Investment House LLC’s NextEra Energy NEE Stock Holding History

Investment House LLC’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	$1.75M	Sell	19,900 -450	-2%	-$40.7K	0.08%	130
2026 Q1	$1.89M	Hold	20,350	–	–	0.1%	121
2025 Q4	$1.63M	Sell	20,350 -400	-2%	-$33.1K	0.08%	122
2025 Q3	$1.57M	Sell	20,750 -600	-3%	-$43.8K	0.07%	127
2025 Q2	$1.48M	Hold	21,350	–	–	0.07%	126
2025 Q1	$1.51M	Hold	21,350	–	–	0.09%	130
2024 Q4	$1.53M	Hold	21,350	–	–	0.08%	122
2024 Q3	$1.8M	Hold	21,350	–	–	0.1%	116
2024 Q2	$1.51M	Hold	21,350	–	–	0.09%	114
2024 Q1	$1.36M	Buy	21,350 +100	+0.5%	+$5.86K	0.08%	118
2023 Q4	$1.29M	Buy	21,250 +1,325	+7%	+$75.5K	0.09%	110
2023 Q3	$1.14M	Buy	19,925 +75	+0.4%	+$5.19K	0.09%	114
2023 Q2	$1.47M	Buy	19,850 +250	+1%	+$18.9K	0.11%	99
2023 Q1	$1.51M	Hold	19,600	–	–	0.12%	94
2022 Q4	$1.64M	Hold	19,600	–	–	0.15%	79
2022 Q3	$1.54M	Hold	19,600	–	–	0.14%	86
2022 Q2	$1.52M	Hold	19,600	–	–	0.13%	86
2022 Q1	$1.66M	Hold	19,600	–	–	0.12%	90
2021 Q4	$1.83M	Hold	19,600	–	–	0.12%	91
2021 Q3	$1.54M	Hold	19,600	–	–	0.11%	92
2021 Q2	$1.44M	Hold	19,600	–	–	0.1%	107
2021 Q1	$1.48M	Sell	19,600 -400	-2%	-$31.2K	0.11%	95
2020 Q4	$1.54M	Hold	20,000	–	–	0.11%	105
2020 Q3	$1.39M	Hold	20,000	–	–	0.11%	106
2020 Q2	$1.2M	Hold	20,000	–	–	0.11%	104
2020 Q1	$1.2M	Sell	20,000 -6,400	-24%	-$402K	0.14%	94
2019 Q4	$1.6M	Hold	26,400	–	–	0.15%	99
2019 Q3	$1.54M	Hold	26,400	–	–	0.16%	96
2019 Q2	$1.35M	Hold	26,400	–	–	0.14%	97
2019 Q1	$1.28M	Hold	26,400	–	–	0.14%	102
2018 Q4	$1.15M	Hold	26,400	–	–	0.14%	98
2018 Q3	$1.11M	Hold	26,400	–	–	0.12%	106
2018 Q2	$1.1M	Buy	26,400 +400	+2%	+$16.2K	0.13%	102
2018 Q1	$1.06M	Hold	26,000	–	–	0.13%	110
2017 Q4	$1.01M	Hold	26,000	–	–	0.12%	108
2017 Q3	$953K	Hold	26,000	–	–	0.12%	110
2017 Q2	$911K	Hold	26,000	–	–	0.12%	118
2017 Q1	$834K	Hold	26,000	–	–	0.12%	116
2016 Q4	$776K	Sell	26,000 -1,200	-4%	-$35.9K	0.12%	115
2016 Q3	$832K	Sell	27,200 -1,204	-4%	-$37.9K	0.13%	115
2016 Q2	$926K	Buy	28,404 +404	+1%	+$12.1K	0.15%	100
2016 Q1	$828K	Sell	28,000 -1,800	-6%	-$50.5K	0.13%	109
2015 Q4	$774K	Hold	29,800	–	–	0.13%	105
2015 Q3	$727K	Hold	29,800	–	–	0.13%	108
2015 Q2	$730K	Hold	29,800	–	–	0.12%	113
2015 Q1	$775K	Hold	29,800	–	–	0.13%	108
2014 Q4	$792K	Hold	29,800	–	–	0.13%	108
2014 Q3	$699K	Hold	29,800	–	–	0.12%	114
2014 Q2	$763K	Hold	29,800	–	–	0.13%	108
2014 Q1	$712K	Sell	29,800 -900	-3%	-$20.4K	0.13%	111
2013 Q4	$657K	Sell	30,700 -4,000	-12%	-$84.3K	0.12%	112
2013 Q3	$695K	Hold	34,700	–	–	0.14%	99
2013 Q2	$707K	Buy	+34,700	New	+$688K	0.15%	95

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Investment House LLC's NEE Position: Q2 2026 in Review

Investment House LLC reduced its NextEra Energy (NEE) stake by 2.2% in Q2 2026, selling an estimated $40.7K and leaving 19,900 shares worth $1.75M. The position accounts for 0.08% of the portfolio, ranked #130.

Investment House LLC first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.89M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Investment House LLC held 19,900 shares of NextEra Energy worth $1.75M as of Q2 2026.
Investment House LLC sold 450 NextEra Energy shares in Q2 2026, an estimated $40.7K.
NextEra Energy made up 0.08% of Investment House LLC's portfolio in Q2 2026, its #130 holding.
Investment House LLC first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
Investment House LLC's NextEra Energy position peaked at $1.89M in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.