Neumann Capital Management’s NextEra Energy NEE Stock Holding History

Neumann Capital 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	–	Sell	-5,912	Closed	-$549K	–	87
2026 Q1	$549K	Hold	5,912	–	–	0.16%	78
2025 Q4	$475K	Sell	5,912 -222	-4%	-$18.4K	0.14%	80
2025 Q3	$463K	Hold	6,134	–	–	0.14%	83
2025 Q2	$426K	Hold	6,134	–	–	0.13%	82
2025 Q1	$435K	Hold	6,134	–	–	0.15%	83
2024 Q4	$440K	Buy	6,134 +1,100	+22%	+$85.5K	0.15%	84
2024 Q3	$426K	Buy	5,034 +200	+4%	+$15.6K	0.14%	85
2024 Q2	$342K	Buy	4,834 +1,700	+54%	+$121K	0.12%	86
2024 Q1	$200K	Buy	+3,134	New	+$184K	0.07%	98
2017 Q1	–	Sell	-8,800	Closed	-$263K	–	71
2016 Q4	$263K	Hold	8,800	–	–	0.17%	67
2016 Q3	$269K	Hold	8,800	–	–	0.18%	69
2016 Q2	$287K	Hold	8,800	–	–	0.19%	68
2016 Q1	$260K	Hold	8,800	–	–	0.17%	70
2015 Q4	$229K	Hold	8,800	–	–	0.16%	73
2015 Q3	$215K	Hold	8,800	–	–	0.15%	75
2015 Q2	$216K	Hold	8,800	–	–	0.14%	77
2015 Q1	$229K	Hold	8,800	–	–	0.15%	77
2014 Q4	$234K	Buy	+8,800	New	+$222K	0.15%	79

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

Neumann Capital Management's NEE Position: Q2 2026 in Review

Neumann Capital Management sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 5,912 shares — an estimated $549K sold.

Neumann Capital Management first reported a position in NEE in Q4 2014 and held it in 18 quarters. The position peaked at $549K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Neumann Capital Management reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Neumann Capital Management sold 5,912 NextEra Energy shares in Q2 2026, an estimated $549K.
Neumann Capital Management first reported a position in NextEra Energy in Q4 2014 and held it in 18 quarters.
Neumann Capital Management's NextEra Energy position peaked at $549K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.