Johnson & White Wealth Management’s NextEra Energy NEE Stock Holding History

Johnson & White 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	$900K	Sell	10,258 -154	-1%	-$13.9K	0.34%	60
2026 Q1	$967K	Buy	10,412 +76	+0.7%	+$6.76K	0.41%	51
2025 Q4	$830K	Buy	10,336 +144	+1%	+$11.9K	0.36%	58
2025 Q3	$769K	Buy	10,192 +52	+0.5%	+$3.8K	0.35%	59
2025 Q2	$704K	Buy	10,140 +389	+4%	+$27K	0.35%	58
2025 Q1	$691K	Buy	9,751 +203	+2%	+$14.3K	0.39%	55
2024 Q4	$684K	Buy	9,548 +541	+6%	+$42K	0.41%	51
2024 Q3	$761K	Buy	9,007 +685	+8%	+$53.5K	0.66%	30
2024 Q2	$589K	Buy	+8,322	New	+$590K	0.56%	32
2023 Q1	–	Sell	-3,770	Closed	-$681K	–	108
2022 Q4	$681K	Buy	+3,770	New	+$305K	0.69%	36

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

Johnson & White Wealth Management's NEE Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its NextEra Energy (NEE) stake by 1.5% in Q2 2026, selling an estimated $13.9K and leaving 10,258 shares worth $900K. The position accounts for 0.34% of the portfolio, ranked #60.

Johnson & White Wealth Management first reported a position in NEE in Q4 2022 and has held it in 10 quarters since. The position peaked at $967K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Johnson & White Wealth Management held 10,258 shares of NextEra Energy worth $900K as of Q2 2026.
Johnson & White Wealth Management sold 154 NextEra Energy shares in Q2 2026, an estimated $13.9K.
NextEra Energy made up 0.34% of Johnson & White Wealth Management's portfolio in Q2 2026, its #60 holding.
Johnson & White Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 10 quarters since.
Johnson & White Wealth Management's NextEra Energy position peaked at $967K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.