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Ipswich Investment Management’s NextEra Energy NEE Stock Holding History

Ipswich 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 		$972K Sell
11,069
-290
-3% -$26.2K 0.21% 90
2026
Q1 		$1.06M Sell
11,359
-296
-3% -$26.3K 0.25% 81
2025
Q4 		$936K Buy
11,655
+147
+1% +$12.2K 0.22% 86
2025
Q3 		$869K Hold
11,508
– – 0.2% 88
2025
Q2 		$799K Sell
11,508
-440
-4% -$30.6K 0.19% 98
2025
Q1 		$847K Sell
11,948
-595
-5% -$42K 0.21% 96
2024
Q4 		$899K Sell
12,543
-3,012
-19% -$234K 0.22% 94
2024
Q3 		$1.31M Sell
15,555
-100
-0.6% -$7.8K 0.3% 73
2024
Q2 		$1.11M Sell
15,655
-100
-0.6% -$7.09K 0.26% 79
2024
Q1 		$1.01M Sell
15,755
-710
-4% -$41.6K 0.24% 87
2023
Q4 		$1M Sell
16,465
-13,642
-45% -$777K 0.25% 84
2023
Q3 		$1.72M Sell
30,107
-3,667
-11% -$254K 0.47% 57
2023
Q2 		$2.51M Sell
33,774
-2,380
-7% -$180K 0.66% 43
2023
Q1 		$2.79M Buy
36,154
+100
+0.3% +$7.69K 0.76% 41
2022
Q4 		$3.01M Buy
36,054
+55
+0.2% +$4.44K 0.86% 40
2022
Q3 		$2.82M Sell
35,999
-1,560
-4% -$132K 0.9% 38
2022
Q2 		$2.91M Sell
37,559
-165
-0.4% -$12.6K 0.84% 38
2022
Q1 		$3.2M Buy
37,724
+415
+1% +$33.3K 0.79% 42
2021
Q4 		$3.48M Buy
37,309
+621
+2% +$53.7K 0.81% 41
2021
Q3 		$2.88M Sell
36,688
-4,450
-11% -$359K 0.74% 47
2021
Q2 		$3.02M Sell
41,138
-1,642
-4% -$123K 0.77% 46
2021
Q1 		$3.23M Buy
42,780
+29,284
+217% +$2.29M 0.91% 37
2020
Q4 		$1.04M Sell
13,496
-300
-2% -$22.4K 0.31% 83
2020
Q3 		$957K Hold
13,796
– – 0.31% 75
2020
Q2 		$828K Sell
13,796
-800
-5% -$47.9K 0.29% 78
2020
Q1 		$878K Sell
14,596
-700
-5% -$44K 0.35% 71
2019
Q4 		$926K Sell
15,296
-100
-0.6% -$5.84K 0.27% 86
2019
Q3 		$897K Buy
15,396
+1,000
+7% +$54.1K 0.29% 83
2019
Q2 		$737K Buy
14,396
+880
+7% +$43.3K 0.24% 96
2019
Q1 		$653K Hold
13,516
– – 0.21% 100
2018
Q4 		$587K Buy
13,516
+196
+1% +$8.57K 0.22% 90
2018
Q3 		$558K Buy
+13,320
New +$567K 0.19% 103
2018
Q2 		– Sell
-8,300
Closed -$339K – 126
2018
Q1 		$339K Sell
8,300
-100
-1% -$3.86K 0.14% 114
2017
Q4 		$328K Hold
8,400
– – 0.14% 112
2017
Q3 		$308K Hold
8,400
– – 0.14% 111
2017
Q2 		$294K Buy
8,400
+600
+8% +$20.5K 0.14% 110
2017
Q1 		$250K Hold
7,800
– – 0.11% 115
2016
Q4 		$233K Hold
7,800
– – 0.11% 117
2016
Q3 		$239K Hold
7,800
– – 0.12% 117
2016
Q2 		$254K Hold
7,800
– – 0.13% 113
2016
Q1 		$232K Hold
7,800
– – 0.11% 112
2015
Q4 		$203K Buy
+7,800
New +$197K 0.09% 133
2014
Q3 		– Sell
-8,500
Closed -$218K – 142
2014
Q2 		$218K Buy
+8,500
New +$207K 0.08% 133
2014
Q1 		– Sell
-12,200
Closed -$262K – 143
2013
Q4 		$262K Sell
12,200
-800
-6% -$16.9K 0.11% 118
2013
Q3 		$260K Hold
13,000
– – 0.12% 115
2013
Q2 		$265K Buy
+13,000
New +$258K 0.11% 119

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

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

Ipswich Investment Management reduced its NextEra Energy (NEE) stake by 2.6% in Q2 2026, selling an estimated $26.2K and leaving 11,069 shares worth $972K. The position accounts for 0.21% of the portfolio, ranked #90.

Ipswich Investment Management first reported a position in NEE in Q2 2013 and has held it in 46 quarters since. The position peaked at $3.48M in Q4 2021. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Ipswich Investment Management held 11,069 shares of NextEra Energy worth $972K as of Q2 2026.
  • Ipswich Investment Management sold 290 NextEra Energy shares in Q2 2026, an estimated $26.2K.
  • NextEra Energy made up 0.21% of Ipswich Investment Management's portfolio in Q2 2026, its #90 holding.
  • Ipswich Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 46 quarters since.
  • Ipswich Investment Management's NextEra Energy position peaked at $3.48M in Q4 2021.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.