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Lederer & Associates Investment Counsel’s NextEra Energy NEE Stock Holding History

Lederer & Associates Investment Counsel’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 		$2.36M Sell
26,907
-370
-1% -$33.5K 1.55% 19
2026
Q1 		$2.53M Sell
27,277
-371
-1% -$33K 1.79% 16
2025
Q4 		$2.22M Buy
27,648
+2,297
+9% +$190K 1.49% 17
2025
Q3 		$1.91M Sell
25,351
-390
-2% -$28.5K 1.24% 24
2025
Q2 		$1.79M Sell
25,741
-572
-2% -$39.7K 1.18% 26
2025
Q1 		$1.86M Buy
26,313
+489
+2% +$34.5K 1.37% 23
2024
Q4 		$1.85M Sell
25,824
-1,028
-4% -$79.9K 1.29% 20
2024
Q3 		$2.27M Sell
26,852
-176
-0.7% -$13.7K 1.6% 14
2024
Q2 		$1.91M Sell
27,028
-3,408
-11% -$242K 1.38% 22
2024
Q1 		$1.95M Buy
30,436
+71
+0.2% +$4.16K 1.35% 23
2023
Q4 		$1.84M Sell
30,365
-1,194
-4% -$68K 1.37% 24
2023
Q3 		$1.81M Buy
31,559
+3,818
+14% +$264K 1.44% 21
2023
Q2 		$2.06M Sell
27,741
-584
-2% -$44.2K 1.55% 18
2023
Q1 		$2.18M Sell
28,325
-34
-0.1% -$2.62K 1.68% 16
2022
Q4 		$2.37M Sell
28,359
-1,078
-4% -$87.1K 1.94% 14
2022
Q3 		$2.31M Sell
29,437
-609
-2% -$51.7K 1.95% 11
2022
Q2 		$2.33M Sell
30,046
-4,182
-12% -$318K 1.79% 13
2022
Q1 		$2.9M Sell
34,228
-139
-0.4% -$11.1K 1.78% 13
2021
Q4 		$3.21M Buy
34,367
+172
+0.5% +$14.9K 1.86% 12
2021
Q3 		$2.69M Buy
34,195
+1,012
+3% +$81.6K 1.73% 16
2021
Q2 		$2.43M Sell
33,183
-144
-0.4% -$10.8K 1.62% 22
2021
Q1 		$2.52M Buy
33,327
+2,703
+9% +$211K 1.78% 18
2020
Q4 		$2.36M Buy
30,624
+4
+0% +$299 1.81% 18
2020
Q3 		$2.13M Buy
30,620
+464
+2% +$32K 1.77% 19
2020
Q2 		$1.81M Buy
+30,156
New +$1.8M 1.69% 22

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Lederer & Associates Investment Counsel's NEE Position: Q2 2026 in Review

Lederer & Associates Investment Counsel reduced its NextEra Energy (NEE) stake by 1.4% in Q2 2026, selling an estimated $33.5K and leaving 26,907 shares worth $2.36M. The position accounts for 1.55% of the portfolio, ranked #19.

Lederer & Associates Investment Counsel first reported a position in NEE in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.21M in Q4 2021. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Lederer & Associates Investment Counsel held 26,907 shares of NextEra Energy worth $2.36M as of Q2 2026.
  • Lederer & Associates Investment Counsel sold 370 NextEra Energy shares in Q2 2026, an estimated $33.5K.
  • NextEra Energy made up 1.55% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #19 holding.
  • Lederer & Associates Investment Counsel first reported a position in NextEra Energy in Q2 2020 and has held it in 25 quarters since.
  • Lederer & Associates Investment Counsel's NextEra Energy position peaked at $3.21M in Q4 2021.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.