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Lantz Financial’s NextEra Energy NEE Stock Holding History

Lantz Financial’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 		$1.29M Sell
14,724
-325
-2% -$29.4K 0.24% 103
2026
Q1 		$1.4M Buy
15,049
+846
+6% +$75.2K 0.29% 93
2025
Q4 		$1.14M Buy
14,203
+230
+2% +$19.1K 0.24% 106
2025
Q3 		$1.05M Buy
13,973
+295
+2% +$21.6K 0.23% 111
2025
Q2 		$950K Sell
13,678
-4
-0% -$278 0.24% 102
2025
Q1 		$970K Buy
13,682
+126
+0.9% +$8.89K 0.27% 96
2024
Q4 		$972K Sell
13,556
-41
-0.3% -$3.19K 0.26% 91
2024
Q3 		$1.15M Buy
13,597
+550
+4% +$42.9K 0.31% 85
2024
Q2 		$924K Buy
13,047
+1,795
+16% +$127K 0.29% 90
2024
Q1 		$719K Buy
11,252
+1,137
+11% +$66.6K 0.23% 99
2023
Q4 		$614K Buy
10,115
+1,063
+12% +$60.6K 0.22% 96
2023
Q3 		$519K Buy
9,052
+425
+5% +$29.4K 0.21% 104
2023
Q2 		$640K Buy
8,627
+569
+7% +$43.1K 0.25% 93
2023
Q1 		$621K Hold
8,058
– – 0.26% 91
2022
Q4 		$674K Buy
8,058
+1,135
+16% +$91.7K 0.31% 83
2022
Q3 		$543K Sell
6,923
-95
-1% -$8.06K 0.28% 85
2022
Q2 		$544K Hold
7,018
– – 0.25% 93
2022
Q1 		$594K Hold
7,018
– – 0.24% 94
2021
Q4 		$655K Buy
7,018
+29
+0.4% +$2.51K 0.3% 84
2021
Q3 		$549K Sell
6,989
-85
-1% -$6.86K 0.28% 85
2021
Q2 		$518K Buy
7,074
+144
+2% +$10.8K 0.27% 90
2021
Q1 		$524K Buy
6,930
+20
+0.3% +$1.56K 0.3% 76
2020
Q4 		$533K Buy
6,910
+338
+5% +$25.3K 0.33% 72
2020
Q3 		$456K Buy
6,572
+624
+10% +$43.1K 0.31% 75
2020
Q2 		$357K Buy
5,948
+4
+0.1% +$239 0.26% 82
2020
Q1 		$358K Sell
5,944
-640
-10% -$40.2K 0.28% 80
2019
Q4 		$399K Hold
6,584
– – 0.24% 92
2019
Q3 		$377K Buy
6,584
+40
+0.6% +$2.17K 0.25% 94
2019
Q2 		$340K Hold
6,544
– – 0.23% 95
2019
Q1 		$316K Buy
+6,544
New +$299K 0.23% 89

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lantz Financial's NEE Position: Q2 2026 in Review

Lantz Financial reduced its NextEra Energy (NEE) stake by 2.2% in Q2 2026, selling an estimated $29.4K and leaving 14,724 shares worth $1.29M. The position accounts for 0.24% of the portfolio, ranked #103.

Lantz Financial first reported a position in NEE in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.4M in Q1 2026. 715 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Lantz Financial held 14,724 shares of NextEra Energy worth $1.29M as of Q2 2026.
  • Lantz Financial sold 325 NextEra Energy shares in Q2 2026, an estimated $29.4K.
  • NextEra Energy made up 0.24% of Lantz Financial's portfolio in Q2 2026, its #103 holding.
  • Lantz Financial first reported a position in NextEra Energy in Q1 2019 and has held it in 30 quarters since.
  • Lantz Financial's NextEra Energy position peaked at $1.4M in Q1 2026.
  • 715 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.