Marquette Asset Management’s NextEra Energy NEE Stock Holding History

Marquette Asset 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	$28.4K	Sell	323 -21	-6%	-$1.9K	﹤0.01%	204
2026 Q1	$32K	Buy	344 +80	+30%	+$7.11K	﹤0.01%	128
2025 Q4	$21.2K	Buy	264 +76	+40%	+$6.29K	﹤0.01%	152
2025 Q3	$14.2K	Buy	+188	New	+$13.7K	﹤0.01%	182
2024 Q3	–	Sell	-42	Closed	-$2.95K	–	249
2024 Q2	$2.95K	Hold	42	–	–	﹤0.01%	180
2024 Q1	$2.66K	Hold	42	–	–	﹤0.01%	185
2023 Q4	$2.53K	Hold	42	–	–	﹤0.01%	185
2023 Q3	$2.39K	Hold	42	–	–	﹤0.01%	273
2023 Q2	$3.09K	Hold	42	–	–	﹤0.01%	282
2023 Q1	$3.21K	Hold	42	–	–	﹤0.01%	196
2022 Q4	$3.48K	Sell	42 -358	-90%	-$28.9K	﹤0.01%	197
2022 Q3	$31K	Hold	400	–	–	0.01%	160
2022 Q2	$31K	Sell	400 -324	-45%	-$24.7K	0.01%	186
2022 Q1	$61K	Hold	724	–	–	0.01%	181
2021 Q4	$68K	Sell	724 -56	-7%	-$4.84K	0.01%	170
2021 Q3	$61K	Buy	780 +56	+8%	+$4.52K	0.01%	168
2021 Q2	$53K	Hold	724	–	–	0.01%	167
2021 Q1	$55K	Hold	724	–	–	0.01%	151
2020 Q4	$56K	Hold	724	–	–	0.01%	157
2020 Q3	$50K	Hold	724	–	–	0.01%	138
2020 Q2	$43K	Hold	724	–	–	0.01%	160
2020 Q1	$44K	Hold	724	–	–	0.02%	160
2019 Q4	$44K	Hold	724	–	–	0.01%	145
2019 Q3	$42K	Hold	724	–	–	0.01%	156
2019 Q2	$37K	Hold	724	–	–	0.01%	164
2019 Q1	$35K	Buy	+724	New	+$33.1K	0.01%	170

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Marquette Asset Management's NEE Position: Q2 2026 in Review

Marquette Asset Management reduced its NextEra Energy (NEE) stake by 6.1% in Q2 2026, selling an estimated $1.9K and leaving 323 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Marquette Asset Management first reported a position in NEE in Q1 2019 and has held it in 26 quarters since. The position peaked at $68K in Q4 2021. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Marquette Asset Management held 323 shares of NextEra Energy worth $28.4K as of Q2 2026.
Marquette Asset Management sold 21 NextEra Energy shares in Q2 2026, an estimated $1.9K.
NextEra Energy made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #204 holding.
Marquette Asset Management first reported a position in NextEra Energy in Q1 2019 and has held it in 26 quarters since.
Marquette Asset Management's NextEra Energy position peaked at $68K in Q4 2021.
1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.