2026 Q1	$1.35M	Buy	14,503 +60	+0.4%	+$5.33K	0.41%	59
2025 Q4	$1.16M	Buy	14,443 +652	+5%	+$54K	0.34%	64
2025 Q3	$1.04M	Sell	13,791 -302	-2%	-$22.1K	0.31%	67
2025 Q2	$978K	Buy	14,093 +520	+4%	+$36.1K	0.32%	71
2025 Q1	$962K	Sell	13,573 -17,483	-56%	-$1.23M	0.35%	70
2024 Q4	$2.23M	Buy	+31,056	New	+$2.41M	0.79%	32

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Impact Capital Partners's NEE Position: Q2 2026 in Review

Impact Capital Partners increased its NextEra Energy (NEE) stake by 0.01% in Q2 2026, buying an estimated $181 and bringing the position to 14,505 shares worth $1.27M. The position accounts for 0.35% of the portfolio, ranked #76.

Impact Capital Partners first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q4 2024. 760 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Impact Capital Partners held 14,505 shares of NextEra Energy worth $1.27M as of Q2 2026.
Impact Capital Partners bought 2 NextEra Energy shares in Q2 2026, an estimated $181.
NextEra Energy made up 0.35% of Impact Capital Partners's portfolio in Q2 2026, its #76 holding.
Impact Capital Partners first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Impact Capital Partners's NextEra Energy position peaked at $2.23M in Q4 2024.
760 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.