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LifeSteps Financial’s NextEra Energy NEE Stock Holding History

LifeSteps 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 		$816K Sell
9,293
-218
-2% -$19.7K 0.38% 43
2026
Q1 		$883K Sell
9,511
-20
-0.2% -$1.78K 0.56% 37
2025
Q4 		$765K Hold
9,531
– – 0.49% 35
2025
Q3 		$719K Sell
9,531
-65
-0.7% -$4.75K 0.46% 37
2025
Q2 		$666K Buy
9,596
+180
+2% +$12.5K 0.46% 41
2025
Q1 		$668K Sell
9,416
-86
-0.9% -$6.07K 0.54% 34
2024
Q4 		$681K Hold
9,502
– – 0.52% 37
2024
Q3 		$803K Hold
9,502
– – 0.63% 30
2024
Q2 		$673K Sell
9,502
-75
-0.8% -$5.32K 0.56% 34
2024
Q1 		$612K Sell
9,577
-60
-0.6% -$3.52K 0.46% 41
2023
Q4 		$585K Hold
9,637
– – 0.52% 39
2023
Q3 		$552K Hold
9,637
– – 0.56% 39
2023
Q2 		$715K Sell
9,637
-60
-0.6% -$4.54K 0.71% 29
2023
Q1 		$747K Buy
9,697
+210
+2% +$16.1K 0.79% 28
2022
Q4 		$793K Sell
9,487
-78
-0.8% -$6.3K 0.83% 27
2022
Q3 		$750K Buy
9,565
+1
+0% +$85 0.85% 27
2022
Q2 		$741K Sell
9,564
-300
-3% -$22.8K 0.77% 27
2022
Q1 		$836K Hold
9,864
– – 0.62% 36
2021
Q4 		$921K Sell
9,864
-65
-0.7% -$5.62K 0.65% 32
2021
Q3 		$780K Hold
9,929
– – 0.6% 33
2021
Q2 		$728K Sell
9,929
-1,570
-14% -$118K 0.56% 35
2021
Q1 		$869K Hold
11,499
– – 0.73% 26
2020
Q4 		$887K Sell
11,499
-161
-1% -$12K 0.81% 25
2020
Q3 		$809K Sell
11,660
-240
-2% -$16.6K 0.85% 22
2020
Q2 		$714K Hold
11,900
– – 0.82% 23
2020
Q1 		$716K Buy
11,900
+4
+0% +$251 0.82% 29
2019
Q4 		$720K Buy
+11,896
New +$695K 0.68% 32

Other funds holding NEE

Sumitomo Mitsui Trust Group
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
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

LifeSteps Financial's NEE Position: Q2 2026 in Review

LifeSteps Financial reduced its NextEra Energy (NEE) stake by 2.3% in Q2 2026, selling an estimated $19.7K and leaving 9,293 shares worth $816K. The position accounts for 0.38% of the portfolio, ranked #43.

LifeSteps Financial first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $921K in Q4 2021. 1,293 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • LifeSteps Financial held 9,293 shares of NextEra Energy worth $816K as of Q2 2026.
  • LifeSteps Financial sold 218 NextEra Energy shares in Q2 2026, an estimated $19.7K.
  • NextEra Energy made up 0.38% of LifeSteps Financial's portfolio in Q2 2026, its #43 holding.
  • LifeSteps Financial first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's NextEra Energy position peaked at $921K in Q4 2021.
  • 1,293 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.