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Northstar Financial Companies’s NextEra Energy NEE Stock Holding History

Northstar Financial Companies’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 		$2.21M Buy
25,183
+4,989
+25% +$451K 1.49% 21
2026
Q1 		$1.88M Buy
20,194
+8,861
+78% +$788K 1.49% 17
2025
Q4 		$910K Buy
+11,333
New +$939K 0.72% 37
2025
Q2 		– Sell
-4,754
Closed -$337K – 111
2025
Q1 		$337K Sell
4,754
-1,583
-25% -$112K 0.37% 67
2024
Q4 		$454K Buy
+6,337
New +$492K 0.43% 54

Other funds holding NEE

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Northstar Financial Companies's NEE Position: Q2 2026 in Review

Northstar Financial Companies increased its NextEra Energy (NEE) stake by 25% in Q2 2026, buying an estimated $451K and bringing the position to 25,183 shares worth $2.21M. The position accounts for 1.49% of the portfolio, ranked #21.

Northstar Financial Companies first reported a position in NEE in Q4 2024 and has held it in 5 quarters since. 1,845 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Northstar Financial Companies held 25,183 shares of NextEra Energy worth $2.21M as of Q2 2026.
  • Northstar Financial Companies bought 4,989 NextEra Energy shares in Q2 2026, an estimated $451K.
  • NextEra Energy made up 1.49% of Northstar Financial Companies's portfolio in Q2 2026, its #21 holding.
  • Northstar Financial Companies first reported a position in NextEra Energy in Q4 2024 and has held it in 5 quarters since.
  • 1,845 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.