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McGlone Suttner Wealth Management’s NextEra Energy NEE Stock Holding History

McGlone Suttner Wealth 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 		$269K Sell
3,069
-158
-5% -$14.3K 0.03% 173
2026
Q1 		$300K Buy
3,227
+186
+6% +$16.5K 0.04% 162
2025
Q4 		$244K Sell
3,041
-1,880
-38% -$156K 0.03% 174
2025
Q3 		$371K Sell
4,921
-2,232
-31% -$163K 0.05% 140
2025
Q2 		$497K Sell
7,153
-31
-0.4% -$2.15K 0.08% 117
2025
Q1 		$509K Buy
7,184
+752
+12% +$53.1K 0.08% 111
2024
Q4 		$461K Sell
6,432
-659
-9% -$51.2K 0.08% 109
2024
Q3 		$599K Buy
7,091
+419
+6% +$32.7K 0.12% 92
2024
Q2 		$405K Sell
6,672
-327
-5% -$23.2K 0.08% 98
2024
Q1 		$447K Buy
6,999
+327
+5% +$19.2K 0.08% 102
2023
Q4 		$405K Buy
6,672
+165
+3% +$9.4K 0.08% 98
2023
Q3 		$373K Buy
6,507
+67
+1% +$4.64K 0.09% 92
2023
Q2 		$478K Buy
6,440
+80
+1% +$6.06K 0.11% 78
2023
Q1 		$490K Buy
6,360
+102
+2% +$7.84K 0.13% 76
2022
Q4 		$523K Buy
+6,258
New +$506K 0.17% 67

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
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
Ninety One (UK)
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

McGlone Suttner Wealth Management's NEE Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its NextEra Energy (NEE) stake by 4.9% in Q2 2026, selling an estimated $14.3K and leaving 3,069 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #173.

McGlone Suttner Wealth Management first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $599K in Q3 2024. 1,175 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • McGlone Suttner Wealth Management held 3,069 shares of NextEra Energy worth $269K as of Q2 2026.
  • McGlone Suttner Wealth Management sold 158 NextEra Energy shares in Q2 2026, an estimated $14.3K.
  • NextEra Energy made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #173 holding.
  • McGlone Suttner Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's NextEra Energy position peaked at $599K in Q3 2024.
  • 1,175 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.