Marino Stram & Associates’s NextEra Energy NEE Stock Holding History

Marino Stram & Associates’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	$244K	Buy	2,784 +293	+12%	+$26.5K	0.04%	180
2026 Q1	$231K	Buy	+2,491	New	+$221K	0.04%	171
2025 Q4	–	Sell	-3,615	Closed	-$273K	–	196
2025 Q3	$273K	Buy	+3,615	New	+$264K	0.05%	160
2025 Q1	–	Sell	-2,833	Closed	-$203K	–	170
2024 Q4	$203K	Buy	+2,833	New	+$220K	0.04%	167
2023 Q3	–	Sell	-3,821	Closed	-$284K	–	165
2023 Q2	$284K	Buy	3,821 +787	+26%	+$59.6K	0.08%	131
2023 Q1	$234K	Buy	3,034 +380	+14%	+$29.2K	0.07%	142
2022 Q4	$222K	Buy	2,654 +2	+0.1%	+$162	0.07%	140
2022 Q3	$208K	Buy	+2,652	New	+$225K	0.08%	132
2021 Q3	–	Sell	-32,785	Closed	-$2.4M	–	238
2021 Q2	$2.4M	Buy	+32,785	New	+$2.46M	0.63%	45
2019 Q2	–	Sell	-436	Closed	-$21K	–	397
2019 Q1	$21K	Buy	436 +20	+5%	+$914	0.02%	240
2018 Q4	$18K	Sell	416 -268	-39%	-$11.7K	0.02%	224
2018 Q3	$29K	Sell	684 -1,200	-64%	-$51.1K	0.02%	210
2018 Q2	$79K	Hold	1,884	–	–	0.07%	131
2018 Q1	$77K	Hold	1,884	–	–	0.07%	136
2017 Q4	$74K	Buy	+1,884	New	+$72.7K	0.07%	139

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

Marino Stram & Associates's NEE Position: Q2 2026 in Review

Marino Stram & Associates increased its NextEra Energy (NEE) stake by 12% in Q2 2026, buying an estimated $26.5K and bringing the position to 2,784 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #180.

Marino Stram & Associates first reported a position in NEE in Q4 2017 and has held it in 15 quarters since. The position peaked at $2.4M in Q2 2021. 1,449 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Marino Stram & Associates held 2,784 shares of NextEra Energy worth $244K as of Q2 2026.
Marino Stram & Associates bought 293 NextEra Energy shares in Q2 2026, an estimated $26.5K.
NextEra Energy made up 0.04% of Marino Stram & Associates's portfolio in Q2 2026, its #180 holding.
Marino Stram & Associates first reported a position in NextEra Energy in Q4 2017 and has held it in 15 quarters since.
Marino Stram & Associates's NextEra Energy position peaked at $2.4M in Q2 2021.
1,449 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.