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Marshall Financial Group (Maryland)’s NextEra Energy NEE Stock Holding History

Marshall Financial Group (Maryland)’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 		$653K Sell
7,434
-853
-10% -$77.2K 0.1% 191
2026
Q1 		$770K Sell
8,287
-1,569
-16% -$139K 0.12% 157
2025
Q4 		$791K Sell
9,856
-754
-7% -$62.5K 0.15% 159
2025
Q3 		$801K Sell
10,610
-557
-5% -$40.7K 0.16% 155
2025
Q2 		$835K Sell
11,167
-332
-3% -$23.1K 0.16% 153
2025
Q1 		$815K Sell
11,499
-230
-2% -$16.2K 0.18% 136
2024
Q4 		$841K Buy
11,729
+419
+4% +$32.5K 0.2% 128
2024
Q3 		$956K Buy
+11,310
New +$883K 0.23% 121
2023
Q3 		– Sell
-2,760
Closed -$205K – 170
2023
Q2 		$205K Hold
2,760
– – 0.07% 167
2023
Q1 		$213K Hold
2,760
– – 0.08% 165
2022
Q4 		$231K Sell
2,760
-201
-7% -$16.2K 0.09% 157
2022
Q3 		$232K Hold
2,961
– – 0.1% 165
2022
Q2 		$229K Buy
2,961
+28
+1% +$2.13K 0.09% 168
2022
Q1 		$248K Buy
2,933
+6
+0.2% +$481 0.1% 185
2021
Q4 		$273K Buy
2,927
+23
+0.8% +$1.99K 0.1% 188
2021
Q3 		$228K Hold
2,904
– – 0.12% 158
2021
Q2 		$213K Hold
2,904
– – 0.12% 163
2021
Q1 		$220K Buy
2,904
+144
+5% +$11.2K 0.13% 128
2020
Q4 		$213K Buy
+2,760
New +$206K 0.14% 118

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Marshall Financial Group (Maryland)'s NEE Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its NextEra Energy (NEE) stake by 10% in Q2 2026, selling an estimated $77.2K and leaving 7,434 shares worth $653K. The position accounts for 0.1% of the portfolio, ranked #191.

Marshall Financial Group (Maryland) first reported a position in NEE in Q4 2020 and has held it in 19 quarters since. The position peaked at $956K in Q3 2024. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Marshall Financial Group (Maryland) held 7,434 shares of NextEra Energy worth $653K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 853 NextEra Energy shares in Q2 2026, an estimated $77.2K.
  • NextEra Energy made up 0.1% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #191 holding.
  • Marshall Financial Group (Maryland) first reported a position in NextEra Energy in Q4 2020 and has held it in 19 quarters since.
  • Marshall Financial Group (Maryland)'s NextEra Energy position peaked at $956K in Q3 2024.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.