L.J. Altfest & Co’s NextEra Energy NEE Stock Holding History

L.J. Altfest & Co’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	–	Sell	-11,246	Closed	-$1.04M	–	339
2026 Q1	$1.04M	Buy	+11,246	New	+$1,000K	0.11%	137
2025 Q1	–	Sell	-12,385	Closed	-$888K	–	352
2024 Q4	$888K	Sell	12,385 -935	-7%	-$72.6K	0.11%	125
2024 Q3	$1.13M	Buy	+13,320	New	+$1.04M	0.15%	114
2016 Q3	–	Sell	-7,064	Closed	-$230K	–	125
2016 Q2	$230K	Hold	7,064	–	–	0.16%	110
2016 Q1	$209K	Buy	+7,064	New	+$198K	0.22%	80
2015 Q4	–	Sell	-4,724	Closed	-$115K	–	111
2015 Q3	$115K	Buy	+4,724	New	+$120K	0.11%	107

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

L.J. Altfest & Co's NEE Position: Q2 2026 in Review

L.J. Altfest & Co sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 11,246 shares — an estimated $1.04M sold.

L.J. Altfest & Co first reported a position in NEE in Q3 2015 and held it in 6 quarters. The position peaked at $1.13M in Q3 2024. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

L.J. Altfest & Co reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
L.J. Altfest & Co sold 11,246 NextEra Energy shares in Q2 2026, an estimated $1.04M.
L.J. Altfest & Co first reported a position in NextEra Energy in Q3 2015 and held it in 6 quarters.
L.J. Altfest & Co's NextEra Energy position peaked at $1.13M in Q3 2024.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.