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InTrack Investment Management’s NextEra Energy NEE Stock Holding History

InTrack 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 		$1.86M Buy
21,144
+579
+3% +$52.4K 0.92% 35
2026
Q1 		$1.91M Buy
20,565
+468
+2% +$41.6K 1.09% 35
2025
Q4 		$1.61M Buy
20,097
+473
+2% +$39.2K 0.9% 40
2025
Q3 		$1.48M Buy
19,624
+1,396
+8% +$102K 0.88% 41
2025
Q2 		$1.27M Buy
18,228
+3,753
+26% +$261K 0.85% 43
2025
Q1 		$1.03M Sell
14,475
-1,203
-8% -$84.9K 0.93% 37
2024
Q4 		$1.07M Buy
15,678
+7,668
+96% +$596K 0.74% 47
2024
Q3 		$677K Buy
8,010
+145
+2% +$11.3K 0.48% 60
2024
Q2 		$557K Buy
7,865
+587
+8% +$41.6K 0.4% 73
2024
Q1 		$465K Buy
+7,278
New +$426K 0.35% 90
2023
Q3 		– Sell
-10,895
Closed -$808K – 139
2023
Q2 		$808K Buy
10,895
+5,131
+89% +$388K 0.66% 53
2023
Q1 		$445K Buy
+5,764
New +$443K 0.41% 80
2022
Q2 		– Sell
-5,816
Closed -$493K – 117
2022
Q1 		$493K Sell
5,816
-1,706
-23% -$137K 0.4% 79
2021
Q4 		$702K Sell
7,522
-646
-8% -$55.8K 0.48% 80
2021
Q3 		$699K Sell
8,168
-502
-6% -$40.5K 0.51% 72
2021
Q2 		$651K Buy
8,670
+220
+3% +$16.5K 0.51% 69
2021
Q1 		$639K Buy
8,450
+1,750
+26% +$137K 0.59% 57
2020
Q4 		$517K Buy
+6,700
New +$501K 0.52% 59

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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

InTrack Investment Management's NEE Position: Q2 2026 in Review

InTrack Investment Management increased its NextEra Energy (NEE) stake by 2.8% in Q2 2026, buying an estimated $52.4K and bringing the position to 21,144 shares worth $1.86M. The position accounts for 0.92% of the portfolio, ranked #35.

InTrack Investment Management first reported a position in NEE in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.91M in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • InTrack Investment Management held 21,144 shares of NextEra Energy worth $1.86M as of Q2 2026.
  • InTrack Investment Management bought 579 NextEra Energy shares in Q2 2026, an estimated $52.4K.
  • NextEra Energy made up 0.92% of InTrack Investment Management's portfolio in Q2 2026, its #35 holding.
  • InTrack Investment Management first reported a position in NextEra Energy in Q4 2020 and has held it in 18 quarters since.
  • InTrack Investment Management's NextEra Energy position peaked at $1.91M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on InTrack Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.