Madrona Financial Services’s NextEra Energy NEE Stock Holding History

Madrona Financial Services’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	$239K	Sell	2,719 -16	-0.6%	-$1.45K	0.04%	125
2026 Q1	$254K	Buy	2,735 +30	+1%	+$2.67K	0.06%	104
2025 Q4	$217K	Buy	2,705 +20	+0.7%	+$1.66K	0.05%	116
2025 Q3	$203K	Buy	+2,685	New	+$196K	0.04%	115
2024 Q4	–	Sell	-2,762	Closed	-$233K	–	121
2024 Q3	$233K	Sell	2,762 -77	-3%	-$6.01K	0.06%	91
2024 Q2	$201K	Buy	+2,839	New	+$201K	0.06%	95
2023 Q3	–	Sell	-2,948	Closed	-$219K	–	96
2023 Q2	$219K	Sell	2,948 -37	-1%	-$2.8K	0.11%	91
2023 Q1	$230K	Buy	2,985 +71	+2%	+$5.46K	0.12%	79
2022 Q4	$244K	Buy	+2,914	New	+$235K	0.14%	65
2022 Q2	–	Sell	-2,363	Closed	-$206K	–	82
2022 Q1	$206K	Hold	2,363	–	–	0.1%	78
2021 Q4	$221K	Buy	+2,363	New	+$204K	0.09%	70

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Madrona Financial Services's NEE Position: Q2 2026 in Review

Madrona Financial Services reduced its NextEra Energy (NEE) stake by 0.59% in Q2 2026, selling an estimated $1.45K and leaving 2,719 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #125.

Madrona Financial Services first reported a position in NEE in Q4 2021 and has held it in 11 quarters since. The position peaked at $254K in Q1 2026. 932 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Madrona Financial Services held 2,719 shares of NextEra Energy worth $239K as of Q2 2026.
Madrona Financial Services sold 16 NextEra Energy shares in Q2 2026, an estimated $1.45K.
NextEra Energy made up 0.04% of Madrona Financial Services's portfolio in Q2 2026, its #125 holding.
Madrona Financial Services first reported a position in NextEra Energy in Q4 2021 and has held it in 11 quarters since.
Madrona Financial Services's NextEra Energy position peaked at $254K in Q1 2026.
932 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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