Leisure Capital Management’s NextEra Energy NEE Stock Holding History

Leisure Capital 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	$240K	Hold	2,731	–	–	0.07%	145
2026 Q1	$254K	Hold	2,731	–	–	0.09%	130
2025 Q4	$219K	Hold	2,731	–	–	0.07%	139
2025 Q3	$206K	Buy	+2,731	New	+$200K	0.07%	139
2024 Q4	–	Sell	-3,593	Closed	-$304K	–	153
2024 Q3	$304K	Hold	3,593	–	–	0.13%	119
2024 Q2	$254K	Buy	3,593 +43	+1%	+$3.05K	0.12%	123
2024 Q1	$227K	Buy	3,550 +206	+6%	+$12.1K	0.11%	120
2023 Q4	$203K	Buy	+3,344	New	+$191K	0.11%	123
2023 Q3	–	Sell	-3,422	Closed	-$254K	–	134
2023 Q2	$254K	Sell	3,422 -70	-2%	-$5.3K	0.14%	114
2023 Q1	$269K	Sell	3,492 -63	-2%	-$4.84K	0.15%	115
2022 Q4	$297K	Buy	3,555 +113	+3%	+$9.13K	0.15%	124
2022 Q3	$270K	Buy	3,442 +147	+4%	+$12.5K	0.16%	109
2022 Q2	$255K	Hold	3,295	–	–	0.13%	112
2022 Q1	$279K	Buy	3,295 +63	+2%	+$5.05K	0.14%	114
2021 Q4	$302K	Sell	3,232 -37	-1%	-$3.2K	0.14%	127
2021 Q3	$257K	Buy	3,269 +37	+1%	+$2.98K	0.14%	127
2021 Q2	$237K	Buy	+3,232	New	+$243K	0.13%	131

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 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

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

Leisure Capital Management's NEE Position: Q2 2026 in Review

Leisure Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 2,731 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #145.

Leisure Capital Management first reported a position in NEE in Q2 2021 and has held it in 17 quarters since. The position peaked at $304K in Q3 2024. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Leisure Capital Management held 2,731 shares of NextEra Energy worth $240K as of Q2 2026.
Leisure Capital Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.07% of Leisure Capital Management's portfolio in Q2 2026, its #145 holding.
Leisure Capital Management first reported a position in NextEra Energy in Q2 2021 and has held it in 17 quarters since.
Leisure Capital Management's NextEra Energy position peaked at $304K in Q3 2024.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Leisure Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.