JWM
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JGP Wealth Management’s NextEra Energy NEE Stock Holding History

JGP Wealth 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 		$12.6M Buy
143,678
+541
+0.4% +$48.9K 1.13% 22
2026
Q1 		$13.3M Sell
143,137
-25,648
-15% -$2.28M 1.38% 17
2025
Q4 		$13.6M Sell
168,785
-3,505
-2% -$290K 1.41% 17
2025
Q3 		$13.5M Buy
172,290
+1,401
+0.8% +$102K 1.49% 14
2025
Q2 		$11.9M Buy
170,889
+30
+0% +$2.08K 1.44% 18
2025
Q1 		$12.1M Sell
170,859
-7,080
-4% -$500K 1.59% 16
2024
Q4 		$12.8M Buy
177,939
+2,343
+1% +$182K 1.65% 19
2024
Q3 		$14.8M Sell
175,596
-853
-0.5% -$66.6K 1.91% 14
2024
Q2 		$12.5M Sell
176,449
-1,204
-0.7% -$85.4K 1.78% 17
2024
Q1 		$11.4M Sell
177,653
-50,964
-22% -$2.99M 1.65% 22
2023
Q4 		$13.9M Buy
228,617
+80,185
+54% +$4.57M 2.06% 16
2023
Q3 		$8.5M Sell
148,432
-32,433
-18% -$2.25M 1.43% 29
2023
Q2 		$13.4M Buy
180,865
+5,612
+3% +$425K 2.19% 13
2023
Q1 		$13.5M Buy
175,253
+3,348
+2% +$257K 2.37% 7
2022
Q4 		$14.4M Buy
171,905
+4,343
+3% +$351K 2.64% 6
2022
Q3 		$12.9M Buy
167,562
+3,440
+2% +$292K 2.7% 6
2022
Q2 		$13.1M Buy
164,122
+6,347
+4% +$483K 2.64% 6
2022
Q1 		$13.6M Buy
157,775
+8,943
+6% +$717K 2.51% 6
2021
Q4 		$13.4M Buy
148,832
+7,950
+6% +$687K 2.49% 9
2021
Q3 		$11.1M Buy
140,882
+2,762
+2% +$223K 2.39% 9
2021
Q2 		$10.1M Buy
138,120
+26,519
+24% +$1.99M 2.18% 12
2021
Q1 		$8.44M Buy
111,601
+871
+0.8% +$68K 1.89% 13
2020
Q4 		$9.19M Buy
110,730
+1,638
+2% +$123K 2.13% 9
2020
Q3 		$8.1M Buy
109,092
+772
+0.7% +$53.3K 2.15% 9
2020
Q2 		$6.86M Buy
108,320
+1,892
+2% +$113K 2.02% 10
2020
Q1 		$6.21M Sell
106,428
-6,540
-6% -$411K 2.2% 9
2019
Q4 		$6.82M Buy
112,968
+5,876
+5% +$343K 2.02% 10
2019
Q3 		$6.13M Buy
107,092
+588
+0.6% +$31.8K 2.13% 8
2019
Q2 		$5.46M Buy
106,504
+772
+0.7% +$38K 1.93% 9
2019
Q1 		$5.11M Sell
105,732
-3,568
-3% -$163K 1.94% 10
2018
Q4 		$4.75M Buy
109,300
+1,616
+2% +$70.7K 1.96% 11
2018
Q3 		$4.54M Sell
107,684
-1,032
-0.9% -$43.9K 1.82% 13
2018
Q2 		$4.54M Buy
+108,716
New +$4.39M 1.89% 7

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

JGP Wealth Management's NEE Position: Q2 2026 in Review

JGP Wealth Management increased its NextEra Energy (NEE) stake by 0.38% in Q2 2026, buying an estimated $48.9K and bringing the position to 143,678 shares worth $12.6M. The position accounts for 1.13% of the portfolio, ranked #22.

JGP Wealth Management first reported a position in NEE in Q2 2018 and has held it in 33 quarters since. The position peaked at $14.8M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • JGP Wealth Management held 143,678 shares of NextEra Energy worth $12.6M as of Q2 2026.
  • JGP Wealth Management bought 541 NextEra Energy shares in Q2 2026, an estimated $48.9K.
  • NextEra Energy made up 1.13% of JGP Wealth Management's portfolio in Q2 2026, its #22 holding.
  • JGP Wealth Management first reported a position in NextEra Energy in Q2 2018 and has held it in 33 quarters since.
  • JGP Wealth Management's NextEra Energy position peaked at $14.8M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.