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Intergy Private Wealth’s NextEra Energy NEE Stock Holding History

Intergy Private Wealth’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 		$405K Buy
4,619
+471
+11% +$42.6K 0.09% 82
2026
Q1 		$385K Sell
4,148
-68
-2% -$6.04K 0.11% 78
2025
Q4 		$338K Buy
4,216
+646
+18% +$53.5K 0.1% 81
2025
Q3 		$270K Buy
3,570
+70
+2% +$5.12K 0.08% 90
2025
Q2 		$243K Buy
+3,500
New +$243K 0.08% 87
2024
Q4 		– Sell
-2,566
Closed -$217K – 95
2024
Q3 		$217K Buy
+2,566
New +$200K 0.08% 83

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Intergy Private Wealth's NEE Position: Q2 2026 in Review

Intergy Private Wealth increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $42.6K and bringing the position to 4,619 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #82.

Intergy Private Wealth first reported a position in NEE in Q3 2024 and has held it in 6 quarters since. 710 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Intergy Private Wealth held 4,619 shares of NextEra Energy worth $405K as of Q2 2026.
  • Intergy Private Wealth bought 471 NextEra Energy shares in Q2 2026, an estimated $42.6K.
  • NextEra Energy made up 0.09% of Intergy Private Wealth's portfolio in Q2 2026, its #82 holding.
  • Intergy Private Wealth first reported a position in NextEra Energy in Q3 2024 and has held it in 6 quarters since.
  • 710 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.