LRI Investments’s NextEra Energy NEE Stock Holding History

LRI Investments’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	$572K	Buy	6,518 +44	+0.7%	+$3.98K	0.05%	176
2026 Q1	$601K	Sell	6,474 -1,125	-15%	-$100K	0.05%	160
2025 Q4	$610K	Sell	7,599 -2,745	-27%	-$227K	0.05%	157
2025 Q3	$781K	Buy	10,344 +223	+2%	+$16.3K	0.06%	133
2025 Q2	$703K	Buy	10,121 +3,237	+47%	+$225K	0.06%	141
2025 Q1	$488K	Hold	6,884	–	–	0.05%	167
2024 Q4	$494K	Sell	6,884 -210	-3%	-$16.3K	0.05%	140
2024 Q3	$534K	Buy	7,094 +210	+3%	+$16.4K	0.05%	141
2024 Q2	$487K	Buy	6,884 +4,000	+139%	+$284K	0.06%	113
2024 Q1	$184K	Buy	+2,884	New	+$169K	0.05%	135

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

LRI Investments's NEE Position: Q2 2026 in Review

LRI Investments increased its NextEra Energy (NEE) stake by 0.68% in Q2 2026, buying an estimated $3.98K and bringing the position to 6,518 shares worth $572K. The position accounts for 0.05% of the portfolio, ranked #176.

LRI Investments first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $781K in Q3 2025. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

LRI Investments held 6,518 shares of NextEra Energy worth $572K as of Q2 2026.
LRI Investments bought 44 NextEra Energy shares in Q2 2026, an estimated $3.98K.
NextEra Energy made up 0.05% of LRI Investments's portfolio in Q2 2026, its #176 holding.
LRI Investments first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
LRI Investments's NextEra Energy position peaked at $781K in Q3 2025.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.