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Optas LLC’s NextEra Energy NEE Stock Holding History

Optas LLC’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 		$609K Buy
6,938
+603
+10% +$54.5K 0.09% 144
2026
Q1 		$588K Buy
6,335
+152
+2% +$13.5K 0.09% 142
2025
Q4 		$496K Buy
6,183
+447
+8% +$37K 0.08% 174
2025
Q3 		$433K Buy
5,736
+640
+13% +$46.8K 0.07% 179
2025
Q2 		$354K Buy
5,096
+122
+2% +$8.47K 0.07% 193
2025
Q1 		$353K Sell
4,974
-1,152
-19% -$81.3K 0.06% 171
2024
Q4 		$439K Buy
6,126
+1,168
+24% +$90.7K 0.09% 130
2024
Q3 		$419K Buy
4,958
+870
+21% +$67.9K 0.1% 131
2024
Q2 		$289K Buy
4,088
+722
+21% +$51.2K 0.07% 143
2024
Q1 		$215K Buy
+3,366
New +$197K 0.06% 184
2023
Q4 		– Sell
-3,608
Closed -$207K – 208
2023
Q3 		$207K Buy
3,608
+22
+0.6% +$1.52K 0.07% 165
2023
Q2 		$266K Buy
3,586
+158
+5% +$12K 0.09% 133
2023
Q1 		$264K Sell
3,428
-879
-20% -$67.6K 0.09% 132
2022
Q4 		$360K Sell
4,307
-98
-2% -$7.92K 0.15% 94
2022
Q3 		$345K Buy
4,405
+283
+7% +$24K 0.15% 87
2022
Q2 		$319K Buy
4,122
+99
+2% +$7.54K 0.13% 103
2022
Q1 		$341K Buy
4,023
+138
+4% +$11.1K 0.11% 108
2021
Q4 		$363K Buy
3,885
+21
+0.5% +$1.81K 0.1% 112
2021
Q3 		$304K Buy
3,864
+31
+0.8% +$2.5K 0.09% 113
2021
Q2 		$282K Buy
3,833
+47
+1% +$3.53K 0.08% 117
2021
Q1 		$286K Buy
3,786
+954
+34% +$74.5K 0.09% 112
2020
Q4 		$218K Sell
2,832
-2,580
-48% -$193K 0.07% 127
2020
Q3 		$375K Buy
+5,412
New +$374K 0.11% 110

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Optas LLC's NEE Position: Q2 2026 in Review

Optas LLC increased its NextEra Energy (NEE) stake by 9.5% in Q2 2026, buying an estimated $54.5K and bringing the position to 6,938 shares worth $609K. The position accounts for 0.09% of the portfolio, ranked #144.

Optas LLC first reported a position in NEE in Q3 2020 and has held it in 23 quarters since. 905 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Optas LLC held 6,938 shares of NextEra Energy worth $609K as of Q2 2026.
  • Optas LLC bought 603 NextEra Energy shares in Q2 2026, an estimated $54.5K.
  • NextEra Energy made up 0.09% of Optas LLC's portfolio in Q2 2026, its #144 holding.
  • Optas LLC first reported a position in NextEra Energy in Q3 2020 and has held it in 23 quarters since.
  • 905 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.