IF
NEE icon

Intrua Financial’s NextEra Energy NEE Stock Holding History

Intrua Financial’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 		$849K Buy
9,668
+62
+0.6% +$5.61K 0.08% 189
2026
Q1 		$892K Sell
9,606
-272
-3% -$24.2K 0.09% 169
2025
Q4 		$793K Sell
9,878
-68
-0.7% -$5.63K 0.08% 183
2025
Q3 		$751K Buy
9,946
+266
+3% +$19.4K 0.08% 187
2025
Q2 		$672K Buy
9,680
+369
+4% +$25.6K 0.09% 166
2025
Q1 		$660K Buy
9,311
+279
+3% +$19.7K 0.1% 155
2024
Q4 		$648K Sell
9,032
-6,536
-42% -$508K 0.1% 157
2024
Q3 		$1.32M Buy
15,568
+4,330
+39% +$338K 0.2% 94
2024
Q2 		$796K Sell
11,238
-6,183
-35% -$439K 0.12% 153
2024
Q1 		$1.11M Buy
17,421
+261
+2% +$15.3K 0.16% 125
2023
Q4 		$1.04M Buy
17,160
+5,089
+42% +$290K 0.15% 135
2023
Q3 		$692K Buy
12,071
+3,729
+45% +$258K 0.12% 153
2023
Q2 		$619K Buy
8,342
+2,408
+41% +$182K 0.1% 168
2023
Q1 		$463K Buy
5,934
+95
+2% +$7.31K 0.1% 194
2022
Q4 		$482K Buy
5,839
+1,809
+45% +$146K 0.11% 190
2022
Q3 		$316K Sell
4,030
-3,546
-47% -$301K 0.08% 219
2022
Q2 		$587K Sell
7,576
-689
-8% -$52.5K 0.12% 177
2022
Q1 		$700K Buy
8,265
+1,332
+19% +$107K 0.13% 169
2021
Q4 		$647K Sell
6,933
-1,053
-13% -$91K 0.11% 180
2021
Q3 		$679K Buy
7,986
+2,647
+50% +$213K 0.13% 173
2021
Q2 		$440K Buy
5,339
+214
+4% +$16.1K 0.11% 177
2021
Q1 		$396K Buy
5,125
+313
+7% +$24.4K 0.1% 190
2020
Q4 		$371K Sell
4,812
-14,504
-75% -$1.08M 0.17% 128
2020
Q3 		$373K Sell
19,316
-1,120
-5% -$77.3K 0.18% 120
2020
Q2 		$1.45M Buy
+20,436
New +$1.22M 0.56% 39

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Intrua Financial's NEE Position: Q2 2026 in Review

Intrua Financial increased its NextEra Energy (NEE) stake by 0.65% in Q2 2026, buying an estimated $5.61K and bringing the position to 9,668 shares worth $849K. The position accounts for 0.08% of the portfolio, ranked #189.

Intrua Financial first reported a position in NEE in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.45M in Q2 2020. 1,083 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Intrua Financial held 9,668 shares of NextEra Energy worth $849K as of Q2 2026.
  • Intrua Financial bought 62 NextEra Energy shares in Q2 2026, an estimated $5.61K.
  • NextEra Energy made up 0.08% of Intrua Financial's portfolio in Q2 2026, its #189 holding.
  • Intrua Financial first reported a position in NextEra Energy in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's NextEra Energy position peaked at $1.45M in Q2 2020.
  • 1,083 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.