Palisade Asset Management’s NextEra Energy NEE Stock Holding History

Palisade Asset 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	$4.02M	Buy	45,805 +4,081	+10%	+$369K	0.37%	67
2026 Q1	$3.88M	Buy	41,724 +187	+0.5%	+$16.6K	0.39%	68
2025 Q4	$3.33M	Buy	41,537 +4,221	+11%	+$350K	0.33%	69
2025 Q3	$2.82M	Buy	37,316 +6,407	+21%	+$468K	0.26%	75
2025 Q2	$2.15M	Buy	30,909 +1,708	+6%	+$119K	0.21%	86
2025 Q1	$2.07M	Buy	29,201 +2,535	+10%	+$179K	0.21%	84
2024 Q4	$1.91M	Buy	26,666 +4,524	+20%	+$351K	0.19%	92
2024 Q3	$1.87M	Buy	22,142 +177	+0.8%	+$13.8K	0.18%	92
2024 Q2	$1.56M	Buy	21,965 +625	+3%	+$44.3K	0.16%	100
2024 Q1	$1.36M	Buy	21,340 +1,190	+6%	+$69.7K	0.13%	107
2023 Q4	$1.22M	Buy	20,150 +1,900	+10%	+$108K	0.13%	107
2023 Q3	$1.05M	Buy	18,250 +3,464	+23%	+$240K	0.13%	113
2023 Q2	$1.1M	Buy	14,786 +275	+2%	+$20.8K	0.13%	114
2023 Q1	$1.12M	Sell	14,511 -115	-0.8%	-$8.84K	0.14%	111
2022 Q4	$1.22M	Buy	14,626 +891	+6%	+$72K	0.14%	111
2022 Q3	$1.08M	Buy	13,735 +435	+3%	+$36.9K	0.15%	106
2022 Q2	$1.03M	Buy	13,300 +2,190	+20%	+$167K	0.13%	109
2022 Q1	$941K	Buy	11,110 +874	+9%	+$70K	0.11%	115
2021 Q4	$956K	Buy	10,236 +42	+0.4%	+$3.63K	0.11%	114
2021 Q3	$800K	Buy	10,194 +865	+9%	+$69.8K	0.1%	116
2021 Q2	$684K	Buy	9,329 +225	+2%	+$16.9K	0.08%	123
2021 Q1	$688K	Sell	9,104 -80	-0.9%	-$6.24K	0.09%	122
2020 Q4	$709K	Buy	9,184 +552	+6%	+$41.3K	0.1%	117
2020 Q3	$599K	Buy	8,632 +84	+1%	+$5.8K	0.09%	119
2020 Q2	$513K	Hold	8,548	–	–	0.08%	125
2020 Q1	$514K	Hold	8,548	–	–	0.09%	120
2019 Q4	$517K	Buy	8,548 +1,200	+16%	+$70.1K	0.08%	131
2019 Q3	$428K	Hold	7,348	–	–	0.07%	133
2019 Q2	$376K	Hold	7,348	–	–	0.06%	144
2019 Q1	$355K	Hold	7,348	–	–	0.06%	153
2018 Q4	$319K	Hold	7,348	–	–	0.05%	138
2018 Q3	$308K	Hold	7,348	–	–	0.04%	148
2018 Q2	$307K	Hold	7,348	–	–	0.04%	147
2018 Q1	$300K	Hold	7,348	–	–	0.05%	149
2017 Q4	$287K	Hold	7,348	–	–	0.05%	150
2017 Q3	$269K	Hold	7,348	–	–	0.05%	126
2017 Q2	$257K	Hold	7,348	–	–	0.05%	126
2017 Q1	$236K	Hold	7,348	–	–	0.04%	128
2016 Q4	$219K	Hold	7,348	–	–	0.04%	130
2016 Q3	$225K	Hold	7,348	–	–	0.04%	130
2016 Q2	$240K	Hold	7,348	–	–	0.05%	127
2016 Q1	$217K	Buy	+7,348	New	+$206K	0.04%	129
2015 Q4	–	Sell	-9,644	Closed	-$235K	–	131
2015 Q3	$235K	Sell	9,644 -4,152	-30%	-$106K	0.05%	125
2015 Q2	$338K	Hold	13,796	–	–	0.07%	120
2015 Q1	$359K	Hold	13,796	–	–	0.07%	116
2014 Q4	$367K	Hold	13,796	–	–	0.07%	111
2014 Q3	$324K	Hold	13,796	–	–	0.07%	114
2014 Q2	$353K	Hold	13,796	–	–	0.07%	112
2014 Q1	$330K	Hold	13,796	–	–	0.07%	113
2013 Q4	$295K	Buy	13,796 +1,396	+11%	+$29.4K	0.07%	113
2013 Q3	$248K	Sell	12,400 -1,336	-10%	-$27.6K	0.06%	117
2013 Q2	$280K	Buy	+13,736	New	+$273K	0.07%	114

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Palisade Asset Management's NEE Position: Q2 2026 in Review

Palisade Asset Management increased its NextEra Energy (NEE) stake by 9.8% in Q2 2026, buying an estimated $369K and bringing the position to 45,805 shares worth $4.02M. The position accounts for 0.37% of the portfolio, ranked #67.

Palisade Asset Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 924 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Palisade Asset Management held 45,805 shares of NextEra Energy worth $4.02M as of Q2 2026.
Palisade Asset Management bought 4,081 NextEra Energy shares in Q2 2026, an estimated $369K.
NextEra Energy made up 0.37% of Palisade Asset Management's portfolio in Q2 2026, its #67 holding.
Palisade Asset Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
924 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.