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Newman Dignan & Sheerar Inc’s NextEra Energy NEE Stock Holding History

Newman Dignan & Sheerar Inc’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 		$1.7M Buy
19,352
+719
+4% +$65K 0.32% 59
2026
Q1 		$1.73M Buy
18,633
+186
+1% +$16.5K 0.36% 57
2025
Q4 		$1.48M Buy
18,447
+270
+1% +$22.4K 0.31% 59
2025
Q3 		$1.37M Buy
18,177
+1,110
+7% +$81.1K 0.3% 68
2025
Q2 		$1.18M Sell
17,067
-1,449
-8% -$101K 0.27% 73
2025
Q1 		$1.31M Buy
18,516
+1,922
+12% +$136K 0.36% 60
2024
Q4 		$1.19M Sell
16,594
-385
-2% -$29.9K 0.3% 71
2024
Q3 		$1.41M Buy
16,979
+283
+2% +$22.1K 0.34% 67
2024
Q2 		$1.18M Sell
16,696
-299
-2% -$21.2K 0.3% 76
2024
Q1 		$1.09M Buy
16,995
+410
+2% +$24K 0.29% 82
2023
Q4 		$1.01M Buy
16,585
+4,063
+32% +$232K 0.3% 83
2023
Q3 		$717K Buy
12,522
+302
+2% +$20.9K 0.24% 92
2023
Q2 		$907K Sell
12,220
-170
-1% -$12.9K 0.28% 83
2023
Q1 		$955K Buy
12,390
+225
+2% +$17.3K 0.31% 78
2022
Q4 		$1.02M Buy
12,165
+117
+1% +$9.45K 0.34% 79
2022
Q3 		$945 Sell
12,048
-108
-0.9% -$9.16K 0.15% 80
2022
Q2 		$942K Sell
12,156
-475
-4% -$36.2K 0.32% 80
2022
Q1 		$1.07K Buy
12,631
+1,366
+12% +$109K 0.21% 75
2021
Q4 		$1.05M Buy
11,265
+217
+2% +$18.8K 0.32% 79
2021
Q3 		$868K Sell
11,048
-896
-8% -$72.3K 0.25% 82
2021
Q2 		$875K Buy
11,944
+4,254
+55% +$319K 0.29% 79
2021
Q1 		$581K Buy
7,690
+242
+3% +$18.9K 0.21% 97
2020
Q4 		$575 Buy
7,448
+140
+2% +$10.5K 0.09% 91
2020
Q3 		$507K Buy
7,308
+80
+1% +$5.52K 0.21% 92
2020
Q2 		$5.11M Buy
7,228
+2,688
+59% +$161K 2.2% 10
2020
Q1 		$269K Sell
4,540
-944
-17% -$59.3K 0.14% 121
2019
Q4 		$332 Sell
5,484
-240
-4% -$14K 0.04% 124
2019
Q3 		$333K Hold
5,724
– – 0.16% 116
2019
Q2 		$293 Buy
5,724
+1,200
+27% +$59K 0.01% 134
2019
Q1 		$219K Buy
+4,524
New +$207K 0.09% 148

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
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Newman Dignan & Sheerar Inc's NEE Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its NextEra Energy (NEE) stake by 3.9% in Q2 2026, buying an estimated $65K and bringing the position to 19,352 shares worth $1.7M. The position accounts for 0.32% of the portfolio, ranked #59.

Newman Dignan & Sheerar Inc first reported a position in NEE in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.11M in Q2 2020. 913 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 19,352 shares of NextEra Energy worth $1.7M as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 719 NextEra Energy shares in Q2 2026, an estimated $65K.
  • NextEra Energy made up 0.32% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #59 holding.
  • Newman Dignan & Sheerar Inc first reported a position in NextEra Energy in Q1 2019 and has held it in 30 quarters since.
  • Newman Dignan & Sheerar Inc's NextEra Energy position peaked at $5.11M in Q2 2020.
  • 913 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.