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Isthmus Partners’s NextEra Energy NEE Stock Holding History

Isthmus Partners’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 		$533K Hold
6,074
– – 0.05% 149
2026
Q1 		$564K Sell
6,074
-516
-8% -$45.9K 0.06% 141
2025
Q4 		$529K Hold
6,590
– – 0.06% 138
2025
Q3 		$497K Buy
6,590
+120
+2% +$8.77K 0.11% 76
2025
Q2 		$449K Sell
6,470
-200
-3% -$13.9K 0.05% 146
2025
Q1 		$473K Sell
6,670
-100
-1% -$7.06K 0.06% 143
2024
Q4 		$485K Sell
6,770
-75
-1% -$5.83K 0.06% 146
2024
Q3 		$579K Hold
6,845
– – 0.07% 127
2024
Q2 		$485K Sell
6,845
-75
-1% -$5.32K 0.06% 135
2024
Q1 		$442K Sell
6,920
-500
-7% -$29.3K 0.05% 147
2023
Q4 		$451K Hold
7,420
– – 0.06% 141
2023
Q3 		$425K Sell
7,420
-32
-0.4% -$2.21K 0.06% 141
2023
Q2 		$553K Buy
7,452
+32
+0.4% +$2.42K 0.08% 128
2023
Q1 		$572K Sell
7,420
-667
-8% -$51.3K 0.08% 125
2022
Q4 		$676K Hold
8,087
– – 0.1% 121
2022
Q3 		$634K Hold
8,087
– – 0.11% 117
2022
Q2 		$626K Hold
8,087
– – 0.12% 119
2022
Q1 		$685K Sell
8,087
-100
-1% -$8.01K 0.11% 120
2021
Q4 		$764K Sell
8,187
-5,909
-42% -$511K 0.13% 119
2021
Q3 		$1.11M Hold
14,096
– – 0.2% 103
2021
Q2 		$1.03M Hold
14,096
– – 0.18% 107
2021
Q1 		$1.07M Sell
14,096
-900
-6% -$70.2K 0.2% 104
2020
Q4 		$1.16M Hold
14,996
– – 0.23% 97
2020
Q3 		$1.04M Hold
14,996
– – 0.24% 82
2020
Q2 		$900K Sell
14,996
-200
-1% -$12K 0.22% 91
2020
Q1 		$914K Sell
15,196
-400
-3% -$25.1K 0.28% 67
2019
Q4 		$944K Sell
15,596
-1,380
-8% -$80.6K 0.21% 96
2019
Q3 		$989K Hold
16,976
– – 0.23% 92
2019
Q2 		$869K Hold
16,976
– – 0.21% 98
2019
Q1 		$820K Sell
16,976
-860
-5% -$39.3K 0.2% 98
2018
Q4 		$775K Buy
17,836
+2,000
+13% +$87.5K 0.23% 95
2018
Q3 		$664K Buy
15,836
+1,640
+12% +$69.8K 0.17% 101
2018
Q2 		$593K Hold
14,196
– – 0.15% 104
2018
Q1 		$580K Hold
14,196
– – 0.16% 103
2017
Q4 		$554K Sell
14,196
-200
-1% -$7.72K 0.15% 105
2017
Q3 		$527K Hold
14,396
– – 0.15% 102
2017
Q2 		$504K Hold
14,396
– – 0.15% 105
2017
Q1 		$462K Sell
14,396
-2,000
-12% -$62.9K 0.14% 104
2016
Q4 		$490K Hold
16,396
– – 0.15% 104
2016
Q3 		$504K Sell
16,396
-400
-2% -$12.6K 0.16% 103
2016
Q2 		$548K Sell
16,796
-4,400
-21% -$132K 0.18% 93
2016
Q1 		$627K Hold
21,196
– – 0.21% 85
2015
Q4 		$551K Hold
21,196
– – 0.19% 95
2015
Q3 		$517K Hold
21,196
– – 0.19% 85
2015
Q2 		$519K Hold
21,196
– – 0.17% 96
2015
Q1 		$551K Hold
21,196
– – 0.19% 85
2014
Q4 		$563K Buy
+21,196
New +$535K 0.19% 80

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
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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Isthmus Partners's NEE Position: Q2 2026 in Review

Isthmus Partners held its NextEra Energy (NEE) position steady in Q2 2026 at 6,074 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #149.

Isthmus Partners first reported a position in NEE in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.16M in Q4 2020. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Isthmus Partners held 6,074 shares of NextEra Energy worth $533K as of Q2 2026.
  • Isthmus Partners left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.05% of Isthmus Partners's portfolio in Q2 2026, its #149 holding.
  • Isthmus Partners first reported a position in NextEra Energy in Q4 2014 and has held it in 47 quarters since.
  • Isthmus Partners's NextEra Energy position peaked at $1.16M in Q4 2020.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.